Exchanges

Latest Episodes:

Oil’s extended reign? Adapting to a new era in oil markets Jul 09, 2024

Show notes

Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers shaping the oil market and what they mean for investors and consumers.

For more insights read Peak oil demand is still a decade away, Which commodities are the best hedge for inflation?, and Why are EV sales slowing?

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Taking stock: Can the US rally continue? Jul 02, 2024

Show notes

Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally.

For more information, read Stocks may extend their rally — but there’s value in diversification or listen to the Goldman Sachs The Markets podcast, where Goldman Sachs experts analyze the key market events each week, in under 10 minutes.

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Large-cap investing with Jennison Associates’ Kathleen McCarragher Jun 28, 2024

Show notes

Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams.

To hear from more Great Investors, check out: Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons; Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty; KKR’s Henry Kravis on private equity, culture, and global markets.

And for more on large-cap stocks, listen to: Goldman Sachs Exchanges: Are the largest US stocks too dominant?

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Why the French and UK elections matter for investors Jun 25, 2024

Show notes

As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting French stocks and bonds, while UK financial markets have been relatively stable ahead of the country's general election.

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2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop Jun 18, 2024

Show notes

Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop.

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Power surge: AI, renewable energy, and the future of electricity Jun 11, 2024

Show notes

The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sachs Research’s Carly Davenport, Alberto Gandolfi, and Brian Singer discuss the drivers behind their forecast of a surge in global power demand and the investments required to meet that demand.

For more: Goldman Sachs Exchanges.

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Central bank divergence: Why it's happening and why it matters Jun 04, 2024

Show notes

The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist and Head of Goldman Sachs Research Jan Hatzius, Peter Praet, former chief economist of the European Central Bank, and Maurice Obstfeld, former chief economist of the IMF, discuss the implications of central bank divergence for economies and markets. This episode explores the latest Top of Mind report, Central Bank Divergence: Room to Run?

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Can private equity bounce back? May 28, 2024

Show notes

On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan also speaks with Global Banking & Markets’ Mike Nickols and Gina Lytle who share their perspectives on the types of deals that are happening today.

For more, read Private Equity Inflection Point, a new report from Goldman Sachs Investment Banking, which explores the strategic and financing opportunities in the private equity industry.

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Is China’s rebound for real? May 21, 2024

Show notes

After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets.

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How AI, the energy transition, and the future of work are shaping impact investing May 14, 2024

Show notes

Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term trends shaping impact investing and the investment opportunities in the space.

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