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.
Allison Nathan hosts a discussion with Eric Sheridan and Kash Rangan from Goldman Sachs Research about the possibility of an AI bubble. They discuss the infrastructure, platform, and application layers of AI development, noting the surprising amount of capital being spent on infrastructure and the slower-than-expected ...
In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquarello interviews Tony Yoseloff, Managing Partner and CIO of Davidson Kempner Capital Management, a hedge fund with $37 billion in assets under management. Yoseloff discusses the history and unique aspects of Davidson Kempner, highlighting its mix of...
In this month-to-month special of the "Breaks of the Game" podcast, Dominic Wilson and Josh Shifrin join the host for a discussion on current economic issues. They address concerns about tariffs, regional banks, private credit, and insurance, generally downplaying the immediate risks but acknowledging potential future ...
In this episode of "The Markets," host Chris Hussey interviews Stratford Dennis, head of emerging market equities, about the current state of emerging markets. The discussion focuses on China, including the trade war, economic growth, and the outlook for Chinese equities, with Dennis suggesting a potential 30% upside o...
In this episode of The Markets, Chris Hussey interviews Mike Washington on the Goldman Sachs trading floor about the third quarter earnings season, the trade war, and potential market bubbles. Mike notes the resilience of U.S. bank earnings and consumer spending, even at the lower end. He observes that while the market...
In this episode of "The Markets," Chris Hussey interviews Ashok Varadhan, co-head of Global Banking and Markets at Goldman Sachs, about the current state of the markets. Ashok acknowledges the market's significant rise since the April lows, supported by low volatility, but notes the potential for disappointment given c...
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