Exchanges

Latest Episodes:

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates Apr 20, 2021

Show notes

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments.

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What’s Ahead for the U.S. Dollar? Apr 16, 2021

Show notes

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.

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Whenever, Wherever: Seamless Commerce is the Future of Retail Apr 13, 2021

Show notes

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail.

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What’s Behind the Record Level of Equity Issuance? Apr 09, 2021

Show notes

Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance.

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Top of Mind: Reflation Risk Apr 08, 2021

Show notes

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior markets strategist Dominic Wilson.

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Outlook for Equity Markets Apr 06, 2021

Show notes

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets.

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A Guide to Bubbles and Why We Are Not in One Mar 30, 2021

Show notes

A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, discusses how today’s strong equities performance may have elements that resemble a bubble, but looks at other factors that argue against that assessment.

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How Supply-Chain Disruptions Are Impacting Inflation Mar 26, 2021

Show notes

As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market.

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Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors Mar 23, 2021

Show notes

In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah of the Asset Management Division—discuss what the $1.9 trillion American Rescue Plan means for the economy, markets, corporations and investors.

Recorded March 17, 18, and 22, 2021.

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The State of U.S. Corporate Pensions Mar 19, 2021

Show notes

Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pensions plans have fared in 2020 in his latest report as well as his outlook for this year.

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