Episode (200)
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Is a US fiscal crisis ahead?
Jun 18, 2025Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with...
How to win: Steve Cohen on markets and the Mets
Jun 12, 2025What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of ...
A German economic revival?
Jun 10, 2025Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germ...
How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
Jun 05, 2025In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to...
Will legal challenges end the trade war?
Jun 03, 2025A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for inves...
How AI, tariffs, and the energy transition are reshaping infrastructure investing
May 27, 2025AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and...
A world of opportunity: Rob Citrone’s best ideas
May 22, 2025Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasq...
Is Fed independence at risk?
May 20, 2025In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode e...
Equity risks and alts opportunities
May 13, 2025US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity stra...
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
May 09, 2025Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. ...