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Exchanges at Goldman Sachs

Goldman Sachs

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In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?

23:38 | Jul 25th

The next 10 years of mobility will bring more change in the way that people and products move than any decade since the invention of the automobile, Goldman Sachs Research’s Heath Terry explains in this episode. Emerging technologies and business mod...Show More
Where Are Retailers Looking For Growth?

23:28 | Jul 3rd

In this episode, Jennifer Davis, head of retail investment banking for Goldman Sachs, explains how retailers are expanding their growth strategies against a backdrop of continued e-commerce growth and shifting demographics. While Davis acknowledges t...Show More
Does Human Behavior Move the Markets?

17:41 | Jun 26th

Although financial markets tend to be explained largely in quantitative terms, human behavior still plays a major role in driving price action, says Sheba Jafari, head of technical analysis for Goldman Sachs’ Securities Division. Jafari, who looks at...Show More
What is Alternative Risk Premia and Why are Investors Excited About It?

37:03 | Jun 10th

While systematic investing has origins in academia dating back to the 1950s, only in the past several years has it evolved into practical applications for portfolio construction. In this episode, Heather Shemilt and Tom Leake of the Goldman Sachs Sec...Show More
Is Womenomics Working?

29:25 | May 30th

When Kathy Matsui first published research on "Womenomics," exploring the economic outcomes of women in the workforce, Japan had one of the lowest female participation rates in the developed world. Now, 20 years later, Japan's female participation ra...Show More
What's the Business Case for Investing in America's Low-Income Communities?

22:19 | May 22nd

The 2017 tax overhaul created incentives for investing in certain low-income communities across America, or "opportunity zones" as they're called. In this episode, Margaret Anadu, head of Goldman Sachs Urban Investment Group, explains the opportunity...Show More
Why Do Smaller Companies Receive Higher Valuations for New Initiatives?

20:02 | May 9th

In this episode, Steve Strongin of Goldman Sachs Research discusses a new report from Goldman Sachs' Global Markets Institute, titled "What the Market Pays For." One of the main findings is that equity investors tend to pay for persistence or what is...Show More
What's Keeping Insurers Up at Night?

14:39 | May 6th

The findings of Goldman Sachs Asset Management's (GSAM) annual insurance survey are in, and insurance companies generally believe that US markets are in late stages of the economic cycle. Of the companies surveyed, 84% indicated that the US will see...Show More
Why Are Savings Rates Back in Focus in the UK?

21:34 | Apr 30th

In the wake of the financial crisis, the low interest rate environment gave consumers little incentive to put their money into savings accounts. That's changing in the UK, says Goldman Sachs' Des McDaid, with savings rates "back on the agenda." In th...Show More
Why Are Savings Rates Back in Focus in the UK?

21:36 | Apr 30th

In the wake of the financial crisis, the low interest rate environment gave consumers little incentive to put their money into savings accounts. That's changing in the UK, says Goldman Sachs' Des McDaid, with savings rates "back on the agenda." In th...Show More
What's the Role of Private Capital Markets in Europe?

26:09 | Apr 23rd

When banks reigned in their lending activities after the global financial crisis, there was a gap in the market as small-to-medium sized businesses had nowhere to go to raise capital that they needed to grow. In this episode, Greg Olafson and Nishi S...Show More
What's the Role of Private Capital Markets in Europe?

26:09 | Apr 23rd

When banks reigned in their lending activities after the global financial crisis, there was a gap in the market as small-to-medium sized businesses had nowhere to go to raise capital that they needed to grow. In this episode, Greg Olafson and Nishi S...Show More
What's Next For Emerging Markets?

18:32 | Apr 11th

Emerging market economies are showing early signs of stabilization, according to Kevin Daly of Goldman Sachs Research, and a number of the factors that contributed to the weakness of EM economies last year have now been reversed. "There has already b...Show More
How is Tech Reshaping the City Skyline?

25:42 | Apr 1st

Technology is changing the physical layout of cities, says Jim Garman, who runs real estate investing for Goldman Sachs' Merchant Banking Division in Europe. For instance, while e-commerce is driving down demand for brick-and-mortar storefronts, it's...Show More
Why ESG is Becoming a 'Business Imperative' for Asset Managers

42:14 | Mar 25th

Integrating ESG - environmental and social governance - into asset managers' portfolios is becoming a "business imperative," says Richard Manley, head of Environmental Social Governance Research in Goldman Sachs Research. In this episode, Manley expl...Show More
With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?

20:12 | Mar 18th

From our office in London, this episode is all about Europe's investing environment, including how investors are preparing for possible Brexit scenarios, drivers of the region's economic slowdown and where clients are finding alpha. "The number one i...Show More
What Can Credit Markets Tell Us About the Chances of a US Recession?

26:48 | Mar 11th

A Goldman Sachs Research study of the last 100 years suggests US recessions can be boiled down to five major causes - and several (like industrial and oil supply shocks) look structurally less threatening today. But among those that still bear close ...Show More
France in Focus: CEOs Playing Offense and Defense

21:45 | Feb 25th

In France, Goldman Sachs Investment Banking clients are focused on key three risk factors, according to Goldman Sachs' Pierre Hudry: geopolitical outlook, market stability and rising shareholder activism. Amid the uncertainty, however, French managem...Show More
Tech in Europe: Innovating Amidst Constraints

31:02 | Feb 19th

This episode is all about Europe's technology sector, from the pace of tech disruption and the growth of AI, to how companies are innovating in the face of political and regulatory constraints and more. Jo Hannaford of Goldman Sachs' Technology Divis...Show More
China's 'Bumpy Deceleration'

20:24 | Feb 11th

The bumpy deceleration underway in China will be met with additional economic policy easing, albeit with some notable differences to previous stimulus, says Goldman Sachs Research's Andrew Tilton. He expects a slightly smaller and later stimulus rela...Show More
The Scene from China: VC and Tech Reach New Scale

20:20 | Feb 4th

Last year, venture capital investment in China surpassed North American totals for the first time in history, bringing Chinese business models to a stage and scale that "the entire world needs to pay attention to" in the eyes of Goldman Sachs Researc...Show More
Commodities Outlook: Return of the New Oil Order

29:13 | Jan 22nd

Making a comeback alongside higher spot prices this year will be the rapid growth in US shale, says Jeff Currie, with new pipeline capacity unlocking supply from the Permian Basin and re-anchoring the market around a fast-cycle, lower-cost New Oil Or...Show More
Tech Talk 2019

18:33 | Jan 11th

"Startups right now are all using technology in different ways to drive growth, to drive expansion internationally...to continue to innovate their products..." says Kim Posnett of Goldman Sachs Investment Banking, who expects a strong IPO and M&A mar...Show More
Founders' Spotlight: What It's Really Like to Start and Scale a Business

32:52 | Dec 20th, 2018

"[As a founder] there is no stopping. The commitment is bottomless in a way that I've never had before...and so it requires a level of emotional resilience and balance that is not the easiest thing to do," says Josh Hoffman, co-founder and CEO of bio...Show More
From Pharmaceuticals to Medical Devices: What to Watch in China's Healthcare Sector

25:40 | Nov 27th, 2018

In our first ever podcast taped in Hong Kong, we're exploring one of the highest growth sectors in China: healthcare. Stephanie Hui, head of Goldman Sachs' Merchant Banking Division in Asia-Pacific, ex-Japan, joins us in the studio to discuss the dri...Show More
Closing the Gender Gaps: Advancing Women in Corporate America

30:02 | Nov 12th, 2018

In this episode, we sit down with Amanda Hindlian and Sandra Lawson, two of the authors of a Goldman Sachs Global Markets Institute report called "Closing the gender gaps: Advancing women in corporate America." The report aims to contribute to the on...Show More
LIBOR's Long Goodbye

25:09 | Oct 29th, 2018

This episode is all about the London Interbank Offered Rate, or LIBOR as it's commonly called. Beth Hammack, Goldman Sachs' global treasurer, and Jason Granet, head of the firm's LIBOR transition efforts, discuss what LIBOR is, what went wrong with t...Show More
Talent and Technology: What's Driving Poland's Growth

22:25 | Oct 15th, 2018

Poland is sometimes overshadowed by its European neighbors, but it's an important player within the region, according to Goldman Sachs' Artur Tomala and Brent Watson. In this episode, Tomala and Watson describe Poland's economic, business and politic...Show More
Europe's Energy Evolution

24:05 | Oct 1st, 2018

Europe's energy sector is undergoing a transformation toward sustainable energy sources, says Goldman Sachs Research's Alberto Gandolfi. In this episode, Gandolfi discusses why clean energy has started to undercut the cost of conventional generation....Show More
Finding Value in Today's Investing Climate, from Emerging Markets to ESG

24:06 | Sep 17th, 2018

International Goldman Sachs Asset Management CEO Sheila Patel joins us in the studio to discuss key trends facing investors, from where opportunities remain in emerging markets assets to the growth of ESG investing to sovereign wealth funds' shift to...Show More
From Corporate Simplification to Recovering Growth: Europe's Business Environment

20:44 | Sep 10th, 2018

Europe's business environment is in focus as companies simplify their corporate structure, global trade tensions continue and the tech industry faces increased scrutiny. Marc Nachmann, co-head of the Goldman Sachs Investment Banking Division, joins u...Show More
"Scale, Sophistication and Global Relevance" -- Asia's Private Equity Market

25:13 | Aug 23rd, 2018

"The scale of deals we're seeing [in Asia] is something we've never seen before," says Alison Mass of the Goldman Sachs Investment Banking Division. While Mass has been traveling to Asia for more than twenty years to meet with private equity clients,...Show More
Growth, Politics and Shareholder Activism: European Equities in Focus

21:25 | Aug 17th, 2018

Looking at investor returns, European equities are trailing U.S. peers while beating emerging-market stocks in 2018. As part of our closer look at emerging economic and market themes in Europe, Sharon Bell of Goldman Sachs Research discusses the fact...Show More
Why Technology is Not a Bubble

28:26 | Aug 7th, 2018

Is there a bubble in technology? Goldman Sachs Research's Peter Oppenheimer doesn't think so. Despite the recent stumbles in some of tech's biggest names, the sector continues to dominate global stock indexes. "The thing that's really set apart [toda...Show More
Hallo Tech: Germany Adapts to the Digital Age

20:20 | Aug 3rd, 2018

Germany is in focus in Europe and around the globe as its historically strong economy undergoes a transformation adapting to the digital age. As part of our closer look at emerging economic and market themes in Europe, we sat down with Wolfgang Fink,...Show More
Getting Clarity on Personal Finance's Mobile Shift

19:29 | Jul 20th, 2018

From the financial problems facing Americans to how psychology explains people's saving and spending habits, this episode is all about money. Entrepreneur Adam Dell, founder of Clarity Money, a personal finance app that was acquired by Marcus by Gold...Show More
Beneath Trade Clouds, China's Transition Opens Opportunities

31:48 | Jul 9th, 2018

Rising trade tensions with the United States should not obscure the importance of China's progress in transforming its economy and opening its markets, according to Goldman Sachs Research's Tim Moe. On the latest episode of our podcast, Exchanges at ...Show More
Why Healthcare is (Finally) Chasing Consumers

32:40 | Jun 21st, 2018

From consumers' growing influence and vertical consolidation to the shift to value-based care and questions around drug pricing policy, there's a lot going on in the healthcare industry. Jo Natauri, global head of healthcare investing in Goldman Sach...Show More
What Happened to the American Pension?

25:35 | Jun 11th, 2018

Fifty years ago, if you asked Americans how they mainly saved for retirement, chances are they'd answer: "my pension." That's no longer the case. After surging in the post-World War II years, corporate pensions have been on the decline in the US over...Show More
At the Movies: Battling Box-Office Blues in an Age of Streaming

32:49 | May 24th, 2018

From subscription services with generous discounts on concessions to comfier theaters, the film industry is moving aggressively to get more people off their sofas and to the box office, says Drew Borst of Goldman Sachs Research, so far with mixed res...Show More
Beyond VR and AR: Extended Reality to Transform Our Lives as Consumers

23:10 | May 21st, 2018

It's not a matter of if Extended Reality (XR) will touch all aspects of our lives-it's a matter of when, says Heather Bellini of Goldman Sachs Research. By 2025, XR is projected to generate over $100 billion in sales, with the consumer and e-commerce...Show More
eSports: The New Global Pastime

26:19 | May 8th, 2018

eSports - professional video gaming - has over 350 million viewers worldwide. In this episode, Ryan Nolan, global head of digital gaming in Goldman Sachs' Investment Banking Division, and his colleague Moritz Baier, a former eSports world champion, d...Show More
Oil Investing Enters "The Age of Restraint"

22:00 | Apr 27th, 2018

The oil and natural gas investment cycle is entering an "age of restraint," according to a newly-published report from Goldman Sachs Research. In this episode, we sit down with Michele Della Vigna, Commodity Equity business unit leader in EMEA, to un...Show More
Is Bitcoin a (Bursting) Bubble?

26:16 | Apr 19th, 2018

As cryptocurrency volatility continues, Steve Strongin, Charlie Himmelberg and Jeff Currie of Goldman Sachs Research reaffirm their cautious stance on the long-term viability of bitcoin and other first-generation cryptocurrencies. "This should be a b...Show More
From Mobile Wallets to Blockchain: How Fintech is Growing Up

23:04 | Apr 5th, 2018

The fintech sector has been evolving rapidly as new startups emerge and large financial institutions figure out how to adapt...or else get left behind. To understand where we are in the "three waves of fintech," we spoke with Jeff Gido, global head o...Show More
In Their Own Words: 10,000 Small Businesses on Challenges to Growth

30:28 | Mar 23rd, 2018

Small businesses make up over 99 percent of all U.S. enterprises, and they employ 60 million Americans, nearly half the national workforce. In this episode, we sit down with Steve Strongin and Amanda Hindlian of Goldman Sachs' Global Investment Resea...Show More
The Rate Stuff: What Markets Are Saying About the Macro Outlook

25:48 | Mar 12th, 2018

What are the markets telling us about expectations for the economy and monetary policy? We sat down with Francesco Garzarelli, co-chief markets economist of the Global Macro Research team, who says recent upticks in volatility reflect a stronger US ...Show More
How Podcasts Are Creating The "Second Golden Age of Audio"

22:52 | Feb 23rd, 2018

The popularity of podcasts is surging, as millions of listeners turn to their smartphones each day for audio content ranging from quick news to immersive storytelling. So what makes a great podcast, and how are podcasts changing traditional media an...Show More
(Un)Steady as She Goes: 2018 Investment Outlook

29:35 | Feb 9th, 2018

The U.S. is in its second-longest equity bull market in the post WWII-era, at nearly nine years. Can financial markets continue on their upward course, or is the recent volatility a sign that bearish conditions are on their way? Sharmin Mossavar-Rahm...Show More
"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America

25:13 | Feb 2nd, 2018

"We are looking at a once-in-a-generation secular change in the way we produce power," says Gonzalo Garcia, co-head of the Global Natural Resources Group in Goldman Sachs' Investment Banking Division and co-head of Latin America for the firm. In addi...Show More
President Trump, Year Two: What's Next on the Agenda?

30:27 | Jan 25th, 2018

Now over the hurdle of tax reform, the question becomes which political priorities the Trump Administration will tackle next. Alec Phillips, chief US political economist for Goldman Sachs Research, says the potential for a mid-term election shakeup i...Show More
Closer Than You Think: What the Future Looks Like to Venture Capital

19:51 | Jan 8th, 2018

Venture capital has taken on a higher profile in the public imagination in recent years, thanks to the dramatic success of several early bets that have since become household names. Heath Terry, lead internet sector analyst for Goldman Sachs Research...Show More
In the Face of Brexit, Business as Usual in Europe... But For How Long?

24:29 | Dec 20th, 2017

The year's most notable elections in Europe produced largely market-friendly results, stability that has helped support the deal-making environment across the continent. Anthony Gutman, co-head of UK Investment Banking at Goldman Sachs and co-head of...Show More
Tax Reform, Bitcoin and the Year Ahead for Financials

28:36 | Dec 14th, 2017

Banks in the United States are well-positioned to benefit from corporate tax reform, says Goldman Sachs Research's Richard Ramsden. What's less clear is how they'll continue to fend off challenges from technology companies, which have already made in...Show More
The "Pay-As-You-Go" Car and the Future of Mobility

22:35 | Dec 6th, 2017

Ride-hailing companies are poised for explosive growth over the next decade, according to Stefan Burgstaller, head of European industrials equity research. Their prominence may usher in the era of the 'pay-as-you-go' car, which could have dramatic ef...Show More
The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again

23:42 | Nov 22nd, 2017

Eric Ryan and Adam Lowry were childhood friends who started a business together. Then it got crazy. They discuss building Method, the innovative homecare company, out of the dirtiest bachelor pad in San Francisco, and why both got the itch to start-u...Show More
Building Brands, Creating Communities: Beautycounter and Zola

26:19 | Nov 22nd, 2017

From the 2017 Goldman Sachs Builders + Innovators Summit: Shan-Lyn Ma, co-founder and CEO of online wedding destination Zola, and Gregg Renfrew, founder and CEO of skincare and cosmetics brand Beautycounter, are joined by Goldman Sachs co-head of Inv...Show More
Three Views on Impact Investing

25:18 | Nov 7th, 2017

Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CEO of New Energy Capital, and Elizabeth McGeveran, Director of Impact Investing at the McKnight Found...Show More
The Bear Necessities

