Space: The Next Investment Frontier
Exchanges22 Touko 2017

Space: The Next Investment Frontier

Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch, communications and exploration. Noah Poponak, senior Aerospace and Defense equity research analyst for Goldman Sachs Research, says this investment interest has helped reduce launch costs and spur innovation across related industries, opening up a new chapter in the history of the space economy. This podcast was recorded on May 3, 2017. All price references and market forecasts correspond to the date of this recording. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does not constitute research or a recommendation from any Goldman Sachs entity to the listener. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefor (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of Goldman Sachs, and Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Goldman Sachs to that listener, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2017 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Why Global Insurers Are Leaning Into Risk

Why Global Insurers Are Leaning Into Risk

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Huhti 202110min

Markets Update: Emerging Markets’ Next Phase

Markets Update: Emerging Markets’ Next Phase

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Huhti 20216min

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts to create more inclusive environments. Learn more about your ad choices. Visit megaphone.fm/adchoices

20 Huhti 202125min

What’s Ahead for the U.S. Dollar?

What’s Ahead for the U.S. Dollar?

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Huhti 20217min

Whenever, Wherever: Seamless Commerce is the Future of Retail

Whenever, Wherever: Seamless Commerce is the Future of Retail

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Huhti 202119min

What’s Behind the Record Level of Equity Issuance?

What’s Behind the Record Level of Equity Issuance?

Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance.  Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Huhti 202112min

Top of Mind: Reflation Risk

Top of Mind: Reflation Risk

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mind, host Allison Nathan weighs these reflation risks in conversations with the firm’s chief economist Jan Hatzius and GS Research’s senior markets strategist Dominic Wilson. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Huhti 202125min

Outlook for Equity Markets

Outlook for Equity Markets

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Huhti 202118min

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