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Goldman Sachs

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Episode (200)

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111
Why oil and gold prices could keep rising

Why oil and gold prices could keep rising

Oct 08, 2024

Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of c...

112
The missing link to retirement security

The missing link to retirement security

Oct 01, 2024

Michael Moran, a pension strategist in Goldman Sachs Asset Management, explains how the current macro environment is changing the retirement picture for both savers and retirees. Mike and his team are...

113
Falling rates: A salve for real estate?

Falling rates: A salve for real estate?

Sep 24, 2024

The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commerc...

114
How Sequoia Capital’s Roelof Botha is forging the future

How Sequoia Capital’s Roelof Botha is forging the future

Sep 20, 2024

Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring b...

115
Why China’s economy is struggling

Why China’s economy is struggling

Sep 17, 2024

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, ...

116
Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Sep 10, 2024

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

117
Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Sep 05, 2024

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

118
Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Sep 04, 2024

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

119
Women in the workforce: Analyzing the gains and gaps

Women in the workforce: Analyzing the gains and gaps

Aug 20, 2024

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...

120
How a popular trade collapsed — and why it matters

How a popular trade collapsed — and why it matters

Aug 13, 2024

The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...

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