478 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
    • 4.2 • 882 Ratings

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

    A skeptical look at AI investment

    A skeptical look at AI investment

    Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what does that mean for businesses and investors? MIT’s Daron Acemoglu and Goldman Sachs Research’s Jim Covello explain why reality may not match the hype on the latest episode of Goldman Exchanges, which explores the latest Top of Mind report, Gen AI: too much spend, too little benefit?

    • 28 min
    Oil’s extended reign? Adapting to a new era in oil markets

    Oil’s extended reign? Adapting to a new era in oil markets

    Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhil Bhandari discuss the supply-and-demand drivers shaping the oil market and what they mean for investors and consumers.
    For more insights read Peak oil demand is still a decade away, Which commodities are the best hedge for inflation?, and Why are EV sales slowing?
     

    • 22 min
    Taking stock: Can the US rally continue?

    Taking stock: Can the US rally continue?

    Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally. 
    For more information, read Stocks may extend their rally — but there’s value in diversification or listen to the Goldman Sachs The Markets podcast, where Goldman Sachs experts analyze the key market events each week, in under 10 minutes. 

    • 18 min
    Large-cap investing with Jennison Associates’ Kathleen McCarragher

    Large-cap investing with Jennison Associates’ Kathleen McCarragher

    Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multiple economic cycles, her perspectives on AI and growth opportunities, and her advice on building and leading teams.
    To hear from more Great Investors, check out: Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons; Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty; KKR’s Henry Kravis on private equity, culture, and global markets.
    And for more on large-cap stocks, listen to: Goldman Sachs Exchanges: Are the largest US stocks too dominant? 

    • 25 min
    Why the French and UK elections matter for investors

    Why the French and UK elections matter for investors

    As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sharon Bell and George Cole explain how France's looming parliamentary elections are affecting French stocks and bonds, while UK financial markets have been relatively stable ahead of the country's general election.

    • 26 min
    2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

    2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop

    Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the second half of the year, as well as medium- and longer-term asset allocation shifts investors might make to accommodate a more dynamic macroeconomic backdrop.

    • 28 min

Customer Reviews

4.2 out of 5
882 Ratings

882 Ratings

Bolloncreek ,

Middle East risks

Great to hear at last a balanced view on the conflict in relation to the future scenarios. Interviewees that aren’t simple talking heads for media outlets

realitystrikesback ,

Lies lies lies

Your inflation hack that just spoke for 20 minutes lied the entire time. Shame on all of you. When will you be held accountable?

Just-Plain-Chris ,

GC’s CEO Hemant Taneja

Very inspiring interview. Goldman Sachs delivers another excellent interview!

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