Goldman Sachs Exchanges

Goldman Sachs' Co-head of Global Banking & Markets, Jim Esposito, discusses how companies and investors are navigating the global economy and markets. Topics include client sentiment, monetary accommodations, challenges faced by private equity firms, commodity markets as leading indicators, geopolitical factors and strategic decisions, and clients' approach to financing decisions in a difficult environment.

Peter Brown, CEO of Renaissance Technologies, discusses his career, navigating market crises, and the role of computer models in the firm's growth. He explores linguistics and AI, the leadership transition at Renaissance, his extreme work schedule, and the unique hiring process emphasizing teaching finance to applicants with no background in the field.

The podcast discusses the state of the US economy and the possibility of future rate hikes. It explores the impact of rising interest rates on the Federal Reserve's decisions and the overall economy. The hosts also forecast the Federal Reserve's interest rate policy and discuss the outlook on recession probability and risk monitoring.

The podcast explores the progress, challenges, and opportunities facing women and Black Americans, emphasizing the potential economic benefits of closing gender and racial gaps. Topics discussed include the impact of recent Supreme Court rulings, disparities in college graduation rates for Black Americans, the importance of education on women's workforce participation, and the progress in female labor force participation rates. The chapter also addresses actionable steps for promoting gender and racial equality.

Exploring the impact of streaming, AI, and changing listener behavior on the music industry. Resurgence of vinyl and changing music consumption. The rebound of live events in the industry after COVID-19. The influence of AI on content creation and future trends. Excitement for future opportunities shared by the speakers.

Rick Rieder, Chief Investment Officer of Global Fixed Income for BlackRock, discusses his career, managing funds, the current macro environment, investing in AI and emerging markets, balancing short-term trading and long-term investing, and the importance of education.

Boaz Weinstein, founder and CIO of Saba Capital Management, and Lotfi Karoui, chief credit strategist of Goldman Sachs, discuss concerns about refinancing risk and maturity wall for corporates and the uncertainties in corporate credit markets. They also explore the outlook for private credit markets in a higher rate environment and examine the argument of amending and extending in private markets.

Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector, high inflation and a war on its doorsteps. In this episode, Wolfgang Fink, CEO of Goldman Sachs for Germany and Austria, explains how German companies and investors are adapting to the macro and market pressures.  Learn more about your ad choices. Visit megaphone.fm/adchoices

More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Stehn, chief European economist, and George Cole, head of European rates strategy, explain why the U.K. faces a “confluence of shocks,” why inflation is likely to remain elevated, and what the implications of the U.K.’s inflation problems may mean for yields across the Euro area and globally.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around $145 billion. In this episode of Goldman Sachs Exchanges: Great Investors, Goldman Sachs’ John Storey speaks with Ellis about his perspectives on the hedge fund industry, his views on the markets and the global economy, and what’s he’s learned over his career.  Learn more about your ad choices. Visit megaphone.fm/adchoices