Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portf...
Oct 02, 2020•20 min
Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal activity in the sector since March. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 29, 2020•13 min
As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrust enforcement to consumer privacy protection to national security concerns. In this episode, Faryar Shirzad, global head of Goldman Sachs’ Office of Government Affairs, gives an overview of the moving parts of tech policy today – including the latest analysis of the U.S.’s stance toward TikTok – and explains why these issues don’t fall clearly down...
Sep 28, 2020•19 min
Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, and how investors are responding to those efforts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 25, 2020•6 min
As lockdown measures turned our real lives digital, we’ve looked to social media to connect with the outside world. This has only accelerated trends within the industry, like the increasing appetite for user-generated short-form video. To explore these shifting habits, Heather Bellini and Piyush Mubayi of Goldman Sachs Research discuss consumers’ social media consumption in the U.S. and Asia. Then, Jane Dunlevie from the Investment Banking Division discusses the state of play among her social me...
Sep 22, 2020•28 min
The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees connected, productive, and happy. Heather Bellini of Goldman Sachs Research and Ryan Nolan of the Investment Banking Division talk about the opportunity for software to unlock productivity gains in the world’s 1.25 billion knowledge workers. Then, Tammy Kiely of the Investment Banking Division is joined by Renee James, CEO of Ampere Computing, to ta...
Sep 22, 2020•47 min
Staying at home has resulted in sharp increases in streaming-video consumption, as well as entertainment companies moving some of their big releases from movie theaters to on-demand video. This has upended the entertainment landscape, creating challenges and opportunities for content creators, distributors and exhibitors. In this episode, Brett Feldman of Goldman Sachs Research, Adam Agress of Goldman Sachs Asset Management, and Alekhya Uppalapati of the Investment Banking Division explore these...
Sep 22, 2020•37 min
Tony Pasquariello of Goldman Sachs' Global Markets Division explains how and why major stock market indices have backtracked somewhat from record highs in August, and what it all means for the forward-looking equity outlook. "I don't think we should get too worked up about the turbulence we've encountered in September, just given the astonishing run the preceded it.," he says." Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 18, 2020•8 min
Three interns from Goldman Sachs' first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 15, 2020•33 min
Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautiously optimistic” sentiment among corporate clients. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 11, 2020•13 min
Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while leading through times of crisis. The founders, who are all part of the "Launch With GS" Black and Latinx Entrepreneur Cohort, are Helen Adeosun of CareAcademy, Sean Mitchell of REZI, and Max Tuchman of Caribu. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 09, 2020•37 min
Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market rally. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 21, 2020•10 min
David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 19, 2020•18 min
Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 14, 2020•9 min
Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 11, 2020•22 min
Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 07, 2020•11 min
Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentiment for banking activity in the second half of 2020. Additionally, Scher shares her thoughts on how to recruit and develop diverse talent, as well as advice for how junior employees can continue to grow and develop their networks while working remotely. Learn more about your ad choices. Visit megaph...
Aug 04, 2020•22 min
Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 31, 2020•15 min
In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to packaging and delivery. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 28, 2020•21 min
Jose Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 24, 2020•17 min
Mike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 21, 2020•14 min
Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps a “gritty” second quarter, the importance of technological resilience, and the ongoing commitment to client centricity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 17, 2020•17 min
Steve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ESG Investing: Turning Promises into Performance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 14, 2020•11 min
Tony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional investors are viewing Q3 and the remainder of 2020. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 10, 2020•9 min
Zach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 07, 2020•13 min
Richard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 02, 2020•12 min
Kristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where investors are finding value in alternative asset classes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 30, 2020•21 min
Amelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick in COVID-19 cases to the U.S. election. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 26, 2020•12 min
Tim Ingrassia, co-chairman of Global Mergers & Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I fully expect M&A to normalize and recover because all those deals that aren’t happening right now, some significant percentage of them are deals that will happen,” Ingrassia says. “And so then it’s a question of when will they happen?” Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 23, 2020•22 min
In this episode, Philip Berlinski, COO of Global Equities, provides an update on equity markets, from the growth in day trading to the role of active management in the COVID-19 crisis to the impact of the U.S. presidential election in November. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 18, 2020•18 min
