Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership
Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chairman of The Goldman Sachs Group Inc. and former Cha...
20 Maalis 30min
Emerging Markets: Stirred, But Not Yet Shaken
Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets. This episode was recorded on March 12, 2026. The opinions and v...
18 Maalis 14min
Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility
Goldman Sachs International Co-CEOs Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe. This episode was recorded on March 12, 2026. The opinions and vi...
16 Maalis 27min
Can Software Survive AI?
Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sa...
10 Maalis 15min
Oil Market Impacts from Iran
Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices....
2 Maalis 13min
Why Japanese Stocks Could Keep Rallying
Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors. Date of recording: February 19, 2026....
24 Helmi 18min
The New AI Trades
Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher. This episode was recorded on February 11, 2026. The op...
17 Helmi 15min
Fundamentals Still Matter: Lone Pine’s David Craver
David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors driving the firm’s long-term fundamental-based inv...
12 Helmi 23min
