Goldman Sachs · Business

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

The podcast analyzes the oil market's response to the escalating Iran conflict, with Jerome Dortmans, co-head of global oil and products trading at Goldman Sachs, providing insights. Despite the potential impact of up to 20 million barrels a day of crude oil being affected, the market's reaction has been subdued due to...

Lloyd Blankfein on His Memoir, Risk Management and Leadership

03 Mar 2026

30m

Oil Market Impacts from Iran

03 Mar 2026AI processed

The podcast explores the economic and market implications of escalating tensions in Iran, focusing on potential oil supply disruptions and their effects on the global economy. Daan Struyven from Goldman Sachs Research, provides insights on the current state of oil infrastructure, the impact on export flows via the Stra...

Sentiment Shifts on AI Capex Spend

28 Feb 2026

23m

A New Way to Trade Emerging Markets

27 Feb 2026

Board Governance in 2026: AI Oversight, Activism, and Delaware’s Edge

24 Feb 2026

32m

Why Japanese Stocks Could Keep Rallying

24 Feb 2026AI processed

The Japanese equity market's strong performance and future potential are examined, focusing on the impact of Prime Minister Takeuchi's election victory. The election is viewed as consequential for political stability and market positivity, potentially leading to a rise in the topics multiple, as seen in previous electi...

Tech Comeback Ahead?

20 Feb 2026

The New AI Trades

17 Feb 2026

15m

Still Bullish on Gold

13 Feb 2026

Fundamentals Still Matter: Lone Pine’s David Craver

11 Feb 2026

24m

AI processed

David Craver, Co-CIO of Lone Pine Capital, discusses the evolving market landscape and its implications for long-term, fundamental investors. He notes increased single stock volatility and high valuations as key differences from the late 1990s, attributing these shifts partly to passive investment flows. Craver argues ...