464 episodes

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

Goldman Sachs Exchanges Goldman Sachs

    • Business
    • 3.9 • 8 Ratings

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

    Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

    Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

    Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong.
    And if you want more insights from Goldman Sachs, make sure to visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy. 

    • 22 min
    Global insurers turn to private credit — and AI

    Global insurers turn to private credit — and AI

    Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Goldman Sachs’ Mike Siegel and Matt Armas discuss where insurers see opportunities and risks, and other findings from their 13th annual Global Insurance Survey.

    • 19 min
    Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons

    Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons

    Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Bell Lovelace founded the firm in 1931, recently stepped down at the privately held firm as vice chair and president and continues as a portfolio manager.
    If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.  
     

    • 42 min
    Are the largest US stocks too dominant?

    Are the largest US stocks too dominant?

    The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors uneasy, Ben Snider, a senior strategist on the US portfolio strategy team in Goldman Sachs Research, and Peter Callahan, who covers the US technology, media, and telecommunications markets business in Global Banking & Markets, point out on Goldman Sachs Exchanges that these stocks' valuations reflect strong earnings.
    If you'd like to learn more, visit GS.com and sign up for Briefings, a weekly newsletter from Goldman Sachs about trends spanning markets, industries, and the global economy.  

    • 19 min
    Global transit & trade: in rough waters

    Global transit & trade: in rough waters

    Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, Admiral James Stavridis and DHL Group's CEO Tobias Meyer discuss the factors driving maritime risks today and the threats to global trade. 

    • 32 min
    High mortgage rates, limited inventory continue to challenge the US housing market

    High mortgage rates, limited inventory continue to challenge the US housing market

    High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024.

    • 21 min

Customer Reviews

3.9 out of 5
8 Ratings

8 Ratings

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