Episode (200)
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The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Nov 07, 2023Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and...
Impactive Capital’s private equity approach to ESG-oriented activism
Nov 03, 2023Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-...
Is US outperformance at a turning point?
Nov 01, 2023The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains unchallenged. But can this run continue? In this episode of Goldman Sachs ...
Unlocking the AI M&A Supercycle
Oct 24, 2023The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen A...
Commercial real estate risks
Oct 17, 2023US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van N...
Implications of a higher-for-longer rate regime
Oct 11, 2023Global bond yields have moved sharply higher in recent weeks, setting the stage for a higher-for-longer rate regime. Goldman Sachs Research’s Praveen Korapaty, chief interest rates strategist, and Glo...
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
Oct 06, 2023General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of G...
Why most Americans aren’t saving enough for retirement
Oct 03, 2023An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A retirement plan and recent legislation can help manage the competing ...
The IPO market’s soft opening
Sep 26, 2023Signs of life in the global IPO market are spurring investor optimism for a broader recovery. On Goldman Sachs Exchanges, David Ludwig, global head of equity capital markets at Goldman Sachs’ Global B...
Tech companies are investing in growth
Sep 19, 2023After a period of cost cutting and layoffs — and buoyed by generative AI tailwinds — software and internet companies are starting to invest for growth, say Goldman Sachs Research’s Eric Sheridan and K...