The Markets: Pricing in the probability of a recession
Exchanges12 Touko 2023

The Markets: Pricing in the probability of a recession

Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(621)

What Trump’s win means for markets and portfolios

What Trump’s win means for markets and portfolios

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mue...

7 Marras 202422min

How Clearlake Capital’s José E. Feliciano is finding value across private markets

How Clearlake Capital’s José E. Feliciano is finding value across private markets

Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more in...

4 Marras 202441min

What will the US presidential election mean for the economy?

What will the US presidential election mean for the economy?

How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic poli...

29 Loka 202416min

Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing

Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing

Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs’ Michael Brandmeyer...

22 Loka 202432min

More gains ahead for US stocks?

More gains ahead for US stocks?

The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan H...

15 Loka 202419min

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape. To hear from more Great I...

10 Loka 202449min

Why oil and gold prices could keep rising

Why oil and gold prices could keep rising

Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of c...

8 Loka 202417min

The missing link to retirement security

The missing link to retirement security

Michael Moran, a pension strategist in Goldman Sachs Asset Management, explains how the current macro environment is changing the retirement picture for both savers and retirees. Mike and his team are...

1 Loka 202427min

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