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

Investing in Climate Change 2.0

Despite mixed progress on global climate action at COP26, a key takeaway emerged: the private sector is stepping up to tackle climate change. In this episode, experts from former Bank of England Governor Mark Carney to Engine No. 1’s founder Chris James debate the role—and effectiveness—of the private sector in driving change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 21, 202130 min

Redefining the Retirement Landscape

Retirement expectations in the wake of COVID-19 are evolving and may be at odds with reality, according to the inaugural Retirement Survey & Insights Report from Goldman Sachs Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 14, 202117 min

Accelerating Transition: Public-Private Partnerships

In part 4 of our special miniseries, host Kara Mangone talks to John Greenwood of our Investment Banking Division and Ahmed Saeed of the Asian Development Bank on the role public-private partnerships will play in the drive to Net Zero. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 10, 202143 min

What India’s Digital Transformation Means for Markets, Investors and Economic Growth

India’s digital transformation is driving a surge in tech IPOs that is reshaping its markets and economy. Goldman Sachs Research’s Tim Moe, Sunil Koul and Santanu Sengupta explain the drivers that are powering economic growth and markets, fueling IPOs and creating emerging investment opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 07, 202122 min

Accelerating Transition: Nature Based Solutions

In part 3 of our special miniseries, host Kara Mangone explores nature based solutions in sustainable finance with Peter Kelly and Lisa Williams of GS' Asset Management Division. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dec 02, 202119 min

What’s Ahead for Global Economies and Markets in 2022?

Global economies and markets are facing a more complicated landscape amid rising rates, slowing growth and shifting monetary and fiscal policies. Goldman Sachs’ Jan Hatzius and Dominic Wilson examine what’s in store for 2022. Dates Recorded: November 23rd and 29th, 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 30, 202133 min

Accelerating Transition: Carbonomics

Part 2 of our special miniseries: Host Kara Mangone and Michele Della Vigna, head of Natural Resources Research in EMEA discuss the role capital markets, public policy, and technology will play in moving toward a sustainable future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 24, 202121 min

Inflation: Here Today, Gone Tomorrow?

As U.S. inflation hits 30+ year highs, experts debate whether the “temporary” pandemic-related inflationary pressures could prove persistent. In the latest Exchanges at Goldman Sachs episode, Goldman Sachs’ Allison Nathan speaks with Mohamed El-Erian, President of Queens’ College, Cambridge University, and Chief Economic Advisor at Allianz, and Jan Hatzius, Goldman Sachs’ Chief Economist and head of Goldman Sachs Research, for their views on where inflation goes from here—and what that means for...

Nov 23, 202125 min

Accelerating Transition

In the kickoff episode of our new sustainability miniseries, Accelerating Transition, John Goldstein and Kara Mangone of Goldman Sachs’ Sustainable Finance Group discuss what it will take from both the private and public sectors to achieve the climate goals necessary for a sustainable future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 16, 202122 min

An Evolution in the Cybersecurity Landscape

How has the surge in cyberattacks—and companies’ efforts to counter these efforts—evolved? Matthew Chung, Goldman Sachs' Chief Information Security Officer, Wesley Williams, head of the firm's Security Incident Response team, and Andy Boura, the Chief Information Security Officer for the Consumer Banking Business explain how cybersecurity is adapting to new threats. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 10, 202124 min

Why Investors Are Shopping for Consumer Retail

Amid a record-setting IPO market, one group of companies going public stands out—the makers of things we use in our everyday lives. On this episode, host Allison Nathan speaks with Jennifer Davis and Vishaal Rana from the Investment Banking Division’s Consumer Retail Group about why investors are enthusiastic about consumer goods and services. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 02, 202116 min

Europe at a Crossroads

Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise growth and improve investor returns in the region? In the latest episode, experts debate whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration. Host Allison Nathan, creator and author of the Top of Mind report on which the episode is based, speaks...

Oct 26, 202125 min

The Impact of Rising Natural Gas Prices

As natural gas prices hit record highs in Europe and Asia, what does that mean for the broader commodity complex? Goldman Sachs Research’s Damien Courvalin explains the impact of rising prices on energy costs, inflation and economic growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 05, 202121 min

Why Hedge Funds Are Turning to the Private Markets

Hedge funds are turning to the private markets, bringing increasing competition to the space. Goldman Sachs’ Kristin Kramer and Freddie Parker explain the shift in public and private market dynamics and the implications for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 28, 202119 min

Is China Investable?

As the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and investment outlook? Goldman Sachs Research senior strategist and creator of the firm’s Top of Mind report, Allison Nathan, speaks with China watchers to better understand the motivations behind the government’s actions and whether they mark a meaningful shift in the relationship between the government and the private sector in China. Learn more about you...

Sep 21, 202136 min

What’s Behind the Record-Breaking IPO Market?

Global equity issuance is up substantially and on track to set new records in 2021. Goldman Sachs’ Elizabeth Reed explains why—and how—more companies are choosing to go public today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 14, 202117 min

How Are Investors Navigating China’s Regulatory Uncertainty?

Goldman Sachs’ Stephanie Hui, Basak Yavuz and Prakriti Sofat of the Asset Management Division describe the impact of China's heightened regulatory scrutiny on the capital markets and the implications for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 17, 202127 min

The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth

How is the fast-spreading Delta variant affecting the outlook for reopening and economic growth? Goldman Sachs Research’s Terence Flynn and Daan Struyven break down the implications for vaccines, booster shots and the economy on Exchanges at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 10, 202126 min

M&A Outlook: How Companies Are Positioning For Growth

Can the record pace of M&A continue? Goldman Sachs’ Mark Sorrell and Stephan Feldgoise, co-heads of global M&A for the Investment Banking Division, discuss the outlook, drivers and structures of M&A activity on Exchanges at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 03, 202123 min

Where Are Family Offices Seeking Higher Returns?

With their unique structures, family offices are increasing their allocation to alternative investments and acting more like institutional investors, according to a new report from Goldman Sachs, Widening the Aperture: Family Office Investment Insights, which draws on a cross-divisional survey of more than 150 Goldman Sachs clients around the world. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 27, 202127 min

The Future of ‘Femtech’

Three leading voices in the “femtech” space—Ann Roberts of Flo Health, Lea von Bidder of Ava and Dr. Peter Kecskemethy of Kherion Medical—join Goldman Sachs’ Antonia Riera and Allison Nathan to discuss the convergence of technology and healthcare to advance women’s health. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 20, 202127 min

Race to Zero: How Companies Are Deploying Decarbonization Strategies

As companies look to reduce their carbon footprints, decarbonization strategies are taking center stage. Goldman Sachs’ John Greenwood and Cindy Quan discuss the efforts by corporations to reach their net-zero goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 13, 202130 min

‘Bidenomics’: Evolution or Revolution?

Does President Biden’s economic agenda represent a new progressive era in the U.S.? Goldman Sachs Research’s Allison Nathan discusses how big of a shift in U.S. economic policy Bidenomics truly represents and the implications for the economy with David Brady, professor at the Stanford Graduate School of Business; Jason Furman, professor at the Harvard Kennedy School; and Dean Baker, co-founder of the Center for Economic Policy Research. Learn more about your ad choices. Visit megaphone.fm/adchoi...

Jul 06, 202130 min

The Global Chip Shortage: Impact, Outlook and Recovery

Goldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 29, 202120 min

The European Recovery: Here to Stay?

The economic outlook for Europe appears to be brightening, but how sustainable is the recovery? Goldman Sachs’ Allison Nathan speaks with Jari Stehn, chief European economist for Goldman Sachs Research, and Richard Privorotsky, manager of European Cash Equities trading in the Global Markets Group, on the prospects for the region’s long-term recovery and how the markets—and investors—are positioned. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 22, 202124 min

From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic

How did women entrepreneurs fare during the pandemic? Goldman Sachs’ Asahi Pompey, Global Head of Corporate Engagement, and Candice Tse, U.S. Head of Market Strategy in Goldman Sachs Asset Management’s Strategic Advisory Solutions team, discuss the findings from a new report on this topic in Exchanges at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 15, 202129 min

Industrials Influx: What’s Fueling Record Activity Levels?

The industrials sector—historically comprised of mature businesses without as much need for near-term growth capital—has seen robust IPO activity so far in 2021, with no signs of slowing down. Matt McClure, co-head of the Investment Banking Division’s global industrials group, explains what’s driving the activity and how clients are thinking about accessing the public markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 08, 202117 min

Crypto: A New Asset Class?

Should cryptocurrencies be considered an institutional asset class? That’s the question Goldman Sachs’ Allison Nathan explores on this episode of Exchanges at Goldman Sachs in conversations with Galaxy Digital’s Michael Novogratz, NYU’s Nouriel Roubini and Goldman Sachs’ Mathew McDermott. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 01, 202127 min
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