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Latest Episodes:

Markets Update: Constructive Conditions for Equity Issuers and Investors Jun 12, 2020

Show notes

Lizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets.

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To Everyone Who’s Asked, ‘How’s It Going?’ Jun 05, 2020

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Fred Baba, a managing director in Goldman Sachs' Global Markets Division, reflects on a raw and honest email he wrote this week about his experience with racism and discrimination as a black man in America, as well as how his co-workers can best support the black community moving forward. Baba's email has been shared around the firm and was published as a Bloomberg Op-Ed.

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The Great Reset: A Framework for Investing After COVID-19 Jun 02, 2020

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Steve Strongin, a senior advisor for Goldman Sachs, discusses a new framework for investing after COVID-19.

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Daunting Debt Dynamics Jun 01, 2020

Show notes

Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind.

In this episode, Allison Nathan consults Harvard professor Kenneth Rogoff, University of Pennsylvania’s David Skeel, and Goldman Sachs’ chief economist Jan Hatzius. Our key takeaways: the benefit of running large deficits today far outweighs any eventual costs; worries about distress in emerging markets and the Euro area are largely warranted; and a likely wave of corporate bankruptcies could prolong—but likely won’t derail—the economic recovery.

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Markets Update: Investors Assess U.S.-China Risks May 29, 2020

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Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from U.S.-China tensions to ongoing COVID-19 uncertainty.

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The Future of Sustainable Nuclear Energy May 27, 2020

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Heath Terry of Goldman Sachs Research explores clean energy and the advances in nuclear power technology as part of his team’s Venture Capital Horizon series.

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Markets Update: Investor Sentiment Improves as Lockdowns Lift May 22, 2020

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Tony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, historic government stimulus efforts, potential vaccine developments, and ongoing US-China tensions.

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The State of Goldman Sachs’ Small-Business Lending May 19, 2020

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Goldman Sachs has committed $500 million in lending capital to provide Paycheck Protection Program, or PPP, loans to small businesses suffering in this crisis. In this episode, Margaret Anadu, head of the firm’s Urban Investment Group, provides an update on the more than 8,000 small businesses across the country that the firm has reached through partnerships with community development financial institutions (CDFIs) and other mission-driven lenders.

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Markets Update: How ESG is Changing May 15, 2020

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In this episode, leveraging a client call from Goldman Sachs Investment Banking, leaders from across the financial services industry discuss the pandemic’s impact on the ESG landscape, including how corporations and investors are responding. The conversation features Mark Wiedman, a senior managing director at BlackRock, Katherine Collins, head of Putnam Investment’s sustainable investing, Martin Whittaker, CEO of JUST Capital, and John Goldstein, head of Goldman Sachs’ Sustainable Finance Group.

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How Are Small Businesses Surviving? May 13, 2020

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Asahi Pompey, global head of Corporate Engagement and president of the Goldman Sachs Foundation, interviews three graduates of the Goldman Sachs 10,000 Small Businesses program to talk about their experiences with PPP loans, what’s keeping them up at night, and how they’re pivoting to adapt to changing industries and a changing society. The entrepreneurs are Khari Parker, co-founder of Connie’s Chicken and Waffles based in Baltimore, Dana White, founder and CEO of Paralee Boyd, a blow-dry salon in Detroit, and Jennie Ripps, founder and CEO of Owl’s Brew, a New York-based beverage company that specializes in teas and botanical-based drinks.

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