Episode (200)
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AI Exchanges: Power Problems?
Apr 02, 2026As the demand for AI-powered data centers continues to grow, Goldman Sachs Research’s Brian Singer explains the potential sources—and constraints—of power demand growth. This episode was recorded o...
The Business Builder: New Mountain Capital's Steve Klinsky
Mar 31, 2026Steve Klinsky, founder and CEO of New Mountain Capital, joins Goldman Sachs’ Alison Mass to discuss the macro landscape, his approach to building businesses, the evolution of the private equity indust...
Iran Conflict: How Long, and How Bad?
Mar 27, 2026The Iran conflict has triggered the largest energy supply disruption in history with shipping traffic in the Strait of Hormuz nearly at a standstill and regional energy infrastructure under fire. In t...
Private Credit Concerns in Context
Mar 23, 2026Goldman Sachs’ Alex Blostein and Vivek Bantwal discuss the market sentiment, fundamentals, and the outlook for the private credit sector. This episode was recorded on March 19th and 20th. The opin...
Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership
Mar 20, 2026Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chairman of The Goldman Sachs Group Inc. and former Cha...
Emerging Markets: Stirred, But Not Yet Shaken
Mar 18, 2026Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets. This episode was recorded on March 12, 2026. The opinions and v...
Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility
Mar 16, 2026Goldman Sachs International Co-CEOs Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe. This episode was recorded on March 12, 2026. The opinions and vi...
Can Software Survive AI?
Mar 10, 2026Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sa...
Oil Market Impacts from Iran
Mar 02, 2026Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices....
Why Japanese Stocks Could Keep Rallying
Feb 24, 2026Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors. Date of recording: February 19, 2026....