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, 2021•30 min•Transcript available on Metacast 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, 2021•20 min•Transcript available on Metacast 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, 2021•24 min•Transcript available on Metacast 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, 2021•29 min•Transcript available on Metacast 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, 2021•17 min•Transcript available on Metacast 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, 2021•27 min•Transcript available on Metacast Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from the Global Markets Division looks at market implications on this episode of Exchanges at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 25, 2021•22 min•Transcript available on Metacast A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Research’s Nick Snowdon. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 18, 2021•18 min•Transcript available on Metacast How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, and Daniel Kovenat, whose business idea was developed through the program, share their views on how to foster innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 11, 2021•22 min•Transcript available on Metacast Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communications vehicle have changed since he joined the firm in 2012. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 04, 2021•21 min•Transcript available on Metacast Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 27, 2021•10 min•Transcript available on Metacast Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 23, 2021•6 min•Transcript available on Metacast In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 20, 2021•25 min•Transcript available on Metacast Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 16, 2021•7 min•Transcript available on Metacast Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 13, 2021•20 min•Transcript available on Metacast Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 09, 2021•12 min•Transcript available on Metacast With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior m...
Apr 08, 2021•26 min•Transcript available on Metacast With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 06, 2021•19 min•Transcript available on Metacast A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, discusses how today’s strong equities performance may have elements that resemble a bubble, but looks at other factors that argue against that assessment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 30, 2021•17 min•Transcript available on Metacast As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 26, 2021•9 min•Transcript available on Metacast In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah of the Asset Management Division—discuss what the $1.9 trillion American Rescue Plan means for the economy, markets, corporations and investors. Recorded March 17, 18, and 22, 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 23, 2021•37 min•Transcript available on Metacast Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pensions plans have fared in 2020 in his latest report as well as his outlook for this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 19, 2021•9 min•Transcript available on Metacast In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—including wealth, earnings, and access to healthcare—as outlined in her team’s recent Black Womenomics research report. Next, David Solomon, Chairman and CEO of Goldman Sachs, and Margaret Anadu of the Asset Management Division discuss the firm’s new One Million Black Women initiative. Then, Melissa Bradley of 1863 Ventures discusses how her work pro...
Mar 16, 2021•33 min•Transcript available on Metacast Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 12, 2021•12 min•Transcript available on Metacast Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and the current sentiment among fund managers and allocators. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 09, 2021•17 min•Transcript available on Metacast Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutional investors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 05, 2021•10 min•Transcript available on Metacast The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caused this volatility, how likely it is to repeat, what could prevent this, and what it signals about, or for, markets. Allison Nathan, creator and editor of the firm’s Top of Mind report, turns to former SEC Chair Arthur Levitt, Wellington’s Owen Lamont, and Goldman Sachs’ co-head of Global Prime Serv...
Mar 03, 2021•27 min•Transcript available on Metacast Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofit healthcare organizations and hospital systems. MacColl is joined by Stefan Strein, chief investment officer for the Cleveland Clinic, who talks about managing a portfolio through a public health crisis and why he’s particularly excited about the investment opportunities in tech and ESG. Learn more ab...
Mar 02, 2021•26 min•Transcript available on Metacast To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Small Businesses participants who answered questions about PPP funding, access to capital, affordable healthcare, the personal toll of COVID-19, and more. Then, two graduates of the Goldman Sachs 10,000 Small Businesses program, Brent Reaves of Smokey John’s Bar-B-Que in Texas and JoEllen Hockenbrough of Providence Power Yoga in Rhode Island, share the...
Feb 26, 2021•27 min•Transcript available on Metacast Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 23, 2021•16 min•Transcript available on Metacast 
