264 episodes

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

Exchanges at Goldman Sach‪s‬ Goldman Sachs

    • Business
    • 3.7 • 7 Ratings

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

    What’s Behind the Record Level of Equity Issuance?

    What’s Behind the Record Level of Equity Issuance?

    Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance. 

    • 12 min
    Top of Mind: Reflation Risk

    Top of Mind: Reflation Risk

    With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior markets strategist Dominic Wilson.

    • 25 min
    Outlook for Equity Markets

    Outlook for Equity Markets

    With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets.

    • 18 min
    A Guide to Bubbles and Why We Are Not in One

    A Guide to Bubbles and Why We Are Not in One

    A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, discusses how today’s strong equities performance may have elements that resemble a bubble, but looks at other factors that argue against that assessment.

    • 16 min
    How Supply-Chain Disruptions Are Impacting Inflation

    How Supply-Chain Disruptions Are Impacting Inflation

    As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market. 

    • 9 min
    Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

    Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors

    In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah of the Asset Management Division—discuss what the $1.9 trillion American Rescue Plan means for the economy, markets, corporations and investors.
     
    Recorded March 17, 18, and 22, 2021.
     

    • 36 min

Customer Reviews

3.7 out of 5
7 Ratings

7 Ratings

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