Exchanges
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Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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The Rise of Secondaries: Unlocking Liquidity in Private Markets
Once a niche segment, the private equity secondaries market
has seen substantial growth and is reshaping the broader alternative asset landscape...
The Shutdown’s Economic Impact
How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief...
AI Exchanges: The Role of Data
Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling...
How Reliable is Economic Data?
Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commi...
The Healthcare Outlook: Macro Challenges and Biotech Innovations
While the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Un...
The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform
Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career traject...
After a Summer of Stablecoins, What’s Next?
In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — digi...
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discu...
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent...
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in compani...
AI Exchanges: AI’s Impact on Employment
One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts All...
Revenge of the Meme Stocks
Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader mar...
Are Investors Complacent?
Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact...
AI Exchanges: Where Will the Power Come From?
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 Re...
The Surprising Implications of an Aging Population
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 Af...
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape....
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co...
Is a US fiscal crisis ahead?
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 Kennet...
How to win: Steve Cohen on markets and the Mets
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 diamon...
A German economic revival?
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 impac...
How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief O...
Will legal challenges end the trade war?
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 – an...
How AI, tariffs, and the energy transition are reshaping infrastructure investing
AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infras...
A world of opportunity: Rob Citrone’s best ideas
Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions...
Is Fed independence at risk?
In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the...
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges,...
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of...
AI Exchanges: How tech giants are navigating the AI landscape
US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, say...
Stagflation and the Fed's next move
As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and...
How AI and geopolitics are reshaping cybersecurity
The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marc...
How insurers are navigating volatile markets
As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman S...
Will tariffs lead to a recession?
The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs...
Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment
On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging...
The case for private credit
How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head...
The recession question
Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, d...
Recession watch: How to hedge now
Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Researc...
Bain Capital’s David Gross on global opportunities and private equity’s evolution
In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, si...
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace
How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief inf...
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class
In the latest episode of Goldman Sachs Exchanges: Great
Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused
investmen...
Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors...