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Exchanges at Goldman Sachs
20 minutes | May 18, 2022
Crypto Volatility: What’s the Outlook for Digital Assets?
As investors pull back from risk assets amid fears of slowing economic growth, what does the future of digital assets and cryptocurrencies hold? In our latest Exchanges at Goldman Sachs, Mathew McDermott, global head of digital assets at Goldman Sachs, looks at how the recent volatility in crypto assets is affecting investor demand for digital assets, which is gaining broader acceptance among institutional investors.
28 minutes | May 10, 2022
Is (De)globalization Ahead?
Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges at Goldman Sachs, Adam Posen, president of the Peterson Institute for International Economics, Dani Rodrik, professor at the Harvard Kennedy School of Government, and Jim O’Neill, former chairman of Goldman Sachs Asset Management, discuss where globalization is headed from here and what that could mean for society, the economy, and markets. This episode is based on Goldman Sachs Research’s latest Top of Mind report “(De)Globalization Ahead?”
28 minutes | May 3, 2022
The Road to 2050: Balancing Climate Goals with Energy Security
The road to reducing greenhouse gas emissions to zero by 2050 has never been more urgent, but geopolitical tensions, supply chain disruptions and rising inflation have led to renewed focus on energy security. In this episode of Exchanges at Goldman Sachs, Kara Mangone, global head of climate strategy, and John Goldstein, head of Goldman Sachs's Sustainable Finance Group at Goldman Sachs, which recently released its 2021 Sustainability Report, discuss how governments, companies and investors are navigating this transition.
28 minutes | Apr 26, 2022
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
As COVID-19 lockdowns in China threaten to further upend supply chains and the global economy, investors are reevaluating their exposure to China. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Kinger Lau, chief equity strategist in Macro Research, and Hui Shan, Goldman Sachs’ chief China economist, discuss the outlook for China’s economy and the markets.
20 minutes | Apr 19, 2022
Changes at the Top: Spinoffs, Separations and Restructurings
Against a challenging macroeconomic backdrop, a growing number of companies are turning to spinoffs, separations and carve-outs in an effort to create value for shareholders. In the latest episode of Exchanges at Goldman Sachs, Ben Snider, senior strategist on the U.S. Portfolio Strategy macro team in Goldman Sachs Research, and David Dubner, global head of M&A Structuring in the Investment Banking Division, explain why an increased focus on corporate margins is leading to a change in restructuring strategies.
29 minutes | Apr 12, 2022
Rising Stagflation Risks Are Changing the Investment Playbook
For decades, investors have relied on a 60/40 portfolio — a mix of 60% stocks and 40% bonds — for steady growth and income. But rising stagflation risks are raising the possibility of a “lost decade” of returns for investors in these balanced portfolios while changing the playbook for portfolio construction, according to Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Maria Vassalou, co-chief investment officer of Multi-Asset Solutions in the Asset Management Division, in the latest episode of Exchanges at Goldman Sachs.
25 minutes | Apr 5, 2022
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
Innovations in the U.S. and China have largely overshadowed Europe's tech scene. But now, thanks to supportive government policies and a surge of private capital, the sector is set to take off. In our latest Exchanges at Goldman Sachs, Lisa Yang, head of the European Media and Internet Research team, and Alexander Duval, head of Europe Tech Hardware, Semiconductors and Video Games, discuss the drivers behind Europe’s digital acceleration.
25 minutes | Mar 29, 2022
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How is Europe weaning itself from Russian oil and gas? In our latest Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, senior energy strategist on the commodities team, Alberto Gandolfi, head of the European Utilities Research team, and Michele Della Vigna, head of Natural Resources Research in EMEA, explain the alternatives to — and timing of — Europe’s independence from Russian resources and how these shifts are reshaping the global energy markets.
16 minutes | Mar 25, 2022
How Policymakers are Navigating Stagflation Risk
In the latest episode of Exchanges at Goldman Sachs, Former President of the Federal Reserve Bank of Boston Eric Rosengren, Vice Chairman of BlackRock Philipp Hildebrand, and Goldman Sachs’ Head of Global Investment Research and Chief Economist Jan Hatzius discuss how policymakers and businesses are navigating the looming risk of stagflation.
18 minutes | Mar 23, 2022
Gene Editing: The Future of Genomic Medicine & Biotech Investing
In the latest episode of Exchanges at Goldman Sachs, Salveen Richter, Lead Analyst for the U.S. Biotechnology Sector in Goldman Sachs Research, explains how new innovations in gene editing are transforming the future of medicine and the greater biotech investment landscape.
22 minutes | Mar 15, 2022
The Next Tech Battleground: Online Gaming & the Metaverse
In the latest episode of Exchanges at Goldman Sachs, Jung Min, co-COO of Global Technology, Media and Telecom (TMT) and co-head of TMT in Asia Pacific Ex-Japan in Goldman Sachs’ Investment Banking Division, explains the evolution of the gaming industry and why the sector is poised to become the next battleground for big tech.
19 minutes | Mar 8, 2022
Raising Capital: How Corporate Financing Strategies Are Evolving
In the latest episode of Exchanges at Goldman Sachs, Beth Hammack, Goldman Sachs’ co-head of the Global Financing Group in the Investment Banking Division, explains how tightening financial conditions and volatile markets are affecting companies’ ability to raise capital.
28 minutes | Mar 1, 2022
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Research, discuss the implications of the Russia-Ukraine conflict on global economies, equities and emerging markets.
25 minutes | Feb 22, 2022
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and investors.
23 minutes | Feb 15, 2022
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets.
24 minutes | Feb 8, 2022
What’s Ahead for the Housing Market
In the latest episode of Exchanges at Goldman Sachs, Toll Brothers CEO and Chairman Doug Yearley and Terry Hagerty, Goldman Sachs’ co-head of Homebuilding and Building Products, discuss the outlook for the housing and home building market in 2022.
22 minutes | Feb 1, 2022
Piloting Through: Why Investors Should Stay the Course
In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer for the Consumer and Wealth Management Division, discusses the investment themes outlined in ISG’s 14th annual investment outlook and explains why investors should continue to stay invested.
25 minutes | Jan 27, 2022
Is 2022 the Endemic Year?
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.
25 minutes | Jan 24, 2022
As Rates Reprice and Stocks Sell Off, What’s Next?
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.
21 minutes | Jan 18, 2022
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022
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.
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