Podcast
Exchanges
Hosted by Goldman Sachs · EN
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
94episodes
Episodes
Newest firstAll episodes
AI Exchanges: How tech giants are navigating the AI landscape
May 7, 2025Summary readyUS tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist at Goldman Sachs Research, and George Lee, co-head of the Goldman Sachs Global Institute, to discuss the implications for investors. This podcast was recorded on May 2, 2025. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryThe case for private credit
Apr 15, 2025Summary readyHow will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the risks and opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryAI Exchanges: CIO Marco Argenti on the future of AI in the workplace
Mar 25, 2025Tap to summarizeHow will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special podcast series. This episode was recorded on March 6, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class
Mar 21, 202500:44:33Summary readyIn the latest episode of Goldman Sachs Exchanges: GreatInvestors, Don Mullen, founder and CEO of Pretium, a real estate-focusedinvestment firm with about $57 billion in assets under management, shares hisviews on the housing market, leading a firm, and his predictions about thefuture of real estate as an asset class. This episode was recorded on February 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryAre credit investors nervous about recession risk?
Mar 18, 202500:15:19Summary readyIn recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan.This episode was recorded on March 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryHow tariffs will impact the US economy
Mar 11, 202500:19:30Summary readyGoldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryTrump’s tariffs: Big talk or big action?
Mar 4, 202500:17:32Summary readyTrump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitiveness during Trump’s first term, discusses with Allison Nathan. This episode explores the latest Top of Mind report.This episode was recorded on February 20 and March 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryBigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Feb 28, 202500:33:18Summary readyCapstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series. This episode was recorded on February 20, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
SummaryMacro questions and market strength
Feb 18, 202500:25:06Tap to summarizeHow are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss how tariffs, inflation, and higher yields are shaping the outlook for 2025. This episode was recorded on February 13, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Tariffs: What’s ahead and why it matters
Feb 13, 202500:24:19Tap to summarizeDoes the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tariff policies—both announced and expected—for global economies and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
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