Exchanges at Goldman Sachs Podcast
1) The Outlook for Airlines in 2021
Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year.
2) Looking for Trends: One River Asset Management’s Eric Peters
Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on De...Show More
3) ‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode w...Show More
4) The US-China Tech Race
Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DG...Show More
5) From Assets to Alpha: David Kostin on US Equities
Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin, who is retiring as chief US equity strategist at t...Show More
6) What’s Driving the Surge in Deal-Making?
Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stepha...Show More
7) The Fed's Tightrope: Inflation, Labor, and the Path Ahead
With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of Goldman Sachs, discusses the uncertain outlook with Allison Nathan. Thi...Show More
8) Are AI Bubble Concerns Warranted or Overblown?
AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and K...Show More
9) China's Economy: Reasons for Optimism
As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was...Show More
10) Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff
Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across different market cycles, and where he sees opportunit...Show More