Goldman Sachs

AI and the Enterprise Revolution: Databricks CEO Ali Ghodsi

The Fed's Tightrope: Inflation, Labor, and the Path Ahead

How to Trade a Credit Expansion

Uber's Dara Khosrowshahi: Unlocking a Trillion-Dollar Opportunity

Are AI Bubble Concerns Warranted or Overblown?

Allison Nathan hosts a discussion with Eric Sheridan and Kash Rangan from Goldman Sachs Research about the possibility of an AI bubble. They discuss the infrastructure, platform, and application layers of AI development, noting the surprising amount of capital being spent on infrastructure and the slower-than-expected ...

Rise of the Retail Investor

China's Economy: Reasons for Optimism

A "Blow-Off Top" Ahead?

Macro Challenges and Credit Opportunities: Davidson Kempner's Tony Yoseloff

In this episode of Goldman Sachs Exchanges Great Investors, Tony Pasquarello 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 mix of...

Regeneron CEO Dr. Leonard Schleifer on Science-Driven Success

Gold, Oil, and Rare Earths: Commodities on the Move

Navigating Year-End Risks: Tariffs, Credit, AI and More

In this month-to-month special of the "Breaks of the Game" podcast, Dominic Wilson and Josh Shifrin join the host for a discussion on current economic issues. They address concerns about tariffs, regional banks, private credit, and insurance, generally downplaying the immediate risks but acknowledging potential future ...

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

Can the China Rally Continue?

In this episode of "The Markets," host Chris Hussey interviews Stratford Dennis, head of emerging market equities, about the current state of emerging markets. The discussion focuses on China, including the trade war, economic growth, and the outlook for Chinese equities, with Dennis suggesting a potential 30% upside o...

10th Annual Goldman Sachs Gives Analyst Impact Fund

Making Sense of Weak Job Growth Alongside Solid GDP Growth

Sixth Street CEO Alan Waxman on Sports Investing and Identifying Opportunities

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

The Bubble Question

In this episode of The Markets, Chris Hussey interviews Mike Washington on the Goldman Sachs trading floor about the third quarter earnings season, the trade war, and potential market bubbles. Mike notes the resilience of U.S. bank earnings and consumer spending, even at the lower end. He observes that while the market...

The Rise of Secondaries: Unlocking Liquidity in Private Markets