What’s the outlook for deal-making, corporate and investor sentiment, and markets?
In this episode of Goldman Sachs Exchanges, Dan Dees, Jim Esposito, and Ashok Varadhan, the co-heads of Goldman Sachs' Global Banking & Markets business, discuss their views on the markets, corporate and investor sentiment, and the outlook for deal-making. They also share their thoughts about the direction of the industry as well as their leadership and career advice. Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Marras 202335min
Why the global economy and markets can continue to outperform in 2024
Goldman Sachs’ Jan Hatzius, the firm's chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss their outlook and the findings from their recently published 2024 macro outlook entitled, The Hard Part is Over. Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Marras 202328min
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
In a conversation moderated by Goldman Sachs’ Michael Brandmeyer, BlackRock’s Tony Kim, head of tech sector fundamental equities, shares his views on the technology ecosystem, public and private valuations, and the impact of artificial intelligence and quantum computing. Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Marras 202339min
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Marras 202326min
Impactive Capital’s private equity approach to ESG-oriented activism
Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-term returns. Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Marras 202334min
Unlocking the AI M&A Supercycle
The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen AI is reshaping the dealmaking landscape and discuss findings from their report, “Navigating the AI Era.” Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Loka 202323min
Commercial real estate risks
US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van Nieuwerburgh, professor of real estate and finance at Columbia Business School, break down the risks in the commercial real estate crisis that were the topic of the recent Top of Mind report, Commercial real estate risks. Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Loka 202324min
