

What’s the outlook for deal-making, corporate and investor sentiment, and markets?
12 snips Nov 21, 2023
Goldman Sachs' Global Banking & Markets co-heads, Jim Esposito, Dan Dees, and Ashok Varadhan, discuss the current market environment, outlook for deal-making, and leadership advice. They emphasize the need for optimism while navigating risks. They express optimism for a return to normalcy in the IPO market and predict a pickup in deal-making activity in 2024. Insights are shared on the macroeconomic stories, challenges of growing government debt, and the benefits and risks of technological automation in global banking.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Analyzing the Current Market Environment and Risks
01:32 • 12min
Outlook for IPOs in 2024 and the Robust Environment for Capital Raising
13:45 • 2min
Outlook for M&A, with Focus on Private Equity and Deal-Making Activity
15:40 • 2min
Strategic Outlook in EMEA and Asia
17:48 • 4min
Concerns about the Deteriorating Fiscal Position and Political Divisiveness in Major Economies
21:59 • 3min
Benefits and Risks of Technological Automation in Global Banking
24:30 • 11min