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
Apr 13, 2021 • 20min
Whenever, Wherever: Seamless Commerce is the Future of Retail
Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 9, 2021 • 12min
What’s Behind the Record Level of Equity Issuance?
Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 8, 2021 • 26min
Top of Mind: Reflation Risk
With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior markets strategist Dominic Wilson. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 6, 2021 • 19min
Outlook for Equity Markets
With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 30, 2021 • 17min
A Guide to Bubbles and Why We Are Not in One
A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, discusses how today’s strong equities performance may have elements that resemble a bubble, but looks at other factors that argue against that assessment. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 26, 2021 • 9min
How Supply-Chain Disruptions Are Impacting Inflation
As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rates market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 23, 2021 • 37min
Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors
In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of the Investment Banking Division, and Ashish Shah of the Asset Management Division—discuss what the $1.9 trillion American Rescue Plan means for the economy, markets, corporations and investors. Recorded March 17, 18, and 22, 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 19, 2021 • 9min
The State of U.S. Corporate Pensions
Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Asset Management’s Mike Moran explains how pensions plans have fared in 2020 in his latest report as well as his outlook for this year. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 16, 2021 • 33min
The Case for Investing in Black Women
In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—including wealth, earnings, and access to healthcare—as outlined in her team’s recent Black Womenomics research report. Next, David Solomon, Chairman and CEO of Goldman Sachs, and Margaret Anadu of the Asset Management Division discuss the firm’s new One Million Black Women initiative. Then, Melissa Bradley of 1863 Ventures discusses how her work providing economic and networking opportunities for Black and brown entrepreneurs is aligned with the One Million Black Women initiative. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mar 12, 2021 • 12min
Higher Rates Unlikely to Derail the US Housing Market Strength
Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock. Learn more about your ad choices. Visit megaphone.fm/adchoices
