Episode (200)
Halaman 5 dari 20
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
Aug 19, 2025In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and...
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
Aug 12, 2025Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recor...
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
Aug 07, 2025As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them...
AI Exchanges: AI’s Impact on Employment
Aug 05, 2025One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potentia...
Revenge of the Meme Stocks
Jul 29, 2025Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. ...
Are Investors Complacent?
Jul 22, 2025Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outl...
AI Exchanges: Where Will the Power Come From?
Jul 16, 2025The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking bus...
The Surprising Implications of an Aging Population
Jul 08, 2025An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, exp...
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Jul 01, 2025Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Le...
Mid-year outlook: diversify and hedge
Jun 23, 2025Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solut...