
Goldman Sachs
The sharpest insights, timely analysis, and out-of-consensus thinking from Goldman Sachs. Founded in 1869, our firm delivers world-class execution for clients across our leading Global Banking & Markets and Asset & Wealth Management businesses. We aspire to be the world’s most exceptional financial institution, united by our shared values of partnership, client service, integrity, and excellence.
Episodes


Still Bullish on Big Tech

Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies

AI Exchanges: AI’s Impact on Employment

“Stocks Are Still Very Undervalued”

Revenge of the Meme Stocks

Will the Dollar Keep Dropping?

Seth Klarman on Finding Value and Maintaining Discipline
In this episode of Talks at GS, Seth Klarman, CEO and Portfolio Manager of the Baupost Group, discusses his value investing philosophy, emphasizing the importance of a margin of safety and downside protection. Klarman reflects on the evolution of his investment approach since writing "Margin of Safety" in 1991, highlig...

Are Investors Complacent?

Global Income Plays

Chairman and CEO David Solomon Joins CNBC to Discuss M&A Outlook, Opportunities for Europe, and AI

AI Exchanges: Where Will the Power Come From?
Allison Nathan and George Lee co-host a discussion with Rebecca Kruger about the rising power demands of AI and its implications for companies, investors, and economies. Kruger highlights the unprecedented power demand driven by AI, the challenges of meeting this demand due to an aging infrastructure and the prioritiza...

The Three Top Equity Market Themes

The Surprising Implications of an Aging Population

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

Climbing the “wall of worry”

More dollar weakness ahead?

Axios’ Jim VandeHei on how to build a modern media company

Mid-year outlook: diversify and hedge

European opportunities
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