Episode (200)
Halaman 8 dari 20
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace
Mar 25, 2025How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Al...
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class
Mar 21, 2025In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shar...
Are credit investors nervous about recession risk?
Mar 18, 2025In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook?...
How tariffs will impact the US economy
Mar 11, 2025Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn...
Trump’s tariffs: Big talk or big action?
Mar 04, 2025Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new...
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Feb 28, 2025Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic bac...
Macro questions and market strength
Feb 18, 2025How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior a...
Tariffs: What’s ahead and why it matters
Feb 13, 2025Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tari...
AI Exchanges: Will falling costs drive new opportunities?
Feb 04, 2025The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podc...
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit
Jan 29, 2025Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldm...