

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 1, 2020 • 54min
Client Call: Market Volatility and Potential Economic Impacts
In an effort to provide timely and valuable updates regarding ongoing market volatility and potential economic impacts, we’re sharing a “Market Update” call hosted by our Investment Banking Division. In the conversation, Goldman Sachs President and COO John Waldron provides an update on the current environment, alongside other senior leaders across the firm. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 27, 2020 • 10min
Markets Update: Europe and COVID-19
Andrew Wilson of Goldman Sachs Asset Management explains how volatility in U.S. financial markets from the COVID-19 outbreak is playing out across Europe as well. “European markets have been very much in the eye of the storm,” Wilson says. “So the focus is on what policy responses are coming out of Europe, just as much as it is out of the U.S.” Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 26, 2020 • 24min
Roaring Into Recession
Coronavirus has pushed the global economy into a recession of historic proportions and halted the longest-lasting equity bull market on record. As infections spread globally, economic activity collapses, markets recoil and policymakers respond, the depth and duration of the economic and market downturn is Top of Mind.
In this episode, Allison Nathan speaks with the former Chair of the Council of Economic Advisers, Jason Furman, and Goldman Sachs’ Chief Economist, Jan Hatzius. Both agree that the near-term economic damage will be severe, but whether it proves longer-lasting will depend largely on the virus’ trajectory and somewhat on policymakers, who have done a lot, but may need to do more to sustain households, businesses and market functioning in this difficult period. To that end, we assess the risk that the global health crisis becomes a financial crisis. And we discuss how this might play out in markets, and what investors should do from here. For that, we draw on the wisdom of Oaktree Co-Chairman, Howard Marks. His advice? Buy things with solid fundamentals when they go on sale. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 23, 2020 • 39min
Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs
Goldman Sachs’ top economists and strategists discuss revised forecasts for the US economy and corporate earnings and the prospect of federal stimulus programs in the face of the COVID-19 outbreak. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 20, 2020 • 14min
Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis
Joe Montesano, head of Americas Equity Trading for Goldman Sachs, analyzes how the coronavirus pandemic continues to add volatility to markets. Montesano also talks about parallels and differences in today's market environment compared to that of the 2008 global financial crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 17, 2020 • 26min
Re-thinking How We Work During a Pandemic
Amid the uncertainty surrounding the coronavirus pandemic, Goldman Sachs’ global medical director Dr. Michael Rendel joins by phone to talk about what employees can do to stay healthy and productive while working remotely – from setting up comfortable work stations to taking time for meditation and exercise. Dr. Rendel also talks about the importance of managers supporting their teams’ physical and psychological well-being, as well as the firm’s strategy more broadly in terms of coordinating global offices. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 13, 2020 • 16min
Markets Update: The Fed's Recent Efforts to Increase Liquidity
Alex Blanchard of Goldman Sachs' Global Markets Division analyzes the Fed's recent decisions to increase liquidity amidst market volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 10, 2020 • 14min
After a Sharp Drop in Prices, What's Next for Oil?
Jeff Currie, global head of Commodities Research for Goldman Sachs, explains the latest on the price war in the oil market. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 6, 2020 • 7min
Markets Update: March 6, 2020
Amelia Garnett of Goldman Sachs' Global Markets Division provides a quick update on how investors are responding to ongoing volatility around coronavirus concerns. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 3, 2020 • 10min
How Computational Biology is Transforming Drug R&D
Exploration of computational biology's impact on drug discovery and disease prevention. Insights from VCs and startup CEOs. Revolutionizing drug R&D with machine learning and AI. Changing the economics of drug development and revolutionizing traditional approaches in the pharmaceutical industry.


