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Exchanges

Goldman Sachs

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

Sito del podcast

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Episodi

649 episodi

  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