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
5 Kesä 202030min
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
2 Kesä 202023min
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
1 Kesä 202032min
Markets Update: Investors Assess U.S.-China Risks
Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from U.S.-China tensions to ongoing COVID-19 uncertainty. Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Touko 20206min
The Future of Sustainable Nuclear Energy
Heath Terry of Goldman Sachs Research explores clean energy and the advances in nuclear power technology as part of his team’s Venture Capital Horizon series. Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Touko 202015min
Markets Update: Investor Sentiment Improves as Lockdowns Lift
Tony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, historic government stimulus efforts, potential vaccine developments, and ongoing US-China tensions. Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Touko 20208min
The State of Goldman Sachs’ Small-Business Lending
Goldman Sachs has committed $500 million in lending capital to provide Paycheck Protection Program, or PPP, loans to small businesses suffering in this crisis. In this episode, Margaret Anadu, head of the firm’s Urban Investment Group, provides an update on the more than 8,000 small businesses across the country that the firm has reached through partnerships with community development financial institutions (CDFIs) and other mission-driven lenders. Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Touko 202017min
Markets Update: How ESG is Changing
In this episode, leveraging a client call from Goldman Sachs Investment Banking, leaders from across the financial services industry discuss the pandemic’s impact on the ESG landscape, including how corporations and investors are responding. The conversation features Mark Wiedman, a senior managing director at BlackRock, Katherine Collins, head of Putnam Investment’s sustainable investing, Martin Whittaker, CEO of JUST Capital, and John Goldstein, head of Goldman Sachs’ Sustainable Finance Group. Learn more about your ad choices. Visit megaphone.fm/adchoices
15 Touko 20201h 1min
