Goldman Sachs Exchanges

Goldman Sachs' experts Christian Mueller-Glissmann and Alexandra Wilson-Elizondo share insights on building portfolios for a more volatile macroeconomic backdrop. They discuss valuations, macroeconomic conditions, market outlook, AI impact on investments, and the importance of diversified portfolios and selective hedging strategies.

Discussing the surge in global power demand due to generative AI, the podcast explores the shift towards renewable energy sources like solar and the rising need for battery storage. It examines the challenges and opportunities in nuclear power for data centers and strategies in the electricity industry for renewable energy support, emphasizing the importance of balancing reliability and renewable sources in electricity generation.

Goldman Sachs' Chief Economist, Former chief economists of the ECB and IMF discuss Central bank divergence, implications for economies and markets, contrasting policies in G10 economies, economic recovery paths post-pandemic, historical rate hike patterns, currency volatility predictions amidst global monetary policy variations

Experts Alex Blostein, Mike Nickols, and Gina Lytle discuss challenges and opportunities in private equity industry, including slow deployment pace, bid-ask spread dynamics, growth opportunities in Asia, and trends in private credit investments.

Goldman Sachs Research experts Hui Shan and Kinger Lau discuss China's economic rebound, analyzing factors driving the equity market rally, potential impacts of tariffs, risk-reward in the property market, and market optimism amid evolving economic trends.

Analysts Brian Singer and Greg Shell discuss the impact of AI and the energy transition on investing. They talk about aligning financials with sustainable goals, measuring impact, the rise of sustainable strategies, and driving positive change through investments.

Goldman Sachs Research expert Jari Stehn discusses the UK economy's challenges, potential for growth, and the role of small businesses. Topics include energy crisis impact, monetary policy effects, small business optimism, AI opportunities, and political focus on small businesses driving growth.

Goldman Sachs representatives Jonny Fine and Alec Phillips discuss the impact of Treasury bond auctions on markets, yields, and fiscal deficits. They delve into the dynamics of auction outcomes, market indicators, potential risks in the US economy, fiscal trajectory, and market concerns. A must-listen for insights on the current financial landscape.

Dr. Fatima Cody Stanford and Jonathan Gruber discuss the potential of GLP-1 drugs for obesity treatment, addressing their efficacy, insurance coverage issues, and implications for the US fiscal health. They explore the disparities in Medicare coverage, complexities of drug pricing, and market competition in the healthcare industry. The episode delves into setting reasonable drug prices, innovative mechanisms for negotiation, and economic impacts of expanding coverage for GLP-1 drugs.

Goldman Sachs Research’s US Chief Economist David Mericle discusses why inflation fears are exaggerated and the positive outlook for US economic growth. Topics include factors behind inflation rates, confidence in economic growth forecasts, financial conditions, Fed policy, and evolving views on interest rates.