25:56 | Oct 30th, 2017

Eight years into the "most unloved" bull market in history, many investors are asking how much longer the upswing can last. Peter Oppenheimer, chief global equity strategist for Goldman Sachs Research, discusses why identifying the peak may be less i...Show More
Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More

27:51 | Oct 19th, 2017

Harvey Schwartz, president and co-COO of Goldman Sachs, took a year off after high school, though it wasn't part of any kind of grand plan - he readily admits there wasn't one. But it did introduce him to his first mentor, and the concept of investin...Show More
A Conversation with Goldman Sachs President David Solomon

33:27 | Oct 13th, 2017

Markets are up, volatility is down and clients have questions. David Solomon, president and co-COO of Goldman Sachs, discusses the rise in passive investing, how technology is making the world more competitive and his 35-year career on Wall Street. ...Show More
Flux, Friction and the Next Phase of Globalization

32:34 | Oct 9th, 2017

After a distinguished career in politics that included roles as prime minister of Portugal and president of the European Commission, José Manuel Barroso was named chair of Goldman Sachs International in 2016. He discusses the future of European integ...Show More
The Evolution of the Equities Market

38:46 | Sep 25th, 2017

Paul Russo, co-COO of the Equities Franchise in the Goldman Sachs Securities Division, explains how technological change and regulatory reform helped develop a growing class of institutional investor - systematic traders - and what a rising interest ...Show More
Europe Looks to Germany

22:08 | Sep 18th, 2017

Jörg Kukies, co-CEO of Goldman Sachs in Germany and Austria, discusses Germany's unique role within Europe and on the global stage during a period of significant political and economic developments in Europe and globally. This podcast was recorded...Show More
The Store of the Future

19:34 | Aug 22nd, 2017

For all the pain that e-commerce has inflicted on retailers, the brick-and-mortar store is far from dead, according to Goldman Sachs Research's lead retail analyst Matt Fassler. Instead, he says, survivors of the latest round of retail disruption wil...Show More
Investing in Low-Carbon Asia

20:05 | Aug 7th, 2017

With energy demand expected to double in Asia by 2030, and with a billion people currently without electricity, Ankur Sahu, co-head of Goldman Sachs' Merchant Bank in Asia-Pacific, says that renewables fill a crucial gap in the marketplace. Investors...Show More
Why Health Care's Future Is All About Value

29:57 | Jul 20th, 2017

Health care is projected to make up nearly forty percent of the US federal budget by 2025. In an effort to slow down cost increases, some in the industry have begun to explore value-based contracts, potentially transforming the industry's economics. ...Show More
Music: Back in Black

29:46 | Jun 30th, 2017

Digitization ravaged the music business, but nearly 20 years after the launch of Napster, the industry has returned to growth on the back of a "second digital revolution," according to Lisa Yang of Goldman Sachs Research. Streaming services are leadi...Show More
Retail: Online, Offline, All the Time

28:08 | Jun 16th, 2017

The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, global chair of the Healthcare Group and the Consumer and Retail Group in Investment Banking, and Kim Po...Show More
Space: The Next Investment Frontier

24:15 | May 22nd, 2017

Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch, communications and exploration. Noah Poponak, senior Aerospace and Defense equity research analyst ...Show More
The Metrics that Matter: A 'Mainstream' Approach to ESG

26:09 | May 8th, 2017

Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sachs Research's Derek Bingham. As a member of the GS SUSTAIN team, which seeks to identify companies ...Show More
Post-Brexit Europe: A Period of Uncertainty and Opportunity

22:02 | Apr 26th, 2017

The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that has underpinned much of the region's business operations will continue for the foreseeable future. Ri...Show More
'Peak Momentum' and a New Phase for Asian Stocks

28:12 | Apr 7th, 2017

Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak momentum." While that could mean more modest returns for equity investors going forward, there is sti...Show More
Manufacturing in the Digital Age: A Balancing Act for Businesses

20:53 | Mar 27th, 2017

The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of the Industrials Group in Goldman Sachs' Investment Banking Division, discusses how industrial busin...Show More
Rhetoric Meets Reality in Washington

31:24 | Mar 10th, 2017

President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of Government Affairs at Goldman Sachs, and Alec Phillips, US political economist in Goldman Sachs Resea...Show More
Asia Adapts to a New Investing Climate

19:59 | Feb 22nd, 2017

Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed since the election of Donald Trump, with a focus on trade, risk and the evolution of active and passiv...Show More
China, Trump and Asia's Shifting Trade Order

