Podcast · 80 episodes
Exchanges, page 4
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 4
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private MarketsJeff Aronson, co-founder/managing principal of Centerbridge Partners, discusses how private markets evolved, how Centerbridge built its multi-strategy platform, and where opportunities are now…19 Aug 2025 · 46 min · 19 chapters
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic InvestingRaffaele Savi, global head of BlackRock Systematic, discusses the evolution of systematic/factor investing, how AI will change it (scale, generative LLMs, “safety engineering”), and why systematic…12 Aug 2025 · 39 min · 14 chapters
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great CompaniesMike Speiser, managing director at Sutter Hill Ventures, explains his “builder” approach to venture investing: start with the right technical problem, assemble the right team, and run tight processes…7 Aug 2025 · 51 min · 19 chapters
AI Exchanges: AI’s Impact on EmploymentAI’s impact on employment, using early labor-market data to assess job displacement vs productivity gains, plus forecasts of transitional unemployment and which jobs are more resilient.5 Aug 2025 · 24 min · 14 chapters
Revenge of the Meme StocksMeme-stock mania is returning, with sharp moves in heavily shorted stocks tied to consumer brands and debated themes.29 Jul 2025 · 13 min · 9 chapters
Are Investors Complacent?Whether investors are complacent about tariff risk despite relaxed markets; how tariffs affect inflation and growth; implications for the Fed, rates, the dollar, and equity risk.22 Jul 2025 · 34 min · 15 chapters
AI Exchanges: Where Will the Power Come From?AI’s power demand as the main bottleneck for AI growth; how generation, transmission, labor, and regulation must expand to serve data centers.16 Jul 2025 · 22 min · 6 chapters
The Surprising Implications of an Aging PopulationGlobal population aging and its economic implications, driven by rising longevity and falling fertility.8 Jul 2025 · 17 min · 9 chapters