Episode (200)
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Can the Asia Equity Rally Continue?
May 20, 2026The equity story across Asia has split into two very different paths this year, with North Asian markets pulling ahead on the strength of the artificial intelligence trade while remaining more insulat...
Innovation and Inflation: Twin Forces Reshaping Portfolios
May 13, 2026Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary envi...
Cracks in Private Credit
May 11, 2026After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industr...
Will AI Make Markets Less Efficient?
May 06, 2026How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Management, explains the impact that AI is having in t...
How Warsh Could Shape Fed Policy
Apr 28, 2026How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dalla...
Farallon Capital's Nicolas Giauque on Investing for the Long Term
Apr 22, 2026Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environ...
Apollo's Jim Zelter on the Future of Private Credit
Apr 16, 2026Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world...
Why Aren’t Investors More Worried?
Apr 14, 2026Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global markets. In discussion with Exchanges Host Allison Nathan,...
Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences
Apr 07, 2026While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater threat. In this episode of Goldman Sachs Exchanges...
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...