23:15 | Feb 7th, 2017

The United States appears poised to revisit its trading stance with China - and Asia more broadly - after the inauguration of President Donald Trump. Andrew Tilton, chief Asia economist of Goldman Sachs Research, considers the Asian economies most at...Show More
Half Full: The Case for Remaining Invested in US Equities

29:03 | Jan 17th, 2017

US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth Management at Goldman Sachs, says that high valua...Show More
My Generation: What Your Birth Year Says about How You'll Spend

25:40 | Jan 10th, 2017

Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf discuss how the differing habits of three generations that make up the...Show More
Artificial Intelligence: The Apex Technology of the Information Age

19:24 | Dec 27th, 2016

Artificial intelligence - the science of teaching computers to think like humans - could reshape the global economy by making both capital investments and labor costs more efficient. That would provide a meaningful boost to productivity growth, which...Show More
Gary Cohn Says Goodbye to Goldman Sachs

20:24 | Dec 12th, 2016

Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sachs. As he departs the firm after 26 years, Cohn shares some of the experiences that have shaped him...Show More
After the Trump Trade: The Future of Financials

17:53 | Dec 12th, 2016

Investors have flocked to financials since Donald Trump's election in expectation of a steepening yield curve and regulatory reform boosting bank bottom lines. Richard Ramsden, business unit leader of the Financials Group in Goldman Sachs Research, e...Show More
Taxes, Trade and More in a Trump Presidency

38:17 | Nov 17th, 2016

As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the economic issues at the top of his agenda. Alec Phillips, Goldman Sachs Research's political economi...Show More
Defining the Terms of Brexit

28:39 | Nov 14th, 2016

As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it will strike with Brussels. Goldman Sachs' Chief European Economist Huw Pill discusses the spectrum of...Show More
Building Brands to Help People Live Better: Outdoor Voices and Tata Harper

28:45 | Oct 31st, 2016

Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sachs' David Solomon to discuss entrepreneurship and the global health and wellness movement. This ...Show More
How Fintech Is Transforming Consumer Finance

26:50 | Oct 13th, 2016

Purpose-driven loans - for housing, education and automobiles - comprise most of the consumer credit market, with credit cards making up most of the rest. But the industry is undergoing a profound shift, as new entrants leverage responsive technologi...Show More
The Evolution of the 'Long Good Buy'

20:08 | Sep 27th, 2016

Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist and head of Macro Research in Europe for Goldman Sa...Show More
Narrowing the Jobs Gap

28:38 | Sep 12th, 2016

Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets Institute, explain why preparing for the jobs of ...Show More
The Changing Media Landscape: Disrupting Distribution

29:15 | Aug 26th, 2016

Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen and Dave Dase of the Investment Banking Division discuss the emerging partnerships, developing rivalri...Show More
Emission Control: The Expanding Low Carbon Economy

19:07 | Aug 12th, 2016

Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN team, which focuses on identifying long-term industry leaders, says that low carbon technologies lik...Show More
Brick and Mortal: Retail's Hard Lessons from E-Commerce

17:53 | Jul 28th, 2016

Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending with changing consumer habits, generational shifts and technological disruption. This podcast was r...Show More
Healthcare's Balance Between Science and Commerce

19:48 | Jul 13th, 2016

Jami Rubin, business unit leader of the Healthcare Research Group for Goldman Sachs Research, discusses top trends in healthcare, including progress in the fight against cancer, diabetes and Alzheimer's, cutting-edge science in gene therapy and gene ...Show More
Brexit: After the Vote

28:19 | Jun 28th, 2016

The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief European economist in Goldman Sachs Research, discusses the economic and market implications of the B...Show More
The Big Deal about Big Data

26:36 | Jun 16th, 2016

Armen Avanessians, chief investment officer of Goldman Sachs Asset Management's Quantitative Investment Strategies team, discusses how big data can help investors make smarter, better informed decisions. This episode was recorded on April 26, 2016...Show More
Bright Spots in Emerging Markets

24:15 | Jun 3rd, 2016

A better external backdrop is just part of the reason why emerging market assets have surprised in the first half of 2016. Kamakshya Trivedi, chief Emerging Markets macro strategist in Goldman Sachs Research, considers the local and global factors in...Show More
Disruption in Deutschland

24:51 | May 19th, 2016

Export-heavy Germany is contending with a wave of disruptive changes that are altering the competitive landscape for both the country's largest corporations and its globally admired small and medium-sized enterprises, the Mittelstand. Wolfgang Fink, ...Show More
Whenever, Wherever: The New Model for Retail

