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?
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.
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.
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.
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.
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.
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.
Customer ReviewsSee All
Good insight but could be more organic
A lot of good insight but not very engaging. It’s clear that many interviewees received the questions beforehand and are reading verbatim off prepared written answers. This makes for a very dull delivery. Might work as a written report but not suitable for the podcast format. There is too data jammed in. Too dense for a listener to process.
Solid grasp in reality.
All Americans should listen to this podcast to understand how people with open minds can take in information from the world surrounding them, not react emotionally but with clarity and scientific process and intuition, to arrive at the closest possible understanding of the realities facing them.
Please post more frequently so long as you can maintain the same quality.
Quality interviews and insights about today’s relevant socioeconomic and finance topics 🙏🏼