Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
Exchanges2 Loka 2020

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications for markets. In this episode, she’s back on the show to discuss the current state of things and where investors go from here after the equity market’s stunning recovery. Riley says her clients are looking ahead to two key milestones: the U.S. election and the potential for a COVID-19 vaccine, both of which have the potential to kickstart thematic portfolio rotations. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Investing in Sports: A New Media Model

Investing in Sports: A New Media Model

Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the...

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2025 outlook: Will tailwinds trump tariffs?

2025 outlook: Will tailwinds trump tariffs?

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congre...

20 Marras 202430min

Investing in Sports: The Next Trillion Dollar Market?

Investing in Sports: The Next Trillion Dollar Market?

The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adj...

15 Marras 202437min

What Trump’s policies could mean for the Fed

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Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on w...

12 Marras 202418min

What Trump’s win means for markets and portfolios

What Trump’s win means for markets and portfolios

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mue...

7 Marras 202422min

How Clearlake Capital’s José E. Feliciano is finding value across private markets

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Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more in...

4 Marras 202441min

What will the US presidential election mean for the economy?

What will the US presidential election mean for the economy?

How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic poli...

29 Loka 202416min

Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing

Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing

Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs’ Michael Brandmeyer...

22 Loka 202432min

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