Goldman Sachs Exchanges

524 Episodes

1. How a popular trade collapsed — and why it matters

   Published: 8/13/2024
2. Why recession fears are likely overblown

   Published: 8/6/2024
3. TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

   Published: 8/2/2024
4. Can the US consumer stay strong?

   Published: 7/30/2024
5. Private credit investing with Ares Management’s Mike Arougheti

   Published: 7/23/2024
6. A skeptical look at AI investment

   Published: 7/16/2024
7. Oil’s extended reign? Adapting to a new era in oil markets

   Published: 7/9/2024
8. Taking stock: Can the US rally continue?

   Published: 7/2/2024
9. Large-cap investing with Jennison Associates’ Kathleen McCarragher

   Published: 6/28/2024
10. Why the French and UK elections matter for investors

    Published: 6/25/2024
11. 2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

    Published: 6/18/2024
12. Power surge: AI, renewable energy, and the future of electricity

    Published: 6/11/2024
13. Central bank divergence: Why it's happening and why it matters

    Published: 6/4/2024
14. Can private equity bounce back?

    Published: 5/28/2024
15. Is China’s rebound for real?

    Published: 5/21/2024
16. How AI, the energy transition, and the future of work are shaping impact investing

    Published: 5/14/2024
17. Is the UK economy finally turning the corner?

    Published: 5/7/2024
18. Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

    Published: 4/30/2024
19. Weighing the GLP-1 Market

    Published: 4/23/2024
20. Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

    Published: 4/16/2024