Episode (200)
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Why recession fears are likely overblown
Aug 06, 2024Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown. Learn more about your ad ch...
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
Aug 02, 2024“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried...
Can the US consumer stay strong?
Jul 30, 2024The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog,...
Private credit investing with Ares Management’s Mike Arougheti
Jul 23, 2024Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, and the firm’s path to building its prowess in privat...
A skeptical look at AI investment
Jul 16, 2024Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s D...
Oil’s extended reign? Adapting to a new era in oil markets
Jul 09, 2024Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers sh...
Taking stock: Can the US rally continue?
Jul 02, 2024Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could...
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Jun 28, 2024Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and grow...
Why the French and UK elections matter for investors
Jun 25, 2024As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's loomi...
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Jun 18, 2024Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer...