Exchanges

Exchanges

Goldman Sachs

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Episode (200)

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61
AI Exchanges: How tech giants are navigating the AI landscape

AI Exchanges: How tech giants are navigating the AI landscape

May 07, 2025

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Te...

62
Stagflation and the Fed's next move

Stagflation and the Fed's next move

May 02, 2025

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his...

63
How AI and geopolitics are reshaping cybersecurity

How AI and geopolitics are reshaping cybersecurity

Apr 29, 2025

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Gol...

64
How insurers are navigating volatile markets

How insurers are navigating volatile markets

Apr 25, 2025

As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Mat...

65
Will tariffs lead to a recession?

Will tariffs lead to a recession?

Apr 23, 2025

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what mi...

66
Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

Apr 21, 2025

On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic fo...

67
The case for private credit

The case for private credit

Apr 15, 2025

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Managemen...

68
The recession question

The recession question

Apr 11, 2025

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff polic...

69
Recession watch: How to hedge now

Recession watch: How to hedge now

Apr 09, 2025

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategis...

70
Bain Capital’s David Gross on global opportunities and private equity’s evolution

Bain Capital’s David Gross on global opportunities and private equity’s evolution

Apr 01, 2025

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of B...

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