Exchanges

Latest Episodes:

The case for private credit Apr 15, 2025

Show notes

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 Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the risks and opportunities.

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The recession question Apr 11, 2025

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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 policies on the global economy and markets.

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Recession watch: How to hedge now Apr 09, 2025

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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 Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges.

This episode was recorded on April 8, 2025.

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Bain Capital’s David Gross on global opportunities and private equity’s evolution Apr 01, 2025

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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 Bain Capital, to explore the evolving global landscape of private equity and alternative investments.

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AI Exchanges: CIO Marco Argenti on the future of AI in the workplace Mar 25, 2025

Show notes

How 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 Allison Nathan in the second episode of this special podcast series.

This episode was recorded on March 6, 2025.

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The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class Mar 21, 2025

Show notes

In 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, shares his

views on the housing market, leading a firm, and his predictions about the

future of real estate as an asset class.

This episode was recorded on February 19, 2025.

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Are credit investors nervous about recession risk? Mar 18, 2025

Show notes

In 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? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan.

This episode was recorded on March 14, 2025.

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How tariffs will impact the US economy Mar 11, 2025

Show notes

Goldman 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.

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Trump’s tariffs: Big talk or big action? Mar 04, 2025

Show notes

Trump 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 era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitiveness during Trump’s first term, discusses with Allison Nathan. This episode explores the latest Top of Mind report.

This episode was recorded on February 20 and March 3, 2025.

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Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund Feb 28, 2025

Show notes

Capstone’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 backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series.

This episode was recorded on February 20, 2025.

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