467 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
    • 5.0 • 1 Rating

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

    Is the UK economy finally turning the corner?

    Is the UK economy finally turning the corner?

    Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that small businesses can play in bolstering growth.
    To learn how the UK’s small businesses could help support the UK economy, read Generation Growth: The Small Business Manifesto.

    • 22 min
    Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

    Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

    Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits.
    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. 

    • 23 min
    Weighing the GLP-1 Market

    Weighing the GLP-1 Market

    The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity can and or wants to take them. In this episode, which is based on Goldman Sachs Research’s latest Top of Mind report, obesity medicine physician Dr. Fatima Cody Stanford and Jonathan Gruber, professor of economics and chairman of the Economics Department at MIT, discuss how large the addressable market for GLP-1s actually is and the implications for US fiscal health.  
    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. 

    • 24 min
    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

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Top Podcasts In Business

Meine YouTube Story - Der Creator Podcast
Sina Stieding, Georg Nolte, Michalina Seekamp, Christian Lutterbeck
The Money Show
Primedia Broadcasting
Rich Habits Podcast
Austin Hankwitz and Robert Croak
Personal Finance with Warren Ingram
Primedia Broadcasting
Financial Education
Financial Education
Craig Groeschel Leadership Podcast
Life.Church

You Might Also Like

Goldman Sachs The Markets
Goldman Sachs
Thoughts on the Market
Morgan Stanley
UBS On-Air: Market Moves
Client Strategy Office
At Any Rate
J.P. Morgan Global Research
Making Sense
J.P. Morgan
Masters in Business
Bloomberg