Episode (200)
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How AI could impact geopolitics
Nov 26, 2024The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Gol...
Investing in Sports: A New Media Model
Nov 22, 2024Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the...
2025 outlook: Will tailwinds trump tariffs?
Nov 20, 2024As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congre...
Investing in Sports: The Next Trillion Dollar Market?
Nov 15, 2024The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adj...
What Trump’s policies could mean for the Fed
Nov 12, 2024Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on w...
What Trump’s win means for markets and portfolios
Nov 07, 2024The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mue...
How Clearlake Capital’s José E. Feliciano is finding value across private markets
Nov 04, 2024Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more in...
What will the US presidential election mean for the economy?
Oct 29, 2024How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic poli...
Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing
Oct 22, 2024Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs’ Michael Brandmeyer...
More gains ahead for US stocks?
Oct 15, 2024The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan H...