Goldman Sachs Exchanges

Discussion on late cycle economy and recession risk, evolution of optimal asset mix, asset allocation strategy for 2024, adapting to a fast-moving market and hedging risks within a portfolio.

Discussion on positive outlook for financial sector, impact of high interest rates on banks, concerns and differences between fund lending and banking activity, commercial real estate risk in banking industry, regulatory concerns and impact on banks

Experts discuss recent attacks by Hamas on Israel, analyzing the potential consequences for the Middle East region. They delve into the achievements and goals of Hamas and Israel in the conflict. The possibility of a wider conflict in the Middle East is examined, along with potential solutions and challenges in the region.

Deal-makers are returning to the negotiating table in 2023 after a slow start. The podcast explores the driving factors and sectors for M&A activity, resilience of mega deals in various industries, trends in corporate simplification and deal making outside the US, and factors affecting M&A activity in 2024.

Kathleen McCarthy, one of the leading investors in the real estate industry, discusses Blackstone's investment strategy, the impact of remote work on the office sector, and promoting diversity in the industry. She shares her experiences in finding authentic leadership style, breaking gender norms, and her passion for attending Coachella.

This podcast discusses the struggling property sector in China and its impact on the global economy. The analysts explore the changes and challenges in the property market, the need for stage two easing, and propose solutions to fix the sector. They also address credit issues and the funding gap faced by developers.

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.

The hosts discuss the global economy's success in 2024, citing normalization after the pandemic and the impact of monetary policy. They talk about misconceptions and surprises in the market, including the outperformance of equity markets. The podcast analyzes China and Europe's economic performance, highlighting potential growth. The effects of global growth and the Federal Reserve's actions on the US dollar and assets are also discussed. Major risks to the global economy and markets are examined. An analysis of market volatility and asset performance in 2024 is provided, emphasizing the benefits of a diversified portfolio.

BlackRock’s Tony Kim discusses the tech ecosystem, public and private valuations, and the impact of AI and quantum computing. They explore the connectivity of sectors, the evolution of tech, the influence of AI on the industry, valuation of private markets, characteristics of successful tech teams, talent acquisition in finance, comparing market corrections, and the dawn of a new intelligence era.

The podcast explores the business and investor implications of anti-obesity medications, including their impact on various sectors and the estimated $100 billion market by 2030. It discusses the potential impact on consumer behavior and the food and beverage industry. The chapter also analyzes the market potential, manufacturing challenges, pricing, and performance of anti-obesity drugs and stocks. Additionally, it explores the future of oral anti-obesity drugs and investments in the market.