In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
In each episode of “Top of Mind at Goldman Sachs,” Allison Nathan, a senior strategist in the firm’s Global Investment Research division and the creator and editor of the GS “Top of Mind” publication, explores macroeconomic issues that are on the minds of Goldman Sachs clients.
…
continue reading
G
Goldman Sachs Exchanges


1
The Markets: Are markets pricing in the potential of a default?
7:42
7:42
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
7:42
Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast.Bởi Goldman Sachs
…
continue reading
G
Goldman Sachs Exchanges


1
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
30:10
30:10
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
30:10
Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given solid fundamentals and overall demand, explains Jeff Currie, global head of commodities in Goldman Sachs Research.…
…
continue reading
G
Goldman Sachs Exchanges


1
The Markets: Why European stocks are beating US equities
9:48
9:48
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
9:48
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.…
…
continue reading
G
Goldman Sachs Exchanges


1
Investing during times of market stress
27:53
27:53
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
27:53
In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how recent market stresses are affecting portfolio diversification strategies.Bởi Goldman Sachs
…
continue reading
G
Goldman Sachs Exchanges


1
The Markets: Pricing in the probability of a recession
8:28
8:28
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
8:28
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.Bởi Goldman Sachs
…
continue reading
G
Goldman Sachs Exchanges


1
Breaking Free: The rise of corporate separations
25:09
25:09
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
25:09
In an environment where merger and acquisition activity is still relatively subdued, companies are turning to spinoffs, sales and divestitures. But what factors are driving this trend? In this episode, Goldman Sachs' David Dubner, global head of M&A structuring within Global Banking & Markets, and Sharath Sharma, global vice chair at EY, discuss “S…
…
continue reading
Geopolitical tensions between the U.S. and China have been running high for some time, but are escalating as President Biden prepares to unveil further curbs on U.S. investment to China ahead of this month’s G7 Summit. In this episode, which breaks down Goldman Sachs Research’s recent Top of Mind report, “U.S.-China: more decoupling ahead,” Harvard…
…
continue reading
G
Goldman Sachs Exchanges


1
The Markets: Fed rate hikes, banking stress & debt limit concerns
8:08
8:08
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
8:08
Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.Bởi Goldman Sachs
…
continue reading
After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this episode, Ben Snider, a senior strategist in Goldman Sachs Research, and Peter Callahan, who covers the tech sector for Global Banking & Markets, break do…
…
continue reading
G
Goldman Sachs Exchanges


1
What happens if the U.S. government can’t pay its bills?
26:30
26:30
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
26:30
The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the deadline, what does this mean for markets and the economy? In this episode, Goldman Sachs Research’s Alec Phillips, chief U.S. political economist, explains how a failure to raise the limit on US government debt could ripple through the global fi…
…
continue reading
G
Goldman Sachs Exchanges


1
The Markets: Volatility, Earnings, and European Equities
10:01
10:01
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
10:01
Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.…
…
continue reading
G
Goldman Sachs Exchanges


1
Navigating the trillion dollar path to a more sustainable economy
31:24
31:24
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
31:24
The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands with long-term sustainability goals. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Michele Della Vigna, head of Natural Resources Research in EMEA, and Kara Mangone, global head of Climate Stra…
…
continue reading
G
Goldman Sachs Exchanges


1
How Porsche CEO Oliver Blume is driving innovation
19:41
19:41
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
19:41
The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity market. So how has the automaker navigated the macro challenges and what are the implications for the sector more broadly? In the latest episode of Exchanges at Goldman Sachs, Oliver Blume, the CEO of Porsche and its parent co…
…
continue reading
G
Goldman Sachs Exchanges


1
The Markets: A ‘bulletproof’ stock market?
9:08
9:08
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
9:08
Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.Bởi Goldman Sachs
…
continue reading
G
Goldman Sachs Exchanges


1
Navigating the ‘perfect storm’ in commercial real estate
28:22
28:22
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
28:22
The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Lotfi Karoui, chief credit strategist and he…
…
continue reading
G
Goldman Sachs Exchanges


1
What’s on the minds of the world’s largest investors?
21:27
21:27
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
21:27
As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So in a volatile market and uncertain economic environment, what’s on the minds of this influential investor base? In the latest episode of Exchanges at G…
…
continue reading
G
Goldman Sachs Exchanges


1
All about bank(panic)s and the implications for policy
30:40
30:40
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
30:40
The recent banking turmoil in the U.S. and Europe triggered by the failure of Silicon Valley Bank — the largest bank failure since the 2008 financial crisis — seems to have abated, but questions remain about whether banking stress could resurge and what policymakers can do to prevent that. In the latest episode of Exchanges at Goldman Sachs, which …
…
continue reading
G
Goldman Sachs Exchanges


1
How Europe’s tech startups are continuing to innovate in the current market
18:41
18:41
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
18:41
From artificial intelligence and machine learning, to virtual reality and wearable technology, disruptive tech has been at the forefront of markets and investors’ minds. So how are investors and tech founders alike approaching trends in technological innovation during a time of stress in the markets and banking sector? In the latest episode of Exch…
…
continue reading
G
Goldman Sachs Exchanges


1
What’s driving the surge in shareholder activism activity?
17:14
17:14
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
17:14
Even the world's largest companies aren't immune to activist investors. With the management teams of large-cap companies attracting the attention of activism campaigns, what are the implications for corporate strategy and shareholders? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Avinash Mehrotra, co-head of America's M&A, wh…
…
continue reading
G
Goldman Sachs Exchanges


1
Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics
34:47
34:47
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
34:47
In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his career in private equity at Bain Capital, his views on the economy and investment landscape, and his experience managing the Boston Celtics and Atalanta so…
…
continue reading
G
Goldman Sachs Exchanges


1
Navigating the new geopolitical and technology landscape
28:00
28:00
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
28:00
In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, the co-heads of Goldman Sachs’ newly created Office of Applied Innovation, discuss shifts in the geopolitical landscape, how rapidly evolving technolo…
…
continue reading
G
Goldman Sachs Exchanges


1
What the banking turmoil means for investors’ portfolios
24:24
24:24
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
24:24
Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and restore confidence. So, has the fallout been contained? And what does…
…
continue reading
G
Goldman Sachs Exchanges


1
The impact of bank failures on markets and the economy
24:49
24:49
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
24:49
The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Richard Ramsden, who leads the coverage of the banking sector, and Lotfi Karoui, chief credit strateg…
…
continue reading
Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode of Exchanges at Goldman Sachs, Rick Rieder, chief investment officer of Global Fixed Income at BlackRock, and Praveen Korapaty, chief interest rates strategist at Goldman Sachs Research, say interest rates have somewh…
…
continue reading
G
Goldman Sachs Exchanges


1
How 3 retail CEOs are navigating today’s economic landscape
31:24
31:24
Nghe Sau
Nghe Sau
Danh sách
Thích
Đã thích
31:24
How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Vishaal Rana, is joined by AutoZone Chairman, CEO and President William C. Rhodes III, Best Buy CEO Corie Barry, and Ikea U.S. CEO and Chief Sustainability Officer Javier …
…
continue reading