Goldman Sachs Exchanges - podcast cover

Goldman Sachs Exchanges

Goldman Sachswww.goldmansachs.com
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

Episodes

Markets Update: Latin America

Jen Roth of Goldman Sachs' Global Markets Division provides an update on how COVID-19 is impacting investor sentiment in emerging markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 08, 20205 min

Client Call: How Retailers Will Re-Open

In a recent client call held by Goldman Sachs Research, Brian Dodge, President of the Retail Industry Leaders Association, discusses how retailers will re-open. Dodge is joined by Goldman Sachs Research’s Kate McShane, Alex Walvis, and Jenna Giannelli, who all cover the retail sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 06, 202029 min

Markets Update: Central Bank Responses

Alex Blanchard of Goldman Sachs’ Global Markets Division shares an update on how global central banks are responding to liquidity concerns. Learn more about your ad choices. Visit megaphone.fm/adchoices

May 02, 202018 min

Client Call: CFO Perspectives

Goldman Sachs CFO Stephen Scherr and other senior leaders across the firm discuss topics that are top of mind for CFOs in the current environment, from financing markets and liquidity concerns, to earnings guidance and economic outlooks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 29, 20201 hr 2 min

Markets Update: Oil Prices Drop to Record Lows

Sarah Kiernan of Goldman Sachs’ Global Markets Division gives her quick take on the latest market volatility, including investors’ reactions to record-low oil prices. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 24, 20208 min

Client Call: Oil Update as Negative Prices Emerge

To share Goldman Sachs’ latest analysis on record price declines in oil markets, this episode leverages a client call, featuring Jeff Currie, Damien Courvalin and Brian Singer of Goldman Sachs Research, and Anthony Dewell of EMEA Commodity Trading in Global Markets. The call was held the morning of April 21st, 2020. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 22, 202038 min

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building products sector. Despite the severity of the current slowdown, Hagerty points to favorable demographic tailwinds as reasons to expect a return to industry growth into 2021. Additionally, Hagerty explains why the sector may be poised to rebound more quickly from this crisis than that of 2008, driven b...

Apr 21, 202016 min

Markets Update: What Investors Are Watching

As volatility continues in the public markets, Meena Flynn of Goldman Sachs’ Consumer and Investment Management Division gives her analysis on the latest swings and explains how investors with permanent capital are positioning themselves. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 17, 202017 min

How Markets Have “Changed Forever”

Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, talks about how financial trading has adapted to a primarily remote workforce and also shares takeaways from the division’s strong first quarter performance. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 16, 202021 min

COVID-19’s Impact on US Small Businesses

In this episode, Margaret Anadu, head of Goldman Sachs’ Urban Investment Group, talks about COVID-19’s impact on US small businesses and explains the firm’s recent announcement to commit $500 million in capital for emergency loans to small businesses. Then, three entrepreneurs and graduates of Goldman Sachs’ 10,000 Small Businesses program share their personal stories -- Erin Andrews of Indi Chocolate, a Seattle-based chocolate factory, Ellen McNulty-Brown of Lotuff Leather, a Rhode-Island based...

Apr 08, 202041 min

Markets Update: Do Investors Think the S&P 500 Has Bottomed Out?

Anne Marie Darling of Goldman Sachs’ Global Markets Division analyzes the S&P 500 index’s historically fast fall into bear market territory and shares results of the April Marquee QuickPoll, a survey of institutional clients which found that about half of respondents don’t believe lows have been set yet. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 03, 20209 min

Client Call: Market Volatility and Potential Economic Impacts

In an effort to provide timely and valuable updates regarding ongoing market volatility and potential economic impacts, we’re sharing a “Market Update” call hosted by our Investment Banking Division. In the conversation, Goldman Sachs President and COO John Waldron provides an update on the current environment, alongside other senior leaders across the firm. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 01, 202054 min

Markets Update: Europe and COVID-19

Andrew Wilson of Goldman Sachs Asset Management explains how volatility in U.S. financial markets from the COVID-19 outbreak is playing out across Europe as well. “European markets have been very much in the eye of the storm,” Wilson says. “So the focus is on what policy responses are coming out of Europe, just as much as it is out of the U.S.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 27, 202010 min

Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis

Joe Montesano, head of Americas Equity Trading for Goldman Sachs, analyzes how the coronavirus pandemic continues to add volatility to markets. Montesano also talks about parallels and differences in today's market environment compared to that of the 2008 global financial crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 20, 202014 min

Re-thinking How We Work During a Pandemic

Amid the uncertainty surrounding the coronavirus pandemic, Goldman Sachs’ global medical director Dr. Michael Rendel joins by phone to talk about what employees can do to stay healthy and productive while working remotely – from setting up comfortable work stations to taking time for meditation and exercise. Dr. Rendel also talks about the importance of managers supporting their teams’ physical and psychological well-being, as well as the firm’s strategy more broadly in terms of coordinating glo...

Mar 17, 202026 min

After a Sharp Drop in Prices, What's Next for Oil?

Jeff Currie, global head of Commodities Research for Goldman Sachs, explains the latest on the price war in the oil market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 10, 202014 min

Markets Update: March 6, 2020

Amelia Garnett of Goldman Sachs' Global Markets Division provides a quick update on how investors are responding to ongoing volatility around coronavirus concerns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 06, 20207 min

How Computational Biology is Transforming Drug R&D

The latest episode of Exchanges at Goldman Sachs premieres a new monthly feature: An examination of a topic at the center of conversations in the venture-capital community. This week, Goldman Sachs Research’s Heath Terry explores the growing world of computational biology—using the power of big data to revolutionize drug discovery, disease prevention and cancer detection. Terry talked to VCs like Lux Capital’s Zavain Dar, who invests in emerging science and technology firms. “It feels like we’re...

Mar 03, 202010 min

Markets Update: Coronavirus

After a volatile week in markets, Erin Riley of Goldman Sachs’ Consumer and Investment Management Division talks about how coronavirus is weighing on investor sentiment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 28, 202014 min

From “Fish Out of Water” to Wall Street Changemaker

Sean Legister, a vice president in the Global Markets Division, talks about overcoming imposter syndrome on the Goldman Sachs trading floor and what led him to start Breakfast Bites, a monthly fireside chat connecting black colleagues with senior leaders. Legister tells podcast host Jake Siewert, “When I looked at the black population, particularly within the Global Markets Group, I thought, ‘I don’t think we lack the intellect. I don’t think we lack the hunger. I don’t think we lack ambition. I...

Feb 25, 202032 min

Markets Update: February 21, 2020

Michael Cassell of our Global Markets Division shares the top numbers he's watching in markets right now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 21, 20206 min

Global Market Shocks from the '87 Crash to Brexit: Lessons for Today

From the 2020 Global Macro Conference in Hong Kong, Steve Strongin and Jan Hatzius of Goldman Sachs Research sat down for a discussion all about connections: why economic cycles and market cycles are increasingly independent, why economic volatility has declined while market volatility has largely remained the same, and how shocks like political surprises and climate change stand to radiate through each space. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 18, 202049 min

Markets Update: February 14, 2020

Jordan Meer of Goldman Sachs' Renewable Power Group gives his quick take on the five numbers he's watching in renewable energy markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 14, 20205 min

Why Investing in the Longest Bull Market in History is Still a Smart Move

Sharmin Mossavar-Rahmani, chief investment officer of Goldman Sachs’ Private Wealth Management Division, summarizes her team's 2020 investment outlook and explains why she's telling clients to stay invested in the stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 11, 202016 min

After Brexit, What’s Next for Business in Europe?

Denis Coleman, co-head of Goldman Sachs' Global Financing Group in the Investment Banking Division, joins host Jake Siewert to talk about the business and financing environment in Europe. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 07, 202011 min

Markets Update: February 7, 2020

Sarah Kiernan of Goldman Sachs' Global Markets Division gives her quick take on the five numbers she's watching in markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 07, 20206 min

Goldman Sachs CFO Stephen Scherr Recaps the Firm’s First-Ever Investor Day

This week, Goldman Sachs opened its doors for its first-ever Investor Day in its 150-year history. In this episode, Goldman Sachs CFO Stephen Scherr recaps the day and explains how leadership is trying to increase transparency with clients by releasing three-year financial targets, restructuring its business segments, and more. Scherr, who has been at Goldman Sachs for nearly 27 years and CFO since 2018, also talks about his transition into the role. To kick off the episode, Jen Roth of Global M...

Jan 31, 202033 minEp. 147
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