Goldman Sachs Exchanges

Exploring the post-modern super cycle and its investment implications. Discussing the trend of nostalgia in a tech-enabled society. Examining technology's impact on consumer values and the trend of lower returns. Emphasizing long-term investment opportunities in a changing world.

Exploring the impact of cars on the environment and the upcoming changes in electrification and automation. Testing EVs and Wireless Charging Roads. The Transformation of the Freight Industry and the Rise of Autonomous Rideshare. The Challenges of AI Mistaking Burger King Signs for Stop Signs in Autonomous Vehicles. The Future of Transportation Infrastructure and the Transformative Nature of the Car Industry.

This podcast explores the transformation of the auto industry, including the challenges and opportunities for carmakers in raising capital, corporate structure, and vertical integration. Topics covered include the shift from ICE to EV, advancements in autonomous driving, the redesigning of Mercedes-Benz cars, the importance of going deep into the supply chain for electric cars, and the future of the automobile industry with a focus on opportunities and challenges in the changing landscape.

This podcast explores the transformation of the car industry through new manufacturing methods, the role of batteries, and the importance of metals like cobalt, lithium, and manganese. It examines the parallels between smartphones and electric vehicles, discusses emerging raw material markets and battery chemistries, explores challenges in the copper supply, and delves into advancements in battery technology and their impact on the car industry.

The podcast explores the twin forces of electrification and automation that are revolutionizing the auto industry. It discusses the impact of Tesla in changing the perception of electric cars and challenges faced by traditional car companies. The rise of electric vehicles in China and the ongoing change in the automotive industry are also discussed.

Goldman Sachs Chairman and CEO David Solomon discusses the global economy, business leaders' focus, and the potential of inflation. He also talks about the impact of geopolitical risks on the global economy and the deal-making environment for investment banking in 2024. Additionally, he explores the future of generative AI and Goldman Sachs' strategic priorities in 2023.

The podcast discusses the performance of US equities in 2023, recommendations for the year ahead, and whether it's time to reduce US equity positions. It also explores return expectations for different asset classes, risks associated with the escalation of the Israel Hamas war, and choosing the ideal image for a report cover.

Goldman Sachs' Joe Wall and Alec Phillips discuss the implications of the US presidential elections on policies and markets, including analyzing potential threats to Trump's nomination, exploring the impact of Trump's legal cases, key issues for voters, election year market dynamics, and potential volatility.

Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry, investing in downturns and creating value in companies, KKR's deal making and reputation, misconceptions and evolving models in private equity, philanthropy and supporting underprivileged students, and passing on values to the next generation.

Geopolitics are affecting the global balance of power and credibility gap. Tensions from the digital order and climate change lack institutional architecture. Cooperation between the US and China on climate change is significant. Navigating the 'geopolitical recession' offers opportunities and resilience for corporations and investors.