Episode (200)
Halaman 3 dari 20
Looking for Trends: One River Asset Management’s Eric Peters
Dec 22, 2025Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on De...
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Dec 18, 2025Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode w...
The US-China Tech Race
Dec 10, 2025Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DG...
From Assets to Alpha: David Kostin on US Equities
Dec 04, 2025Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin, who is retiring as chief US equity strategist at t...
What’s Driving the Surge in Deal-Making?
Nov 24, 2025Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stepha...
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
Nov 18, 2025With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of Goldman Sachs, discusses the uncertain outlook with Allison Nathan. Thi...
Are AI Bubble Concerns Warranted or Overblown?
Nov 11, 2025AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and K...
China's Economy: Reasons for Optimism
Nov 05, 2025As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was...
Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff
Oct 31, 2025Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across different market cycles, and where he sees opportunit...
Gold, Oil, and Rare Earths: Commodities on the Move
Oct 28, 2025With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolio...