Exchanges29 Syys 2015

Separating Signals from Noise - Perspectives on the Future of Investing

Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for investors of every generation. This episode was recorded on September 15, 2015. The views and opinions expressed herein should not be construed as an offer to buy or sell any securities and such views/opinions may differ from those of Goldman Sachs Global Investment Research or other departments or divisions of Goldman Sachs and its affiliates. This information may not be current and Goldman Sachs has no obligation to provide any updates or changes. 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. Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice 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 any Goldman Sachs entity or individual to that listener, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2015 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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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

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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

‘Affordability’: Consumer Concerns and Government Proposals

What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economist, and Alec Phillips, Chief US Political Economist...

10 Helmi 22min

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?

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 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