With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top of Mind report, asks experts whether or not these trends are sustainable. She speaks with Goldman Sachs’ head of Global Equity Capital Markets, David Ludwig, Professor of Finance at the University of Florida, Jay Ritter, and Professor of Business and Law at Stanford Law School, Michael Klausner. Learn more about your ad choices. Visit megaphone.fm/ad...
Feb 02, 2021•29 min
Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trading phenomenon and what it means for markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 29, 2021•15 min
Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy recovers from the pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 26, 2021•12 min
One year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is tracking against its goals and why 2021 will be a “year of execution.” Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 22, 2021•34 min
Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 20, 2021•16 min
Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global backdrop of low interest rates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 15, 2021•6 min
Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies to raise money in the public markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 12, 2021•19 min
As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-consensus growth for 2021, despite the weak US jobs report for December. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 08, 2021•24 min
Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2020. Wall also talks about other policy priorities that investors are watching for in the new year. This podcast was recorded on the morning of December 21, 2020. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 21, 2020•13 min
Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 18, 2020•11 min
Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 15, 2020•16 min
Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positioning their portfolios going into 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 11, 2020•15 min
Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 08, 2020•17 min
Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going into the last few weeks of the year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 04, 2020•10 min
Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 01, 2020•17 min
Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re optimistic about growth in Asia-Pacific next year,” Tilton says. “We think the region could grow more than 7% in 2021. We’re optimistic about the world also – we think the world can grow about 6% – but especially optimistic about Asia-Pacific.” Learn more about your ad choices. Visit megaphone.fm/adcho...
Nov 24, 2020•10 min
Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and indeed the economy,” Oppenheimer says in this episode, and goes on to explain why he thinks the current bull market is transitioning from a “hope” phase to a “growth” phase. “As we move forwards in time, we do expect to see more even returns globally – less so than extreme outperformance of the US,” s...
Nov 20, 2020•12 min
Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many of its European neighbors and what’s ahead on the road to recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 17, 2020•18 min
David Kostin, Goldman Sachs Research’s Chief U.S. Equity Strategist, looks back at an events-heavy week and what it means for markets in the days ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 13, 2020•12 min
Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-19 vaccine and the obstacles that still lie ahead for FDA approval and widespread distribution. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 12, 2020•10 min
Jan Hatzius, Chief Economist for Goldman Sachs, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact of the US election on global growth in 2021. This podcast leverages a Goldman Sachs Research client call, hosted the morning of November 9th, 2020. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 09, 2020•56 min
Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investors expect in terms of economic recovery and policy agendas looking ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nov 06, 2020•10 min
Amelia Garnett of Goldman Sachs' Global Markets Division talks about the key conversations she's having with investors ahead of the November 3rd election. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 30, 2020•11 min
From the 2020 virtual Builders + Innovators Summit, Goldman Sachs' Kim Posnett speaks with two founders -- Irving Fain of Bowery Farming and Sheila Gujrathi of Gossamer Bio -- about their experiences leading through an unexpected year and the backdrop for entrepreneurship more broadly. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 27, 2020•36 min
Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on November 3rd. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 22, 2020•12 min
Jason Granet, head of the firm’s LIBOR transition effort, gives an update on the timing and impact of the industry-wide transition away from the London Inter-bank Offered Rate (LIBOR). Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 20, 2020•19 min
Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 16, 2020•9 min
Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivoting and persevering through the pandemic. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 15, 2020•20 min
Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and another round of U.S. fiscal stimulus. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 09, 2020•9 min
Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in defined contribution plans, and what to consider going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 06, 2020•18 min
