In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
What China’s struggling property sector means for the global economy and markets
China’s property sector has remained under pressure, hobbling the country’s recovery and weighing on global economic growth. In this episode, Goldman Sachs Research’s Kenneth Ho, Asia credit strategist, Hui Shan, chief China economist, and Yi Wang, head of the China real estate team, discuss the implications and the road ahead.
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
In this episode of Goldman Sachs Exchanges, Dan Dees, Jim Esposito, and Ashok Varadhan, the co-heads of Goldman Sachs' Global Banking & Markets business, discuss their views on the markets, corporate and investor sentiment, and the outlook for deal-making. They also share their thoughts about the direction of the industry as well as their leadership and career advice.
Why the global economy and markets can continue to outperform in 2024
Goldman Sachs’ Jan Hatzius, the firm's chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss their outlook and the findings from their recently published 2024 macro outlook entitled, The Hard Part is Over.
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valuations, and the impact of artificial intelligence and quantum computing.
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and beyond.
Impactive Capital’s private equity approach to ESG-oriented activism
Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-term returns.
Effective & Focused Market Analysis
Deep dives with Knowledgeable guests. The episode on Crypto market volatility & future projections, is right on the spot!
Maturity of Blockchain through regulation, certification & standardization is a must to reveal & resolve compatibility issues, adequate AAA Protocols & integrity of settlement priorities.
The disclaimers at the end of each episode diminishes the value of the podcast. 🙏
GC’s CEO Hemant Taneja
Very inspiring interview. Goldman Sachs delivers another excellent interview!
One sided ESG
Wildly pro ESG and often misleading saying companies are further along on governance because investors understand the governance but not environmental or social but never mention that governance is being pushed by Blackrock and Vanguard on behalf of investors or that the push to green energy is driving up utility bills, supported by foreign mining that would never be allowed in the US or mentioning that wind may be killing or even wiping out whales populations.