Castuner
Añadir un podcast

Exchanges

Goldman Sachs

In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

Web del podcast

Escúchalo en tu aplicación

Episodios

649 episodios

  1. Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout 35:18
  2. Goldman Sachs Chairman and CEO David Solomon on AI: Implementation, Accountability, and Jobs 16:52
  3. Why Oil Prices Are Surging Despite Recovering Supply 14:13
  4. Where Chinese Exports Are Gaining the Most Market Share 17:33
  5. Inside the Revival of Venture Capital Liquidity with an Industry Pioneer 31:59
  6. How Family Businesses Should Plan for Generational Success 22:41
  7. Why Markets May Be Pricing in Too Many Fed Rate Hikes 18:24
  8. Rich Friedman on the Rise of Private Markets and AI Investing 42:23
  9. Why Global Bond Yields Are Surging 25:26
  10. How Will Less Fed Transparency Affect Markets and the Economy? 22:05
  11. Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity 34:01
  12. The Outlook for Data Center Power Demand as AI Token Use Grows 32:08
  13. Building AI Systems for Capital Markets 26:34
  14. Wellington’s Jean Hynes on the Art of Investing and Finding New Markets 43:47
  15. What the US-Japan Currency Intervention Means for the Yen, Rates, and the Dollar 27:13
  16. Steven Tananbaum: The Evolution of Credit Investing and AI Opportunities 29:08
  17. How AI Debt Is Reshaping Credit Markets 25:21
  18. What the Surge in IPOs Means for Investors 20:07
  19. US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth 18:24
  20. The Growth of the Space Industry 16:34
  21. Ken Griffin on US-China Tensions and AI 29:00
  22. How Will AI Affect Jobs? 28:39
  23. What the IPO Boom Tells Us 9:49
  24. Maverick Capital Co-CIOs on Finding the AI Winners 22:35
  25. How the US-Iran Deal Could Affect Oil Prices 10:33
  26. Private Markets at an Inflection Point 24:41
  27. The AI Investment Boom: When Will It Pay Off? 24:10
  28. ‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy 31:53
  29. Can the Asia Equity Rally Continue? 22:29
  30. Innovation and Inflation: Twin Forces Reshaping Portfolios 20:12
  31. Pressures in Private Credit 25:13
  32. Will AI Make Markets Less Efficient? 18:35
  33. How Warsh Could Shape Fed Policy 16:01
  34. Farallon Capital's Nicolas Giauque on Investing for the Long Term 20:18
  35. Apollo's Jim Zelter on the Future of Private Credit 37:34
  36. Why Aren’t Investors More Worried? 19:32
  37. Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences 16:07
  38. AI Exchanges: Power Problems? 20:03
  39. The Business Builder: New Mountain Capital's Steve Klinsky 35:21
  40. Iran Conflict: How Long, and How Bad? 19:43
  41. Private Credit Concerns in Context 30:30
  42. Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership 30:32
  43. Emerging Markets: Stirred, But Not Yet Shaken 14:49
  44. Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility 27:11
  45. Can Software Survive AI? 15:17
  46. Oil Market Impacts from Iran 13:09
  47. Why Japanese Stocks Could Keep Rallying 18:23
  48. The New AI Trades 15:32
  49. Fundamentals Still Matter: Lone Pine’s David Craver 23:38
  50. ‘Affordability’: Consumer Concerns and Government Proposals 22:52