459 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
    • 4.6 • 124 Ratings

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

    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
    What’s ahead for retail: how retail CEOs are navigating a more complex environment

    What’s ahead for retail: how retail CEOs are navigating a more complex environment

    Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing director in the Cross Markets Consumer Retail Group, who discuss the deal-making landscape and the challenges facing investors and consumers. Ingrassia and Rana also join Ted Decker, chairman, CEO, and president of The Home Depot, and Dave Kimbell, the CEO of Ulta Beauty, on a panel held at the annual Retail Industry Leaders Association CEO Forum, to discuss the industry’s challenges and opportunities.

    • 37 min
    Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

    Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

    Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Goldman Sachs’ Teresa Mattamouros explains the implications for investors on the latest episode of Goldman Sachs Exchanges.

    • 23 min
    Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

    Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

    David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his name – to the world of asset management. 

    • 35 min
    Shifting supply and demand dynamics buffer oil market

    Shifting supply and demand dynamics buffer oil market

    Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that have muted the likelihood of large prices spikes.
     

    • 21 min
    2024: the year of elections

    2024: the year of elections

    With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Relations, and Timothy Garton Ash, professor of European Studies at the University of Oxford, explain the implications of key elections around the world. The episode breaks down 2024 elections that is the topic of Goldman Sachs Research’s latest Top of Mind report.

    • 25 min

Customer Reviews

4.6 out of 5
124 Ratings

124 Ratings

Theartfulodger ,

How Inflation, Rates, and Recession…

Just found and listened to a podcast hosted by Alison Nathan, who spoke with two other impressive GS Real Estate experts. Very insightful, sheer quality from start to finish. Excellent.

Guest Editors ,

Pure gold

Love hearing from the best financial experts with the world’s smartest financial services company.
Please can we hear from Goldman head of commodities, Jeff Currie on the paper manipulation of the silver market?
His awesome insights are always very greatly appreciated 👏🤩

maryinlondon ,

Episode with John Goldstein

I have just listened to an incredibly accurate and on point discussion with the head of the sustainable finance at Goldman Sachs that brought a lot of clarify. I sense this is a truly capable and focused management on the topic and I recommend for investment managers, ESG-focused professionals to have a look. Thanks

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