In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
This episode explores the implications of rapidly shifting tariff policies on the global economy and markets. Initially, the panelists believed that economic tailwinds would outweigh tariff headwinds; however, a seismic shift in tariff policy led to a more cautious outlook. Against this backdrop, the discussion detai...
This episode explores the potential for gold and oil to serve as recession hedges, given the heightened recession risk due to recent tariff announcements. Against the backdrop of recent market volatility, the discussion analyzes why gold, despite its safe-haven reputation, experienced temporary sell-offs due to forced...
This episode explores the global landscape of private investment and Bain Capital's strategic approach. Against the backdrop of global economic uncertainty, David Gross, co-managing partner of Bain Capital, shares his firm's bullish outlook on the United States, citing strong domestic spending and government stimulus. ...
This episode explores the adoption of AI within enterprises, specifically focusing on the challenges and opportunities presented by its rapid advancements. Against the backdrop of AI's novel and rapidly evolving nature, the discussion highlights a significant gap between technological progress and enterprise adoption....
This Goldman Sachs podcast interviews Don Mullen, Pretium's founder and CEO, about the US housing market and Pretium's investment strategies. The conversation covers Mullen's career, his decision to leave Goldman Sachs, the evolution of the housing market since the 2008 financial crisis, and Pretium's unique approach ...
This Goldman Sachs Exchanges podcast episode discusses the recent rise in corporate bond spreads in the US. Host Allison Nathan interviews Chief Credit Strategist Lotfi Karoui, who explains that this spread widening, while seemingly resilient compared to equity market performance, is actually in line with the S&P 500'...
This Goldman Sachs Exchanges podcast interviews David Mericle, Chief US Economist, about the macroeconomic implications of rising US tariffs. The discussion progresses from the current tariff situation and revised expectations for future increases (from a projected 4-5% to 10% increase in the effective tariff rate) to...
This Goldman Sachs Exchanges podcast interviews Jeff Gerrish, former Deputy U.S. Trade Representative, about President Trump's tariff policies. Gerrish outlines Trump's five key goals for tariffs: addressing unfair trade practices, rebuilding US manufacturing, protecting national security, gaining negotiating leverage...
This Goldman Sachs podcast interviews Paul Britton, CEO of Capstone Investment Advisors, about his firm's 20-year journey in the derivatives market. The conversation covers Capstone's origins, key moments like navigating the 2008 financial crisis and thriving in 2020, and Britton's perspective on the evolving derivati...
This Goldman Sachs Exchanges podcast interviews Jan Hatzius and Dominic Wilson about the economic impact of the Trump administration's policies, particularly tariffs. The discussion revisits a previous outlook report ("Will tailwinds trump tariffs?") and finds that while tariff impacts are higher than initially predic...
This Goldman Sachs Exchanges podcast discusses the implications of the recent surge in tariff announcements. The panel, comprised of Goldman Sachs economists and strategists, analyzes the speed and scale of these tariffs compared to the 2018-2019 trade war, noting a faster and potentially larger impact. They assess m...
This Goldman Sachs Exchanges podcast episode discusses the impact of AI cost reductions, specifically focusing on the implications of a low-cost AI tool from DeepSeek. The discussion features Goldman Sachs executives debating the value of massive AI investments in light of this development, concluding that while initi...
This Goldman Sachs Exchanges interview podcast features Alison Nathan speaking with David Solomon, Goldman Sachs' chairman and CEO, about the economic outlook for 2025. The conversation covers macroeconomic factors like inflation and interest rates, geopolitical risks (US-China relations, Ukraine, the Middle East), an...
This Goldman Sachs Exchanges podcast is an interview discussing the unexpected volatility in global bond markets in early 2025. The interview features Goldman Sachs experts Johnny Fine and George Cole, who analyze the factors driving this volatility, including revised growth and inflation expectations, increased bond ...
This Goldman Sachs Exchanges interview podcast features Chief Investment Officer Sharmin Mossavar-Rahmani discussing Goldman Sachs Wealth Management's 2025 investment outlook. The conversation begins with an explanation of the report's title, "Keep on Truckin'," reflecting their continued belief in U.S. equities' domi...
This episode of the Goldman Sachs Exchanges podcast explores investment strategies for 2025, building on the strong performance of U.S. investors in 2024. The hosts kick off by reflecting on last year’s market trends, noting that long risk strategies thrived despite varying results across sectors and regions. They disc...
This Goldman Sachs podcast explores the financial sector's outlook for 2025. Experts are optimistic, citing potential deregulation, increased activity in capital markets like mergers and acquisitions, and a rebound in loan growth as key drivers for a bullish market. However, concerns about new policies, interest rate f...
In 2024, the global mergers and acquisitions (M&A) market saw a 10% rise in activity compared to 2023, thanks to easing inflation, interest rate cuts, and strategic corporate shifts. Despite challenges like geopolitical tensions and regulatory changes, companies are taking a long-term view, making investment decisions ...
In this episode of the Goldman Sachs Exchanges podcast, experts delve into the economic hurdles facing China and evaluate the impact of recent stimulus efforts. While there's an expectation for short-term fiscal support, the panelists express doubts about its long-term effectiveness. They discuss the heavy burden of lo...
In the latest episode of the Goldman Sachs Exchanges podcast, the spotlight is on the booming women's sports sector and the growing interest it’s attracting from investors. The remarkable rise in athletic performance and talent, alongside a shift in corporate sponsorships, is leading to unprecedented attendance, viewer...
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