Goldman Sachs

Farallon Capital's Nicolas Giauque on Investing for the Long Term

Chase or Fade the Rally?

Apollo's Jim Zelter on the Future of Private Credit

The global economy faces an unprecedented capital expenditure cycle driven by AI infrastructure, energy transition, and data center expansion, necessitating a shift in how capital is formed and deployed. Jim Zelter, President of Apollo Global Management, identifies private credit as a critical, $40 trillion asset class...

Why Aren’t Investors More Worried?

Holocaust Survivors on Hope, Survival, and the Responsibility to Remember

Big Tech Opportunity

Reimagining Biopharma: Precision Medicine, Patients, and Purpose with Takeda CEO-Elect

The podcast features Julie Kim, Interim Head of Global Portfolio Division at Takeda, who will be the next President and CEO of Takeda in June 2026. Kim discusses key trends shaping the biopharmaceutical industry, including the acceleration of scientific discovery through AI, which is refining medicines and improving ef...

Iran Ceasefire: What’s next for markets?

Sir Sadiq Khan on London’s Global Edge—and What Comes Next

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

AI Exchanges: Power Problems?

The discussion centers on the escalating power demands of AI development, particularly concerning data centers. It highlights the significant increase in hyperscalers' capital and R&D budgets, projecting a 220% growth in global AI and data center power demand by 2030. Constraints on power demand growth are analyzed thr...

The Business Builder: New Mountain Capital's Steve Klinsky

Iran Conflict: How Long, and How Bad?

“I’d Rather Be a Bond”

Private Credit Concerns in Context

Steven Mnuchin: Navigating Credit Cycles, AI Investment, and Fiscal Policy

"The Market Is Fragile"

Emerging Markets: Stirred, But Not Yet Shaken

Europe’s Opportunity, AI, and Market Volatility with Goldman Sachs International's Co-CEOs

Untangling Signals of Market Stress