Exchanges At Goldman Sachs
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 194:48:53
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Sinopsis
In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
Episodios
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How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
31/01/2023 Duración: 25minIn this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the economy and investment landscape, and his efforts to enhance the financial resilience of the workforce.
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As China reopens, what’s ahead for commodities in 2023?
24/01/2023 Duración: 26minCommodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs, Jeff Currie, global head of commodities research, explains why commodities are poised to outperform.
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The global economy in 2075: Growth slows as Asia rises
17/01/2023 Duración: 18minWhat are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-head of the economics team covering Central & Eastern Europe, the Middle East and Africa, discusses the team’s long-term projections and the continued convergence between emerging and developed market economies.
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What’s ahead for economies and markets in 2023?
11/01/2023 Duración: 31minWhat’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe the U.S. can avoid a recession and how the economic landscape is improving in Europe and China in 2023.
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M&A in 2023: A complex but optimistic outlook for deal-making
03/01/2023 Duración: 21minAfter soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sachs, Stephan Feldgoise and Mark Sorrell, the co-heads of the Global Mergers and Acquisitions business in Goldman Sachs Investment Banking, discuss the drivers behind 2022’s activity and what to expect in the year ahead.
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What’s next for crypto regulations?
20/12/2022 Duración: 26minThe recent rapid collapse of cryptocurrency exchange FTX on the heels of the crash of Terra’s Luna stablecoin and the failure of the Celsius crypto lending platform has sent shockwaves through the crypto ecosystem. In the latest episode of Exchanges at Goldman Sachs, Former Chairman of the Securities and Exchange Commission Jay Clayton, Former Chairman of the Commodity Futures Trading Commission Timothy Massad, Head of Research at One River Asset Management Marcel Kasumovich, and Professor at Yale School of Management Gary Gorton, discuss what the regulatory landscape for digital assets looks like today, what it may be lacking, and how that may be fixed. This episode is based off of Goldman Sachs’ most recent Top of Mind report, “The Winter of Crypto’s Discontents”.
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The Outlook for Financial Services
13/12/2022 Duración: 22minBanks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US? GS Research’s Richard Ramsden and Alex Blostein discuss in the latest episode of Exchanges at Goldman Sachs, also sharing the themes and sentiment they took away from the recent GS US Financial Services Conference.
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Asset Allocation Outlook for 2023: Greater Diversification and Divergence
06/12/2022 Duración: 24minMarket volatility, inflation and positive correlations across assets have put a question mark on the diversification benefits of multi-asset portfolios. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research, breaks down what investors should keep in mind when building portfolios in 2023.
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The Path to Net Zero: Managing the Transition
29/11/2022 Duración: 18minRising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization affecting investments in traditional oil and gas projects? In the latest episode of Exchanges at Goldman Sachs, Michele Della Vigna, head of natural resources research for Goldman Sachs in EMEA, explains the impact of higher fossil fuel prices on the low-carbon transition and the investment that is required to get to net zero.
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Central bank tightening: what could break?
22/11/2022 Duración: 24minCentral banks’ aggressive policy tightening has raised concerns about what could break in a global financial system accustomed to low rates. In the latest Exchanges at Goldman Sachs, Goldman Sachs’ Allison Nathan speaks with Jeremy Stein, Professor at Harvard University and a former Federal Reserve Board Governor, and Vítor Constâncio, former vice president of the European Central Bank, about which financial stability risks are worth watching, whether policymakers have the tools to manage those risks, and if they could prompt central banks to slow or even pause tightening. The episode is based on Goldman Sachs Research’s latest Top of Mind report.
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Europe’s Energy Crisis: End in sight or far from over?
15/11/2022 Duración: 24minPlentiful natural gas supplies and mild weather across Europe are creating optimism that the continent may be able to avoid shortages and blackouts this winter. But is that optimism premature? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, a senior energy strategist who focuses on the natural gas markets, and Jari Stehn, our chief European economist, discuss the state of Europe’s energy crisis and its impact on the broader European economy.
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Breaking Down the U.S. Midterm Elections: What’s Next for Policy, Markets and Economic Growth
10/11/2022 Duración: 27minAs the voting continues from the U.S. midterm elections, the results so far indicate a status quo in country’s political divisions. But what does a divided Congress mean for policy, markets and economic growth? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Alec Phillips and the Office of Government Affairs’ Joe Wall analyze the results of the U.S. midterm elections and the impact for policy and economic growth.
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Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
08/11/2022 Duración: 22minAs the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U.S. economist, Kate McShane, U.S. retail analyst, and Eric Sheridan, U.S. internet sector analyst, discuss the health of the consumer and the implications for economic growth.
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Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
01/11/2022 Duración: 20minAmid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track. In the latest Exchanges at Goldman Sachs, Michael Moran, a senior pension strategist in Goldman Sachs’ Asset Management Division, explains how today's complex backdrop, as well as competing financial priorities, are affecting individual retirement plans. This episode is based on the latest findings from the team’s Retirement Survey & Insights Report 2022, Navigating the Financial Vortex.
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Navigating Macro Headwinds: A Conversation With the Founders of Brex and Chief
25/10/2022 Duración: 22minWhat’s top of mind for exceptional entrepreneurs? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Kim Posnett, global head of Investment Banking Services, sat down with two company founders — Henrique Dubugras, co-founder and co-CEO at Brex and Carolyn Childers, co-founder and CEO at Chief — to discuss their founder journeys, how their businesses are adapting to a challenging macro environment, and what they are most optimistic about for their futures. The episode was recorded at the firm’s annual Builders and Innovators Summit.
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China’s Congress: an inflection point?
18/10/2022 Duración: 25minThe 20th Party Congress of the Chinese Communist Party, which kicked off on Sunday, promises to be one of the most significant events for China in modern history, not only because President Xi Jinping is widely expected to secure an unprecedented third term, but also because it comes amid the country’s slowest pace of growth in decades. So, whether the Congress marks an inflection point for economic policy is Top of Mind. In the latest episode of Exchanges at Goldman Sachs, Susan Shirk, chair of the 21st Century China Center at UC San Diego, David Li, professor at Tsinghua University, and Hui Shan, Goldman Sachs Research’ chief China economist, discuss what to watch for that could presage a policy inflection, what that inflection may look like, and what it could mean for growth. This episode is based on GIR’s Allison Nathan’s latest Top of Mind report.
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Taking Stock: What’s Ahead for US Markets
11/10/2022 Duración: 16minIt’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs Research, discusses the outlook for U.S. equities and the sectors and styles still working in today's environment.
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Breaking Down the Dollar's Rise
04/10/2022 Duración: 19minWhat’s behind the volatility in the currency markets—and how much higher can the dollar go? In the latest episode of Exchanges at Goldman Sachs, Kamakshya Trivedi, Head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy, discusses what a surging US dollar and falling currencies across markets from the UK and Japan to China and Europe mean for global growth.
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Why Sustainability is a Fashion Staple
27/09/2022 Duración: 22minOne of the fastest-growing sectors in the fashion and apparel industry has been the resale market, fueled by price and environmental concerns. So what are the opportunities and challenges for retailers and investors? And how will the macro challenges facing today’s consumers affect the sector? In the latest episode of Exchanges at Goldman Sachs, James Reinhart, CEO & Co-founder of thredUP, and Karen Levin, a managing director in Goldman Sachs’ Consumer Retail Group, discuss the rise of secondhand fashion and how brands are pivoting their retailing practices towards a more sustainable future.
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Will Slaying Inflation Require Recession?
20/09/2022 Duración: 19minIn the fight to combat high inflation, the Federal Reserve and the European Central Bank have embarked on aggressive tightening paths. But how much damage to economic growth will they ultimately have to inflict to win this fight? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, Goldman Sachs’ chief economist and head of Goldman Sachs Research, and Olivier Blanchard, C. Fred Bergsten Senior Fellow at the Peterson Institute, debate whether the Fed can rebalance an overheated labor market — a key requirement to tame inflation — without a sharp rise in unemployment. This episode is based off of Goldman Sachs’ latest Top of Mind report.