

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

Jul 2, 2020 • 12min
Markets Update: Banks’ Stress Tests
Richard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 30, 2020 • 21min
What’s Driving Growth in Alternative Asset Classes?
Kristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where investors are finding value in alternative asset classes. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 26, 2020 • 12min
Markets Update: Will the Recovery Be Derailed?
Amelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick in COVID-19 cases to the U.S. election. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 23, 2020 • 22min
How COVID-19 is Impacting Companies’ M&A Strategies
Tim Ingrassia, co-chairman of Global Mergers & Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I fully expect M&A to normalize and recover because all those deals that aren’t happening right now, some significant percentage of them are deals that will happen,” Ingrassia says. “And so then it’s a question of when will they happen?” Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 18, 2020 • 18min
Markets Update: The Rise of the Retail Investor
In this episode, Philip Berlinski, COO of Global Equities, provides an update on equity markets, from the growth in day trading to the role of active management in the COVID-19 crisis to the impact of the U.S. presidential election in November. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 16, 2020 • 22min
Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs
In this episode, Hari Moorthy, head of Transaction Banking for Goldman Sachs, talks about innovations in banking technology for corporations and what it’s been like to build the first-ever digital-only transaction bank over the past two years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 12, 2020 • 13min
Markets Update: Constructive Conditions for Equity Issuers and Investors
Lizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 5, 2020 • 30min
To Everyone Who’s Asked, ‘How’s It Going?’
Fred Baba, a managing director in Goldman Sachs' Global Markets Division, reflects on a raw and honest email he wrote this week about his experience with racism and discrimination as a black man in America, as well as how his co-workers can best support the black community moving forward. Baba's email has been shared around the firm and was published as a Bloomberg Op-Ed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 2, 2020 • 24min
The Great Reset: A Framework for Investing After COVID-19
Steve Strongin, a senior advisor for Goldman Sachs, discusses a new framework for investing after COVID-19. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jun 1, 2020 • 33min
Daunting Debt Dynamics
Government deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind.
In this episode, Allison Nathan consults Harvard professor Kenneth Rogoff, University of Pennsylvania’s David Skeel, and Goldman Sachs’ chief economist Jan Hatzius. Our key takeaways: the benefit of running large deficits today far outweighs any eventual costs; worries about distress in emerging markets and the Euro area are largely warranted; and a likely wave of corporate bankruptcies could prolong—but likely won’t derail—the economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices


