In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
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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.
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Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CI…
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Power surge: AI, renewable energy, and the future of electricity
28:40
28:40
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28:40
The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand. Related …
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Is India still attractive for investors?
10:00
10:00
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10:00
Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Gol…
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Central bank divergence: Why it's happening and why it matters
20:47
20:47
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20:47
The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist and Head of Goldman Sachs Research Jan Hatzius, Peter Praet, former chief economist of the European Central Bank, and Maurice Obstfeld, former chief ec…
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Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer.…
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Can private equity bounce back?
26:55
26:55
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26:55
On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan also speaks with Global Banking & Markets’ Mike Nickols and Gina Lytle who share their perspectives on the types of deals that are happening today. F…
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Copper— the metal that's critical for everything from wind turbines to electric grids—surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy.…
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Is China’s rebound for real?
27:58
27:58
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27:58
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets.Kirjoittanut Goldman Sachs
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While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.Kirjoittanut Goldman Sachs
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How AI, the energy transition, and the future of work are shaping impact investing
21:54
21:54
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21:54
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term trends shaping impact investing and the investment opportunities in the space.Kirjoittanut Goldman Sachs
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While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector.Kirjoittanut Goldman Sachs
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Is the UK economy finally turning the corner?
22:13
22:13
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22:13
Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that small businesses can play in bolstering growth. To learn how the UK’s small businesses could help support the UK economy, read Generation Growth: The Smal…
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The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Markets’ Lindsay Matcham discusses the recent Fed and BoJ moves.Kirjoittanut Goldman Sachs
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Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
23:12
23:12
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23:12
Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits. And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends …
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How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.Kirjoittanut Goldman Sachs
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Weighing the GLP-1 Market
24:27
24:27
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24:27
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fat…
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"We might just be in a different regime than we were from 2010 to 2020,” says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.Kirjoittanut Goldman Sachs
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Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
22:01
22:01
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22:01
Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong. And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spann…
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With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more.Kirjoittanut Goldman Sachs
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Global insurers turn to private credit — and AI
19:53
19:53
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19:53
Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discuss where insurers see opportunities and risks, and other findings from their 13th annual Global Insurance S…
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Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in today’s markets.Kirjoittanut Goldman Sachs
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Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
42:34
42:34
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42:34
Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Bell Lovelace founded the firm in 1931, recently stepped down at the privately held firm as vice chair and president and continues as a portfolio manage…
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Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets.Kirjoittanut Goldman Sachs
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Are the largest US stocks too dominant?
19:08
19:08
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19:08
The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, me…
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How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this week’s Bank of Japan and US Federal Reserve outcomes.Kirjoittanut Goldman Sachs
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Global transit & trade: in rough waters
32:45
32:45
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32:45
Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, Admiral James Stavridis and DHL Group's CEO Tobias Meyer discuss the factors driving maritime risks…
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The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks.Kirjoittanut Goldman Sachs
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High mortgage rates, limited inventory continue to challenge the US housing market
21:11
21:11
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21:11
High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.Kirjoittanut Goldman Sachs
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What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkei— and even gold— telling us about the state of the economy? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses this week's market action and how investors are reacting.…
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What’s ahead for retail: how retail CEOs are navigating a more complex environment
37:02
37:02
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37:02
Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing director in the Cross Markets Consumer Retail Group, who discuss the deal-making landscape and the challenges facing investors and consumers. Ingrass…
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Growth shocks, not just inflation, to be a primary driver of markets
10:10
10:10
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10:10
As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios.Kirjoittanut Goldman Sachs
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Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
23:46
23:46
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23:46
Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the implications for investors on the latest episode of Goldman Sachs Exchanges.…
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Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
35:57
35:57
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35:57
David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his name – to the world of asset management.Kirjoittanut Goldman Sachs
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Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Research’s David Kostin, chief US equity strategist, looks at whether this rally can continue.Kirjoittanut Goldman Sachs
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