Exchanges

Latest Episodes:

The Outlook for Airlines in 2021 Feb 12, 2021

Show notes

Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year.

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2021 Investment Outlook: “US Resilient” Feb 09, 2021

Show notes

Sharmin Mossavar-Rahmani, Chief Investment Officer for Goldman Sachs Private Wealth Management, discusses her team’s investment outlook for 2021 and why she is telling clients to stay invested. “Our recommendation of US preeminence and staying invested has served our clients well,” Mossavar-Rahmani says. “People might think that those two themes have outlived their value, and our message is, no, continue with that theme.”

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Markets Update: The Rise of Retail Investing Feb 05, 2021

Show notes

Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual investors’ portfolio strategies.

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Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants Feb 04, 2021

Show notes

In this special episode, four leaders across Goldman Sachs—Raj Mahajan of the Global Markets Division, John Marshall of Goldman Sachs Research, Lizzie Reed of the Investment Banking Division, and Greg Tuorto of Goldman Sachs Asset Management— discuss the historic rise of retail investing and its profound implications for market participants.

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The IPO SPAC-Tacle Feb 02, 2021

Show notes

With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these trends are sustainable. She speaks with Goldman Sachs’ head of Global Equity Capital Markets, David Ludwig, Professor of Finance at the University of Florida, Jay Ritter, and Professor of Business and Law at Stanford Law School, Michael Klausner.

A note to subscribers of the Top of Mind at Goldman Sachs podcast: going forward, we will be publishing future episodes as Exchanges at Goldman Sachs so please be sure to subscribe to that feed.

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The IPO SPAC-Tacle Feb 02, 2021

Show notes

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Markets Update: January’s Record Inflows and Retail Trading Boom Jan 29, 2021

Show notes

Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trading phenomenon and what it means for markets.

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France’s Economic Environment for 2021 Jan 26, 2021

Show notes

Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy recovers from the pandemic.

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Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals Jan 22, 2021

Show notes

One year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is tracking against its goals and why 2021 will be a “year of execution.”

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Policy Outlook for the Year Ahead Jan 20, 2021

Show notes

Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead.

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