
Goldman Sachs
The sharpest insights, timely analysis, and out-of-consensus thinking from Goldman Sachs. Founded in 1869, our firm delivers world-class execution for clients across our leading Global Banking & Markets and Asset & Wealth Management businesses. We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Episodes


How Falling Launch Costs and AI Are Driving the Space Economy
The global space economy is undergoing a massive transformation, shifting from a government-dominated sector to one driven by commercial innovation. The primary catalyst for this growth is the dramatic reduction in launch costs, achieved through rocket reusability, which has fallen from $55,000 to $3,000 per kilogram. ...

Will Hyperscalers Justify AI Spend?

Quarterly Market Update: 2Q 2026

Why the US Dollar Could Continue to Strengthen

Citadel's Ken Griffin on AI, US-China Tensions, and US Data Centers
Ken Griffin, founder and CEO of Citadel, examines the intersection of leadership, technological disruption, and global geopolitical instability. He argues that in-office work remains essential for human capital development and apprenticeship, citing it as a more significant factor in youth employment trends than AI. Wh...

AI: What Investors Should Know

Geopolitics, AI, and Private Credit: Navigating Three Key Investor Concerns

How Will AI Impact the Labor Market?

Strengthening the Navy SEAL Community Amid Geopolitical Shifts

The Future of Industrial AI with Honeywell Technologies Chairman and CEO Vimal Kapur

Emma Grede on Building Iconic Brands and the Inspiration Behind 'Start with Yourself'

Why US Stocks Could Climb Higher

What the IPO Boom Means for the US Equity Outlook

Thelma Golden on Preserving Black Culture and the New Era of the Studio Museum in Harlem

Why the Fed’s Hawkish Turn Could Support the AI Boom
The Federal Reserve’s recent policy shift, characterized by a commitment to price stability and the implementation of new task forces, has introduced a hawkish tone to the market despite the absence of formal forward guidance. While the market initially reacted with uncertainty, the broader economic outlook remains sup...

Maverick Capital Co-CIOs on Finding the AI Winners
Maverick Capital co-CIOs Ben Silver and David Tykocinski analyze current market dynamics and the evolution of their firm’s investment strategy. Their co-CIO model leverages distinct backgrounds in TMT and healthcare to maintain a disciplined, first-principles approach to capital allocation. Regarding the AI trade, the ...

How the US-Iran Deal Could Affect Oil Prices

The Outlook for AI-Related Stocks and US Interest Rates

Private Markets at an Inflection Point
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