Exchanges

Latest Episodes:

Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments Feb 28, 2024

Show notes

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the implications for investors on the latest episode of Goldman Sachs Exchanges.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty Feb 23, 2024

Show notes

David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his name – to the world of asset management.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Shifting supply and demand dynamics buffer oil market Feb 21, 2024

Show notes

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that have muted the likelihood of large prices spikes.

Learn more about your ad choices. Visit megaphone.fm/adchoices

2024: the year of elections Feb 13, 2024

Show notes

With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Relations, and Timothy Garton Ash, professor of European Studies at the University of Oxford, explain the implications of key elections around the world. The episode breaks down 2024 elections that is the topic of Goldman Sachs Research’s latest Top of Mind report.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Investing in a post-modern ‘super cycle’ Feb 06, 2024

Show notes

Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, and head of macro research in Europe. In this episode, Oppenheimer explains the factors driving what he sees as the current post-modern super cycle, the investment implications, and findings from his latest book, Any Happy Returns: Structural Changes and Super Cycles in Market.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World Feb 01, 2024

Show notes

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Future of Four Wheels: Episode 3, The New New-Car Business Jan 31, 2024

Show notes

In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Future of Four Wheels: Episode 2, Building the Car of the Future Jan 30, 2024

Show notes

In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital importance of new metals like cobalt, lithium, and manganese.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Future of Four Wheels: Episode 1, The Twin Revolution Jan 29, 2024

Show notes

In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete rethinking of how cars are designed, engineered, and built. Those changes, in turn, require massive shifts in supply chains, labor pipelines, and corporate organization.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities Jan 23, 2024

Show notes

Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than the market expects.

Learn more about your ad choices. Visit megaphone.fm/adchoices