16:35 | May 4th, 2016

Kathy Elsesser, global co-head of the Consumer Retail and Healthcare Group in the Investment Banking Division at Goldman Sachs discusses how the slowdown in deal-making in the first quarter of 2016 has affected the consumer retail space, why the sect...Show More
Niche No Longer: ESG Investing Goes Mainstream

28:35 | Apr 21st, 2016

What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing director in Goldman Sachs Asset Management, investing for ESG requires the same rigor and discipline as "...Show More
Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

20:08 | Apr 6th, 2016

Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving markets for drones, the surprising demographics of the sharing economy and the opportunity at the in...Show More
Billion Dollar Babies: Virtual Reality and the Shift to Cloud

23:20 | Mar 22nd, 2016

Heather Bellini, head of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual and augmented reality, and the $300 billion in enterprise IT spend at stake as companies pursue cloud...Show More
"Fat and Flat" and the Market Path from Here

26:40 | Mar 10th, 2016

Peter Oppenheimer, Goldman Sachs Research's chief equity strategist and head of European Macro Research, weighs in on the recent rally in equity markets, the "third wave" of the financial crisis, the likelihood of a global recession, and more. Thi...Show More
The Markets vs. the Economy - Explaining the Disconnect

30:31 | Feb 25th, 2016

Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credit markets could be sending false signals about the underlying strength of the broader economy. Th...Show More
Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs

26:06 | Feb 9th, 2016

Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic slowdown, volatile oil prices and the evolution of Silicon Valley. This podcast was recorded on ...Show More
The Digitization of Finance

27:09 | Jan 20th, 2016

Don Duet, co-head of the Technology Division at Goldman Sachs, discusses the technological transformation of the financial services industry, and how advances in open source, big data, blockchain and other areas are driving further innovation. Thi...Show More
Beyond the Fed Hike: The Business of Banking in 2016

21:36 | Jan 6th, 2016

US banks are at an inflection point after the Federal Reserve's decision to raise its benchmark interest rate for the first time in nearly a decade. Goldman Sachs Research's Richard Ramsden discusses front-burner issues for the industry in the year a...Show More
The Business Case for Climate Action

27:17 | Dec 18th, 2015

Kyung-Ah Park, head of Environmental Markets at Goldman Sachs, represented the firm at the UN Climate Change Conference in Paris. She discusses the historic climate agreement adopted by 196 parties and ways the business community can help facilitate ...Show More
Charting the Course for a Stronger South Africa

23:56 | Nov 25th, 2015

Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses South Africa's resilience amidst a challenging environment for emerging markets and steps it can take to boost productivity and broaden economic...Show More
Cord Cutting Goes Prime Time

25:06 | Nov 20th, 2015

In the second and third quarters of 2015, pay-TV services lost nearly one million subscribers to online streaming options. Brett Feldman and Drew Borst, equity research analysts in Global Investment Research at Goldman Sachs, share how the media and ...Show More
Start-Up Stories from the Builders + Innovators Summit

32:03 | Nov 9th, 2015

"There's never been a better time to start a business," says Philip Krim, co-founder and CEO of Casper. He joined Mariam Naficy, founder and CEO of Minted, and David Solomon, co-head of the Investment Banking Division at Goldman Sachs, to discuss wha...Show More
China's Transition and the Outlook for Asia

26:59 | Oct 20th, 2015

Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transition to a consumer-driven economy means for markets across Asia. This podcast was recorded on...Show More
Cars 2025 - What Will Drive You?

22:33 | Oct 12th, 2015

Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the adoption of ultra-lightweight materials and the devel...Show More
Flat is the New Up

27:17 | Oct 9th, 2015

David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an ''extraordinary run," and why the decline in energy prices will have important implications for corporate profits and capital...Show More
Separating Signals from Noise - Perspectives on the Future of Investing

24:19 | Sep 29th, 2015

Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for investors of every generation. This episod...Show More
Oil: Lower for Even Longer

23:28 | Sep 17th, 2015

Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will continue to hold down oil prices, and the feedback loop driving down commodity prices around the wo...Show More
Small Business in the Big Easy: Powering an Economic Revival

18:25 | Aug 26th, 2015

Dina Powell, head of Goldman Sachs' Impact Investing business and president of the Goldman Sachs Foundation, discusses how investing in the New Orleans small business community has helped to revitalize the city. She is joined by two graduates of the ...Show More
Brittle Markets: The Risks from Falling Liquidity

25:41 | Aug 19th, 2015

Steve Strongin, head of the Global Investment Research (GIR) Division, and Charlie Himmelberg, GIR's co-head of Global Markets Research and global head of Credit and Mortgage Strategy Research, discuss the importance of liquidity in the market, the v...Show More
The Future of Finance

29:47 | Jul 30th, 2015

Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are opening the door for a new and expanding class of competitors aiming to shake up financial services. ...Show More
The New Bottom Line: ESG Investing

18:16 | Jul 21st, 2015

Hugh Lawson, recently named global head of Environmental, Social and Governance (ESG) investing within Goldman Sachs Asset Management, explains how Goldman Sachs is responding to growing demand for ESG investing around the world. This epis...Show More
Global Equity Markets in Flux

22:27 | Jul 9th, 2015

Kathryn Koch, head of Fundamental Equity Client Portfolio Management within Goldman Sachs Asset Management, discusses key trends impacting equity markets globally, including the ongoing Greek debt negotiations, stock volatility in China, and the boom...Show More
The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management

25:10 | Jun 24th, 2015

Gary Cohn, president and chief operating officer of Goldman Sachs, discusses key issues impacting the global economic landscape, including the anticipated rise in interest rates, market liquidity and the relationship between clearing houses and syste...Show More
Mainframes and Back Again: Lessons from 25 Years in Technology

25:45 | Jun 5th, 2015

R. Martin Chavez, chief information officer of Goldman Sachs, discusses some of the game-changing trends in technology today -- including the shift to cloud, open source for enterprise, and big data -- and how financial institutions are embracing the...Show More
A Conversation with Lloyd Blankfein

30:01 | May 20th, 2015

Lloyd Blankfein, chairman and CEO of Goldman Sachs, discusses a range of global economic issues -- including the United States' evolving policies on trade, energy and infrastructure, opportunities and challenges facing China's economy, and the impact...Show More
Planes, Brains and Automobiles: The Future of Innovation

19:03 | May 5th, 2015

Hugo Scott-Gall, head of Thematic Research at Goldman Sachs, discusses the disruptive innovations that dominated discussion at the Goldman Sachs Innovation Symposium. This podcast was recorded on March 18, 2015. This podca...Show More
The UK Macro Environment

12:45 | Apr 23rd, 2015

Kevin Daly, senior European economist in Global Investment Research at Goldman Sachs, discusses factors influencing the growth outlook in the UK, including housing, wages and energy prices. This podcast was recorded on March 30, 2015. ...Show More
Revitalizing Communities Through Impact Investing

18:57 | Apr 15th, 2015

Margaret Anadu, a managing director in the Urban Investment Group at Goldman Sachs, discusses impact investing and the firm's efforts to help rebuild communities in Newark and New York City. This podcast was recorded on April 1, 2015. ...Show More
Artificial Intelligence: The Next Wave of Disruption

17:37 | Apr 1st, 2015

George Lee, chief information officer for the Investment Banking Division at Goldman Sachs, discusses the disruptive potential of artificial intelligence. This podcast was recorded on March 4, 2015. The information contain...Show More
The Long-term Potential of the Growth Markets

18:50 | Mar 20th, 2015

Michael Sherwood, a vice chairman of Goldman Sachs and co-CEO of Goldman Sachs International, discusses the economic potential of Growth Markets around the world, including India and China. This podcast was recorded on March 4, 2015. ...Show More
The Future of the US-China Economic Relationship

26:04 | Mar 5th, 2015

Mark Schwartz, a vice chairman of Goldman Sachs and chairman of Goldman Sachs Asia Pacific, discusses China's reform efforts, future growth and prospects for an enhanced investment relationship with the United States. This podcast was reco...Show More
The Global Growth Landscape

18:12 | Feb 17th, 2015

Sheila Patel, chief executive officer of International Goldman Sachs Asset Management, discusses what makes 2015 a "year of change" for investors. This episode was recorded on February 4, 2015. The views and opinions expre...Show More
The New Oil Order

21:47 | Jan 8th, 2015

Jeff Currie, global head of Commodities Research at Goldman Sachs, discusses the surge in US oil production, the changing role of OPEC and how lower oil prices are impacting the global economy. This podcast was recorded on December 15, 201...Show More
Macro Themes for Fixed Income Investors in 2015

26:07 | Dec 19th, 2014

Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses trends for investors to watch in 2015. This podcast was recorded on December 15, 2014 The views and opin...Show More
A Revolution in Cancer Treatment

13:23 | Dec 5th, 2014

Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer. This podcast was recorded on November 25, 2014 This podcast should not be copied, distribu...Show More