Podcast · 80 episodes
Exchanges, page 3
by Goldman Sachs · English
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
All episodes, page 3
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and AllocationIn the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, key figures from Goldman Sachs Research discuss the trends that are expected to shape assets and portfolio…20 Jan 2026 · 26 min · 14 chapters
Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional PerspectivesIn the second episode of the Goldman Sachs Exchanges Outlook 2026 series, host Alison Nathan leads a discussion with Goldman Sachs economists David Mericle, Andrew Tilton, and Jari Stehn about the…15 Jan 2026 · 23 min · 11 chapters
Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big PictureGoldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture13 Jan 2026 · 24 min · 12 chapters
Oil Market Impacts from VenezuelaOil Market Impacts from Venezuela6 Jan 2026 · 12 min · 6 chapters
Looking for Trends: One River Asset Management’s Eric PetersA podcast sharing insights on developments shaping industries, markets, and the global economy.22 Dec 2025 · 32 min
‘Who’s the Next Winner?’: Diameter Capital’s Scott GoodwinIn this episode of "Exchanges," host Michael Brandmeier interviews Scott Goodwin, co-founder and managing partner of Diameter Capital Partners.18 Dec 2025 · 33 min
The US-China Tech RaceDiscussion on the technological rivalry between the US and China, featuring insights from Mark Kennedy and Paul Triolo.10 Dec 2025 · 27 min
From Assets to Alpha: David Kostin on US EquitiesDavid Kostin, Chief US Equity Strategist at Goldman Sachs4 Dec 2025 · 27 min
What’s Driving the Surge in Deal-Making?In this episode of Exchanges, host Allison Nathan discusses the current state of mergers and acquisitions (M&A) with Stephan Feldgoise, head of Global Mergers & Acquisitions at Goldman Sachs.24 Nov 2025 · 17 min
The Fed's Tightrope: Inflation, Labor, and the Path AheadThe podcast episode features Rob Kaplan, Vice Chairman of Goldman Sachs and former president of the Dallas Fed, discussing the uncertain economic landscape of the U.S., characterized by high…18 Nov 2025 · 20 min
Are AI Bubble Concerns Warranted or Overblown?Are AI Bubble Concerns Warranted or Overblown?11 Nov 2025 · 14 min
China's Economy: Reasons for OptimismChina's Economy: Reasons for Optimism5 Nov 2025 · 18 min
Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony YoseloffMacro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff31 Oct 2025 · 39 min
Gold, Oil, and Rare Earths: Commodities on the MoveIn each episode of "Exchanges," insights are shared from individuals within Goldman Sachs on developments shaping industries, markets, and the global economy.28 Oct 2025 · 13 min
‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha24 Oct 2025 · 33 min
Making Sense of Weak Job Growth Alongside Solid GDP GrowthMaking Sense of Weak Job Growth Alongside Solid GDP Growth22 Oct 2025 · 19 min
‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter17 Oct 2025 · 32 min
The Rise of Secondaries: Unlocking Liquidity in Private MarketsThe Rise of Secondaries: Unlocking Liquidity in Private Markets14 Oct 2025 · 18 min
The Shutdown’s Economic ImpactThe Shutdown’s Economic Impact8 Oct 2025 · 19 min
AI Exchanges: The Role of DataNeema Raphael, Chief Data Officer and Head of Data Engineering at Goldman Sachs30 Sep 2025 · 17 min
How Reliable is Economic Data?How reliable U.S. and global economic data is amid large revisions, survey funding/staffing cuts, pandemic-era measurement problems, and political pressure on the Bureau of Labor Statistics (BLS).25 Sep 2025 · 26 min · 10 chapters
The Healthcare Outlook: Macro Challenges and Biotech InnovationsWhy U.S. healthcare and biotech have lagged despite record equity markets, and where biotech innovation may create selective investment opportunities.18 Sep 2025 · 28 min · 13 chapters
The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing PlatformDarren Cohen (Goldman Sachs Asset Management) discusses his growth investing “playbook,” lessons from tech cycles (1999–2000, 2007–08, and 2020–22), and where he sees opportunity now—AI-enabled SaaS,…9 Sep 2025 · 24 min · 11 chapters
After a Summer of Stablecoins, What’s Next?The “stablecoin summer” after the U.S. passed the “Genius Act,” which creates a federal supervisory framework for stablecoins.2 Sep 2025 · 23 min · 11 chapters