Goldman Sachs

Is a US fiscal crisis ahead?

Staying long US assets

How to win: Steve Cohen on markets and the Mets

In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquariello interviews Steve Cohen, the founder, CEO, and president of Point72, about his journey in the markets, traits of successful traders, and his views on the hedge fund landscape. Cohen discusses his early interest in the stock market, his unique ...

Nelly Korda: The drive behind a world no. 1 golfer

A German economic revival?

"This is what people were hoping for”

How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

Will legal challenges end the trade war?

Why emerging markets could keep rallying

Alnylam’s Yvonne Greenstreet on RNAi and a ‘golden era’ in biotech

How AI, tariffs, and the energy transition are reshaping infrastructure investing

Fade the S&P 500 rally?

A world of opportunity: Rob Citrone’s best ideas

In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquariello interviews Rob Citrone, founder of Discovery Capital Management, about his macro investing strategies, particularly in emerging markets. Citrone shares his constructive outlook for the U.S. economy in 2026, driven by tax cuts and the strength...

Is Fed independence at risk?

Harvard’s Raj Chetty on upward mobility in America

Repricing risks post tariff truce

Why tech stocks could keep rallying

Equity risks and alts opportunities

This episode explores the current state of the US stock market amid tariff uncertainties and recession fears, featuring insights from David Kostin and Padi Raphael. Against the backdrop of market recovery to pre-tariff levels, Kostin explains that the market's initial shock from tariff announcements quickly pivoted to ...

“Long stocks, short bonds”

From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager