Exchanges

Latest Episodes:

AI Exchanges: Where Will the Power Come From? Jul 16, 2025

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The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI. For more, read "Powering the AI Era."

This episode was recorded on July 9, 2025.

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The Surprising Implications of an Aging Population Jul 08, 2025

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An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated.

This episode was recorded on May 29, 2025.

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Commodities Outlook: What’s Driving Oil, Gold, and Base Metals Jul 01, 2025

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Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape.

This episode was recorded on June 30, 2025.

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Mid-year outlook: diversify and hedge Jun 23, 2025

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Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in the second half of 2025.

This episode was recorded on June 17, 2025.

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Is a US fiscal crisis ahead? Jun 18, 2025

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Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report.

This episode was recorded on May 30, June 5, and June 17, 2025.

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How to win: Steve Cohen on markets and the Mets Jun 12, 2025

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What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Symposium.

This episode was recorded on June 4th, 2025.

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A German economic revival? Jun 10, 2025

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Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and Austria, discusses with Allison Nathan.

This episode was recorded on June 3, 2025.

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How Goldman Sachs’ John Waldron is navigating “a more uncertain time” Jun 05, 2025

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In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss.

This episode was recorded on June 2, 2025.

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Will legal challenges end the trade war? Jun 03, 2025

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A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan.

This episode was recorded on May 29, 2025.

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How AI, tariffs, and the energy transition are reshaping infrastructure investing May 27, 2025

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AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector.

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