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Goldman Sachs Exchanges

Goldman Sachs Exchanges

466 Episodes • By Goldman Sachs • www.goldmansachs.com/insights/se...
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Goldman Sachs Exchanges
Goldman Sachs Exchanges
@exchangesatgoldmansachs
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Weighing the GLP-1 Market
The newest generation of GLP-1 drugs are being haile... more
Apr 23 2024 24m
Understanding Obesity as a Disease
Chapter 1 5 mins
GLP-1s and Tackling Obesity
Chapter 2 7 mins
Understanding GLP-1 Drugs and Obesity
Chapter 3 4 mins
Government Cost of Obesity Medication
Chapter 4 6 mins
Value of Medical Treatment in Society
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Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Goldman Sachs Research’s US Chief Economist David Me... more
Apr 16 2024 22m
Budget Deficits and Full Employment
Chapter 1 14 mins
US Economy
Chapter 2 6 mins
Fiscal Stance and Interest Rates Analysis
Chapter 3 1 min
Goldman Sachs Disclaimer for Program
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Global insurers turn to private credit — and AI
Where do the world’s largest investors see investmen... more
Apr 9 2024 19m
Falling Interest Rates Impact on Insurers
Chapter 1 10 mins
Insurers' Investment Strategy Amid Market Shifts
Chapter 2 7 mins
AI and ESG Impact in Insurance
Chapter 3 1 min
Goldman Sachs Program Usage Disclaimer
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Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Capital Group’s Rob Lovelace discusses the firm’s di... more
Apr 2 2024 42m
Active and Passive Capital Management
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Are the largest US stocks too dominant?
The US stock market is more concentrated than it’s b... more
Mar 26 2024 19m
Tech Stock Performance and Outlook
Chapter 1 8 mins
US Stock Market Concentration Concerns
Chapter 2 4 mins
Market Concentration and Investor Performance
Chapter 3 4 mins
Global Market Concentration and Diversification
Chapter 4 1 min
Third-Party Organization Disclaimer Statement
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Global transit & trade: in rough waters
Transit on the seas — the planet’s most important me... more
Mar 19 2024 32m
Global Trade Disruptions and Regulations
Chapter 1 12 mins
Global Maritime Risks and Undersea Infrastructure
Chapter 2 6 mins
Maritime Security in Arctic and Beyond
Chapter 3 12 mins
Global Maritime Disruptions Impacting Trade
Chapter 4 1 min
Goldman Sachs Disclaimer
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High mortgage rates, limited inventory continue to challenge the US housing market
High mortgage rates and a limited supply of homes ha... more
Mar 12 2024 21m
Homeownership Trends and Affordability Constraints
Chapter 1 6 mins
Outlook for Tight Housing Market
Chapter 2 8 mins
Tight Housing Market and Demand Factors
Chapter 3 4 mins
Mortgage Rates and Housing Market Risks
Chapter 4 1 min
Goldman Sachs Program Disclaimer
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What’s ahead for retail: how retail CEOs are navigating a more complex environment
Retailers are facing a more complex environment in 2... more
Mar 5 2024 37m
Retail Technology and Logistics Challenges
Chapter 1 13 mins
Future of Retail Industry in 2024
Chapter 2 8 mins
State of Retail in 2024
Chapter 3 7 mins
Human Connection in Retail
Chapter 4 6 mins
Supply Chain Resilience and Global Economy
Chapter 5 1 min
Goldman Sachs Program Disclaimer
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Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Climate change, artificial intelligence, shifting su... more
Feb 28 2024 23m
Chapter 1 7 mins
Evolution of Infrastructure Investments
Chapter 2 15 mins
Infrastructure Investment Gap and Legislation
Chapter 3 1 min
Goldman Sachs Disclaimer and Statements
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Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investi...
David Booth, founder and chairman of Dimensional Fun... more
Feb 23 2024 35m
Investing Lessons and Efficient Market Theory
Chapter 1 8 mins
Revolutionizing Finance
Chapter 2 6 mins
Dimensional Fund Creation and Performance
Chapter 3 8 mins
Investing, Trust, and Uncertainty
Chapter 4 5 mins
Innovations in Finance and Philanthropy
Chapter 5 7 mins
Investing, Basketball, and Life Lessons
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Shifting supply and demand dynamics buffer oil market
Oil prices have remained relatively rangebound despi... more
Feb 21 2024 21m
Oil Market Supply and Demand Analysis
Chapter 1 10 mins
Geopolitical Factors Impacting Oil Prices
Chapter 2 9 mins
Outlook on Global Energy Markets
Chapter 3 1 min
Disclaimers and Ownership Statements
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2024: the year of elections
With voters representing over half the world’s popul... more
Feb 13 2024 25m
American Election
Chapter 1 8 mins
2024 Elections and Democratic Backsliding
Chapter 2 16 mins
Elections' Impact on Global Geopolitics
Chapter 3 1 min
Disclaimer and Ownership Information
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Investing in a post-modern ‘super cycle’
Longer-term structural changes in economic activity,... more
Feb 6 2024 23m
Investing in a Changing World
Chapter 1 14 mins
Investment Implications of Structural Shifts
Chapter 2 7 mins
Technology's Impact on Investment Opportunities
Chapter 3 1 min
IP and Disclaimer by Goldman Sachs
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The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
In the final episode of our four-part special series... more
Feb 1 2024 28m
Wireless Charging in Public Transit Benefits
Chapter 1 4 mins
The Future of EV Charging Roads
Chapter 2 6 mins
EV Adoption and Infrastructure Implications
Chapter 3 15 mins
Future of Electric Vehicle Transportation
Chapter 4 1 min
Disclaimer and Legal Information From Goldman Sachs
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The Future of Four Wheels: Episode 3, The New New-Car Business
In the third episode of our four-part special series... more
Jan 31 2024 34m
The Future of the Automobile Industry
Chapter 1 11 mins
The Future of Four Wheels
Chapter 2 5 mins
The Future of Automotive Innovation
Chapter 3 6 mins
Mercedes-Benz's Transition to Electric Vehicles
Chapter 4 9 mins
Transitioning to Electric and Autonomous Vehicles
Chapter 5 1 min
Disclaimer and Acknowledgements
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The Future of Four Wheels: Episode 2, Building the Car of the Future
In the second episode of our four-part special serie... more
Jan 30 2024 29m
Raw Material Markets for Electric Vehicles
Chapter 1 11 mins
The Future of Cars
Chapter 2 16 mins
Meeting Electric Vehicle Demand
Chapter 3 1 min
Disclaimer and Limitations of Liability
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The Future of Four Wheels: Episode 1, The Twin Revolution
The auto industry—one of the most ubiquitous industr... more
Jan 29 2024 26m
Automotive Challenges and Transformations
Chapter 1 14 mins
The Future of the Auto Industry
Chapter 2 10 mins
The Electric Vehicle Revolution Begins
Chapter 3 45 sec
Forward-Looking Statements and Disclaimers
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Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s str...
Goldman Sachs Chairman and CEO and Chairman David So... more
Jan 23 2024 19m
Implications of Financing and Capital Structures
Chapter 1 4 mins
CEO Discusses Economic Growth and Risks
Chapter 2 8 mins
Geopolitical Volatility, Elections, and Economic Growth
Chapter 3 5 mins
2024 Strategic Priorities and Execution Progress
Chapter 4 1 min
Disclaimer and Ownership Statements
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America Powers On: Why US equities are still poised to outperform in 2024
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the... more
Jan 18 2024 22m
Investing in China
Chapter 1 7 mins
US Equities Performance and Outlook
Chapter 2 7 mins
Global Market Valuation and Investment Themes
Chapter 3 6 mins
Asset Opportunities and Risks for 2024
Chapter 4 1 min
Promotion and Disclaimer for Podcast
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US presidential elections outlook: Implications for policy and markets
As the primary season in the US presidential electio... more
Jan 9 2024 27m
Key Issues in the Current Election
Chapter 1 10 mins
US Presidential Primary Season and Implications
Chapter 2 5 mins
Consumer Confidence and Third-Party Candidates' Impact
Chapter 3 10 mins
Voter Trends and Election Outcomes
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KKR’s Henry Kravis on private equity, culture, and global markets
In this episode of Goldman Sachs Exchanges: Great In... more
Jan 5 2024 54m
Investing in Arts, Medicine, and Education
Chapter 1 10 mins
The Evolution and Expansion of KKR
Chapter 2 4 mins
Business Partnerships and Transitions in Leadership
Chapter 3 9 mins
Maintaining Culture and Discussing the Economy
Chapter 4 6 mins
Investment Strategies and Opportunities in Downturns
Chapter 5 8 mins
Private Equity Misconceptions and Philanthropy Reflections
Chapter 6 7 mins
Impactful Programs Supporting Underprivileged Students
Chapter 7 7 mins
Lessons in Investing and Mentoring
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Uncharted territory: Navigating a ‘geopolitical recession’
Against a backdrop of tense US-China relations and t... more
Jan 3 2024 34m
Democratic Societies and Climate Change Funding
Chapter 1 5 mins
Geopolitics
Chapter 2 8 mins
Middle East Focus Resurgence
Chapter 3 11 mins
US-China Relations and Middle East Conflict
Chapter 4 9 mins
Geopolitics and Climate Change Response
Chapter 5 50 sec
Podcast Disclaimer and Request
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Asset allocation outlook: The case for greater portfolio diversification in 2024
As fears over inflation and interest rates start to ... more
Dec 20 2023 32m
Alternative Assets in Portfolio Allocation
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Focus on financials: Why banks and asset managers are constructive about the economy in 2024
How is the financial services sector, often seen as ... more
Dec 18 2023 28m
Factors Impacting Loan Growth in Banks
Chapter 1 13 mins
Outlook for the Financial Services Industry
Chapter 2 9 mins
Multifamily Housing and Regulatory Reform Concerns
Chapter 3 4 mins
Bank Regulations and Strategic Priorities
Chapter 4 1 min
Goldman Sachs Exchanges and Disclaimer
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Middle East risks
In this episode of Goldman Sachs Exchanges, Edward P... more
Dec 15 2023 26m
Regional Escalation and All-Out War
Chapter 1 15 mins
Israel-Hamas Conflict Geopolitical Implications
Chapter 2 8 mins
Regional Conflict in the Middle East
Chapter 3 1 min
Middle East Conflicts and Global Impact
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