Goldman Sachs Exchanges podcast

#Trading #Goldman Sachs #Business

36:27

Not many artists actually hail from Tennessee, but the scenic valleys and rolling hills of The Volunteer State are part of Dustin Lynch’s DNA. In this episode of On the Bus, Country Thunder CEO Troy Vollhoffer sits down with Dustin to discuss his journey from playing fraternity parties and weddings across the southeast to being the first country artist with a club residency at the Wynn in Las Vegas. Plus, stick around for our new segment, Thunder Strike, where Troy features upcoming festival performer Riley Green’s hit song “Damn Good Day to Leave” to give you a taste of what’s to come at Country Thunder in 2025.…

Goldman Sachs Exchanges

maison des série•Feed

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

526 episodes

Goldman Sachs Exchanges

3,264 subscribers

updated il y a environ 3 jours

maison des série•Feed

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

526 episodes

#Trading #Goldman Sachs #Business

All episodes

1
Bain Capital’s David Gross on global opportunities and private equity’s evolution 35:30

il y a environ 3 jours35:30

35:30

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace 25:37

il y a environ 11 jours25:37

25:37

How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special podcast series. This episode was recorded on March 6, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class 44:33

il y a environ 15 jours44:33

44:33

In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shares his views on the housing market, leading a firm, and his predictions about the future of real estate as an asset class. This episode was recorded on February 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Are credit investors nervous about recession risk? 15:19

il y a environ 18 jours15:19

15:19

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan. This episode was recorded on March 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
How tariffs will impact the US economy 19:30

il y a environ 24 jours19:30

19:30

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

1
Trump’s tariffs: Big talk or big action? 17:32

il y a 5 weeks17:32

17:32

Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitiveness during Trump’s first term, discusses with Allison Nathan. This episode explores the latest Top of Mind report . This episode was recorded on February 20 and March 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund 33:18

il y a 5 weeks33:18

33:18

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series. This episode was recorded on February 20, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Macro questions and market strength 25:06

il y a 6 weeks25:06

25:06

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss how tariffs, inflation, and higher yields are shaping the outlook for 2025. This episode was recorded on February 13, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Tariffs: What’s ahead and why it matters 24:19

il y a 7 weeks24:19

24:19

Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tariff policies—both announced and expected—for global economies and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
AI Exchanges: Will falling costs drive new opportunities? 21:30

il y a 8 weeks21:30

21:30

The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podcast series, AI Exchanges, Co-Hosts Allison Nathan and George Lee discuss the issues surrounding the costs of AI development and implementation, and the impact on deal-making, with Kim Posnett, global co-head of Investment Banking in Goldman Sachs’ Global Banking & Markets business. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit 20:10

il y a 9 weeks20:10

20:10

Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldman Sachs Exchanges, Solomon explains how businesses are harnessing AI for their own businesses, and how Goldman Sachs is thinking about its strategic priorities, including the growth of private credit. Date of recording: January 27, 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Navigating the volatility in global bond markets 23:46

il y a 10 weeks23:46

23:46

Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and investors on Goldman Sachs Exchanges. Date of recording: January 17, 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Keep on truckin’: Will the US continue to outperform other markets? 19:30

il y a 11 weeks19:30

19:30

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’ , and why the team’s long-held investment recommendations—US preeminence and staying invested—remain intact. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Navigating 2025: Why investors need to diversify and hedge their portfolios 23:34

il y a 12 weeks23:34

23:34

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, share their asset allocation outlooks for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
A perfect setup for the financial sector? 26:12

il y a 15 weeks26:12