Dissecting the Market Disconnect
With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mind. This uncertainty has been at the heart of the dovish pivot from central bank...
16 Heinä 201921min
Where Are Retailers Looking For Growth?
In this episode, Jennifer Davis, head of retail investment banking for Goldman Sachs, explains how retailers are expanding their growth strategies against a backdrop of continued e-commerce growth and...
3 Heinä 201923min
Does Human Behavior Move the Markets?
Although financial markets tend to be explained largely in quantitative terms, human behavior still plays a major role in driving price action, says Sheba Jafari, head of technical analysis for Goldma...
26 Kesä 201917min
What is Alternative Risk Premia and Why are Investors Excited About It?
While systematic investing has origins in academia dating back to the 1950s, only in the past several years has it evolved into practical applications for portfolio construction. In this episode, Heat...
10 Kesä 201937min
Trade Wars 3.0
The prospect of a larger and longer trade war has increased as US-China trade negotiations have taken a turn for the worse and President Trump has opened up trade battles on new fronts. Allison Nathan...
7 Kesä 201919min
Is Womenomics Working?
When Kathy Matsui first published research on "Womenomics," exploring the economic outcomes of women in the workforce, Japan had one of the lowest female participation rates in the developed world. No...
30 Touko 201929min
What's the Business Case for Investing in America's Low-Income Communities?
The 2017 tax overhaul created incentives for investing in certain low-income communities across America, or "opportunity zones" as they're called. In this episode, Margaret Anadu, head of Goldman Sach...
22 Touko 201922min
EU Elections: What’s at Stake?
Elections for the European Parliament taking place May 23-26 are setting up to be exceptionally important given the rise of populist and nationalist forces that threaten Europe’s long-standing centris...
10 Touko 201916min
