Goldman Sachs Exchanges

Goldman Sachs
  • 4.5 (26)
  • BUSINESS
  • UPDATED WEEKLY
Goldman Sachs Exchanges Podcast

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

  1. 2 DAYS AGO

    Why China’s economy is struggling

    After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China economist, shares her outlook for China’s growth.

    19 min

  2. 10 SEPT

    Private equity investing with Blackstone’s Joe Baratta

    Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader.

    40 min

  3. 5 SEPT

    Will Fed policy trigger a US recession?

    Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Reserve policy be to blame? In the latest episode of Goldman Sachs Exchanges, Allison Nathan discusses these questions with three top economic minds: Claudia Sahm, the creator of the “Sahm rule” and Chief Economist at New Century Advisors, former Federal Reserve Bank of New York President Bill Dudley, and Goldman Sachs Vice Chairman and former Federal Reserve Bank of Dallas President Rob Kaplan. This episode explores the latest Top of Mind report, “Is the Fed behind the curve?”

    26 min

  4. 20 AUG

    Women in the workforce: Analyzing the gains and gaps

    Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased female labor participation. So how much progress has been made in Japan and around the world? Sharon Bell, Senior Strategist on the European Portfolio Strategy Team within Goldman Sachs Research, and Asahi Pompey, Goldman Sachs Global Head of Corporate Engagement and President of the Goldman Sachs Foundation, discuss the gains — and gaps — in female workforce participation and the impact to economic growth.

    28 min

  5. 13 AUG

    How a popular trade collapsed — and why it matters

    The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Markets Strategy, and Praneet Shah, co-head of Global G10 FX Options Trading in Global Banking & Markets, explain the carry trade, why it matters, and the implications for investment portfolios.

    26 min

  6. 6 AUG

    Why recession fears are likely overblown

    Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown.

    17 min

  7. 2 AUG

    TPG CEO Jon Winkelried on the evolution of private equity and alternative markets

    “Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Goldman Sachs, shares his perspectives on investment opportunities, leading teams, and managing companies through crises. For more insights from great investors, listen to previous episodes from our Great Investors series: KKR’s Henry Kravis on private equity, culture, and global markets.

    44 min

  8. 30 JUL

    Can the US consumer stay strong?

    The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spending and the US retail sector.  For more information, listen to our Goldman Sachs Exchanges episode, Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates or read Is US consumer spending losing momentum?

    22 min
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Hosts & Guests

Ratings & Reviews

4.5
out of 5
26 Ratings

About

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

Information

  • Creator
    Goldman Sachs
  • Years Active
    2014 - 2024
  • Episodes
    487
  • Copyright
    © Copyright 2023 Goldman Sachs, all rights reserved.
  • Show Website
    Goldman Sachs Exchanges

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