

Exchanges
Goldman Sachs
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
Episodes
Mentioned books

Nov 16, 2021 • 22min
Accelerating Transition
In the kickoff episode of our new sustainability miniseries, Accelerating Transition, John Goldstein and Kara Mangone of Goldman Sachs’ Sustainable Finance Group discuss what it will take from both the private and public sectors to achieve the climate goals necessary for a sustainable future. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 10, 2021 • 24min
An Evolution in the Cybersecurity Landscape
How has the surge in cyberattacks—and companies’ efforts to counter these efforts—evolved? Matthew Chung, Goldman Sachs' Chief Information Security Officer, Wesley Williams, head of the firm's Security Incident Response team, and Andy Boura, the Chief Information Security Officer for the Consumer Banking Business explain how cybersecurity is adapting to new threats. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 2, 2021 • 16min
Why Investors Are Shopping for Consumer Retail
In this engaging conversation, Jennifer Davis and Vishaal Rana from Goldman Sachs' Consumer Retail Group discuss the booming IPO market for everyday consumer goods. They highlight a record $14 billion issuance driven by rising consumer demand and wage growth. The duo also explores emerging trends in sectors like apparel and beauty, the shift to direct listings, and how technology is reshaping shopping experiences. Additionally, they emphasize adapting to megatrends such as digitization and health consciousness for future growth in retail.

Oct 26, 2021 • 25min
Europe at a Crossroads
Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise growth and improve investor returns in the region? In the latest episode, experts debate whether the current moment will go down as a seized—or (another) missed—opportunity for Euro area integration. Host Allison Nathan, creator and author of the Top of Mind report on which the episode is based, speaks with Goldman Sachs Research’s Jari Stehn, former ECB Chief Economist Otmar Issing, former PM of Italy and President of the EC Romano Prodi and Oxford’s Timothy Garton Ash. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 12, 2021 • 36min
The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
Goldman Sachs’ Joe Wall of the Office of Government Affairs explains why small business owners’ sentiment has turned sharply negative as the pandemic continues and host Allison Nathan speaks with three business owners about their current experiences. Learn more about your ad choices. Visit megaphone.fm/adchoices

Oct 5, 2021 • 21min
The Impact of Rising Natural Gas Prices
As natural gas prices hit record highs in Europe and Asia, what does that mean for the broader commodity complex? Goldman Sachs Research’s Damien Courvalin explains the impact of rising prices on energy costs, inflation and economic growth. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 snips
Sep 28, 2021 • 19min
Why Hedge Funds Are Turning to the Private Markets
Hedge funds are shifting focus to the private markets, bringing competition. The podcast explores the reasons behind this trend and its impact on investors. It also discusses hedge fund strategies and their investments in pre-IPO companies. The long-term impact of hedge funds on investment strategies is also examined.

Sep 21, 2021 • 36min
Is China Investable?
As the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and investment outlook? Goldman Sachs Research senior strategist and creator of the firm’s Top of Mind report, Allison Nathan, speaks with China watchers to better understand the motivations behind the government’s actions and whether they mark a meaningful shift in the relationship between the government and the private sector in China. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 14, 2021 • 17min
What’s Behind the Record-Breaking IPO Market?
Global equity issuance is up substantially and on track to set new records in 2021. Goldman Sachs’ Elizabeth Reed explains why—and how—more companies are choosing to go public today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sep 7, 2021 • 21min
Outlook for Global Growth: Less Synchronized, More Complicated
Goldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs. Learn more about your ad choices. Visit megaphone.fm/adchoices