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    Goldman Sachs Exchanges

    Goldman Sachs Exchanges

    Goldman Sachs Exchanges

    ratings:
    Length:
    421 episodes
    Language:
    English
    Format:
    Podcast

    Description

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

    Episodes1 - 10 of 421 episodes

    Title

    Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors

    Recent weakness in US Treasury bond auctions have become a focal point for markets. Gol...

    23 minutes
    		Apr 30, 2024

    Weighing the GLP-1 Market

    The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for th...

    24 minutes
    		Apr 23, 2024

    Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates

    Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over ove...

    22 minutes
    		Apr 16, 2024

    Global insurers turn to private credit — and AI

    Where do the world’s largest investors see investment opportunities? Against a more con...

    19 minutes
    		Apr 09, 2024

    Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons

    Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and cultu...

    42 minutes
    		Apr 02, 2024

    Are the largest US stocks too dominant?

    The US stock market is more concentrated than it’s been in decades, with a small number...

    19 minutes
    		Mar 26, 2024

    Global transit & trade: in rough waters

    Transit on the seas — the planet’s most important means of trade — has become more frau...

    32 minutes
    		Mar 19, 2024

    High mortgage rates, limited inventory continue to challenge the US housing market

    High mortgage rates and a limited supply of homes have created one of the tightest mark...

    21 minutes
    		Mar 12, 2024

    What’s ahead for retail: how retail CEOs are navigating a more complex environment

    Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrass...

    37 minutes
    		Mar 05, 2024

    Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

    Climate change, artificial intelligence, shifting supply chains, and population growth ...

    23 minutes
    		Feb 28, 2024

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