
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


“We Like Bonds”

‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

2026 Outlook: The U.S. Is the Place to Be
In this special edition of "Breaks of the Game," Ashok Varadhan discusses the current macro trading environment, characterizing it as attractive with a Fed funds rate between 3.5% and 3.75% and a two-year rate at 3.5%. He expresses surprise at the administration's swift policy achievements and anticipates inflation wil...

Are More Rate Cuts Coming?

The US-China Tech Race

Why the Dollar Could Drop

From Assets to Alpha: David Kostin on US Equities

Managing the World’s Largest Publicly Traded Hedge Fund: Man Group CEO Robyn Grew

The Future of Global Travel: Trip.com Group CEO Jane Sun

Across America with Goldman Sachs 10,000 Small Businesses

Why Stocks Are Getting Wild
On "The Markets," Chris Hussey interviews Brian Garrett to discuss current market volatility and investor positioning. Garrett attributes market fluctuations primarily to uncertainty surrounding the Federal Reserve's December rate decision, noting that shifting expectations have led to significant rallies and sell-offs...

What’s Driving the Surge in Deal-Making?

The Apollo Theater’s Michelle Ebanks: Preserving Legacy and Celebrating Harlem's Cultural Scene

Consumer Concerns and Equity Opportunities

Will the Fed cut rates in December?
In this episode of "Breaks of the Game," the hosts analyze recent market trends, noting a consolidation phase post-October with complicated price action. They discuss the potential impact of upcoming macroeconomic events, including the December FOMC meeting, and a possible shift in the Fed's easing policies. The conver...

AI and the Enterprise Revolution: Databricks CEO Ali Ghodsi

The Fed's Tightrope: Inflation, Labor, and the Path Ahead

How to Trade a Credit Expansion

Uber's Dara Khosrowshahi: Unlocking a Trillion-Dollar Opportunity
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