In the latest episode of Exchanges at Goldman Sachs, Jeffrey Shaman, Director of the Climate and Health Program at Columbia University’s Mailman School of Public Health, and Dr. Eric Topol, Founder and Director of the Scripps Translational Science Institute, discuss the rapid spread of the Omicron variant of SARS-CoV-2 and the potential shift to an endemic phase of the pandemic in 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 27, 2022•25 min•Transcript available on Metacast In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Kostin and Global Markets Division’s Jonathan Shugar share their thoughts on how the recent jump in bond yields and sell off in growth stocks are reshaping markets and investor strategy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 24, 2022•25 min•Transcript available on Metacast In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Chairman and CEO David Solomon shares his thoughts on the year ahead and what he expects for the global economy, markets and corporate activity. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 18, 2022•21 min•Transcript available on Metacast The “metaverse” has captured the imagination of technology investors, but what is it, and what does it signal for the next era of computing? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research's Eric Sheridan examines how the blending of elements of the physical and digital worlds via virtual reality, augmented reality, gaming and immersive online communities is contributing to the rise of a more decentralized Web 3.0. Learn more about your ad choices. Visit megaphone.fm/...
Jan 11, 2022•17 min•Transcript available on Metacast The record wave of M&A activity that we witnessed in 2021 is showing no signs of slowing as we turn the page on a new year. Goldman Sachs’ Stephan Feldgoise and Mark Sorrell, co-heads of the global mergers and acquisition business in the Investment Banking Division, explain the drivers behind the deal-making activity and the outlook for 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jan 04, 2022•24 min•Transcript available on Metacast In part 5 of our special miniseries, host Kara Mangone talks to Sarah Lawlor, Chief Operating Officer of the Sustainable Solutions Council in the Global Markets Division about the tools available to ESG investors and how they can find and access opportunities in a Net Zero future. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dec 28, 2021•28 min•Transcript available on Metacast 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, 2021•30 min•Transcript available on Metacast 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, 2021•17 min•Transcript available on Metacast 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, 2021•43 min•Transcript available on Metacast 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, 2021•22 min•Transcript available on Metacast 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, 2021•19 min•Transcript available on Metacast 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, 2021•33 min•Transcript available on Metacast 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, 2021•21 min•Transcript available on Metacast 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, 2021•25 min•Transcript available on Metacast 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, 2021•22 min•Transcript available on Metacast 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, 2021•24 min•Transcript available on Metacast 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, 2021•16 min•Transcript available on Metacast 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, 2021•25 min•Transcript available on Metacast Goldman Sachs’ Joe Wall of the Office of Government Affairs explains why small business owners’ sentiment has turned sharply negative as the pandemic continues and host Allison Nathan speaks with three business owners about their current experiences. Learn more about your ad choices. Visit megaphone.fm/adchoices
Oct 12, 2021•36 min•Transcript available on Metacast 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, 2021•21 min•Transcript available on Metacast 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, 2021•19 min•Transcript available on Metacast 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, 2021•36 min•Transcript available on Metacast 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, 2021•17 min•Transcript available on Metacast Goldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs. Learn more about your ad choices. Visit megaphone.fm/adchoices
Sep 07, 2021•21 min•Transcript available on Metacast 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, 2021•27 min•Transcript available on Metacast 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, 2021•26 min•Transcript available on Metacast 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, 2021•23 min•Transcript available on Metacast 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, 2021•27 min•Transcript available on Metacast 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, 2021•27 min•Transcript available on Metacast 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, 2021•30 min•Transcript available on Metacast