How the Housing Sector Has Been Impacted by the Economic Slowdown
Exchanges21 Huhti 2020

How the Housing Sector Has Been Impacted by the Economic Slowdown

In this episode, Terry Hagerty, co-head of homebuilding & building products investment banking for Goldman Sachs, discusses how COVID-19 has impacted the outlook for housing and the broader building products sector. Despite the severity of the current slowdown, Hagerty points to favorable demographic tailwinds as reasons to expect a return to industry growth into 2021. Additionally, Hagerty explains why the sector may be poised to rebound more quickly from this crisis than that of 2008, driven by more favorable supply/demand dynamics, consumers’ relatively strong financial position, and healthy corporate balance sheets. “When I look at the balance sheets and liquidity positions of my clients, both in home building and building products, it’s quite strong,” Hagerty says. “Most of them have access to the capital markets, given some of the Fed action that we’ve seen, and generally they’re all positioned to weather what could potentially be a very extended downturn. So the outlook today is much different than 2008.” Learn more about your ad choices. Visit megaphone.fm/adchoices

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Implications of an “Americas First” Foreign Policy

Implications of an “Americas First” Foreign Policy

What could more assertive US foreign policy in the Western Hemisphere — driven by the so-called “Donroe Doctrine”— mean for the global order? Hal Brands, professor of global affairs at the Johns Hopki...

3 Helmi 26min

Will US Stocks Outperform in 2026?

Will US Stocks Outperform in 2026?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead. Find all our ou...

27 Tammi 21min

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the d...

23 Tammi 21min

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share t...

20 Tammi 25min

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discuss the trends shaping economies in the US, Asia, an...

15 Tammi 23min

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the comin...

13 Tammi 24min

Oil Market Impacts from Venezuela

Oil Market Impacts from Venezuela

Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commodity markets. This episode was recorded on Januar...

6 Tammi 11min

Looking for Trends: One River Asset Management’s Eric Peters

Looking for Trends: One River Asset Management’s Eric Peters

Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on De...

22 Joulu 202532min

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