In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
In this episode of Goldman Sachs Exchanges, Allison Nathan discusses the potential AI bubble with Eric Sheridan and Kash Rangan from Goldman Sachs Research. They explore the current state of AI infrastructure, platform, and application layers, noting the surprisingly high capital expenditure in infrastructure and the s...
In this episode of Goldman Sachs Exchanges, Allison Nathan interviews Hui Shan, Chief China Economist at Goldman Sachs Research, about the implications of recent trade talks between the U.S. and China. Hui discusses the resilience of Chinese exports despite U.S. tariffs, explaining that while some labor-intensive categ...
In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquariello interviews Tony Yoseloff, Managing Partner and CIO of Davidson Kempner Capital Management, a hedge fund with $37 billion in assets under management. Yoseloff discusses the history and unique aspects of Davidson Kempner, highlighting its blend...
In this episode of Goldman Sachs Exchanges, Allison Nathan interviews Daan Struyven, Co-Head of Commodities Research at Goldman Sachs, about the current state and future outlook of commodity markets. They discuss the impact of new U.S. sanctions on Russian oil, the critical role of rare earth minerals in U.S.-China rel...
In this episode of Goldman Sachs Exchanges Great Investors, Alison Mass interviews Alan Waxman, co-founding partner, CEO, and co-CIO of Sixth Street, about his career, investment strategies, and the future of investment management. Waxman discusses his non-linear path into finance, the lessons learned from the 2008 fin...
In this episode of Goldman Sachs Exchanges, Allison Nathan interviews David Mericle, Chief U.S. Economist in Goldman Sachs Research, about the resilience of the U.S. economy. They discuss the impact of tariffs, the ongoing government shutdown, and the labor market's slowdown despite solid GDP growth. Mericle addresses ...
In this episode of Goldman Sachs Exchanges, Ken Hirsch interviews Byron Deeter, a partner at Bessemer Venture Partners, about the venture landscape, AI, and the software industry. Deeter shares his background as a former software company CEO and discusses Bessemer's investment philosophy, including their "anti-portfoli...
In this episode of Goldman Sachs Exchanges, Allison Nathan hosts Harold Hope and Alex Blostein to discuss the growth and evolution of the private equity secondary market. They define secondary investing as providing liquidity to investors in long-term private equity investments, and explore the market's history and its...
In this episode of Goldman Sachs Exchanges, Allison Nathan interviews Alec Phillips, Chief Political Economist at Goldman Sachs Research, about the US government shutdown. They discuss how this shutdown differs from previous ones, focusing on the reversed party situations and the potential breadth and duration of the c...
In this episode of Goldman Sachs Exchanges, Allison Nathan and George Lee host Neema Raphael, Goldman Sachs' Chief Data Officer and Head of Data Engineering, to discuss the role of data in enabling AI's progress. Neema shares her career journey, highlighting the importance of data during the 2008 financial crisis and i...
The Goldman Sachs Exchanges podcast episode explores the reliability of economic data, featuring Allison Nathan in conversation with Joseph Briggs, Erica Groshen, Arthur Laffer, and Alberto Cavallo. The discussion covers concerns about data quality due to pandemic-related economic swings, statistical agency funding, de...
In this episode of Goldman Sachs Exchanges, Allison Nathan interviews Asad Haider, who leads U.S. healthcare sector coverage for Goldman Sachs research, about the underperformance of the healthcare sector relative to the S&P 500, the factors driving this trend, including macro and microeconomic issues, policy overhangs...
In this episode of Goldman Sachs Exchanges, Michael Brammeier interviews Darren Cohen, Co-Head and Chief Investment Officer of Growth Equity within Goldman Sachs Asset Management, about his career and investment philosophy. Cohen discusses his early career, including his time at Anderson Consulting and Goldman Sachs re...
Allison Nathan hosts a discussion on stablecoins, featuring Brian Brooks and Barry Eichengreen, who present contrasting views on the Genius Act and its implications. Brooks highlights the potential for stablecoins to offer dollar savings products outside the U.S., facilitate remittances, and streamline payment systems,...
In this episode of Goldman Sachs Exchanges Great Investors, Alison Mass interviews Jeff Aronson, co-founder and managing principal of Centerbridge Partners, about his career transition from law to finance, the evolution of the distressed business, and the formation and growth of Centerbridge. Aronson shares insights in...
In this episode of Goldman Sachs Exchanges Great Investors, Raj Mahajan interviews Raffaele Savi, the global head of BlackRock Systematic, about his career, the evolution of quantitative investing, and the impact of AI on the industry. Savi discusses his early career in Italy, his move to BGI (later BlackRock), and the...
In this episode of Goldman Sachs Exchanges, Ken Hirsch interviews Mike Speiser, a managing director at Sutter Hill Ventures, about his career as a venture capitalist and builder. Speiser discusses his early career, his decision to join Sutter Hill, and his philosophy of being a builder rather than just an investor. He ...
In this episode of Goldman Sachs Exchanges, Allison Nathan and George Lee host Joseph Briggs to discuss the impact of AI on the job market. They analyze current AI adoption rates, which are at 9% for regular production in US companies, and explore the sectors most affected, including tech and finance. The conversation ...
In a Goldman Sachs Exchanges podcast, Allison Nathan interviews John Marshall, Head of Derivatives Research at Goldman Sachs, about the resurgence of meme stocks. Marshall explains that the current meme stock activity, driven by retail traders and amplified by short covering, is about half the size of the 2021 craze an...
In this episode of Goldman Sachs Exchanges, Allison Nathan hosts Jan Hatzius and Dominic Wilson to discuss the implications of President Trump's tariffs on the market, inflation, and economic growth. They explore why markets appear complacent despite these tariffs, the potential impact on inflation and growth, and the ...
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