Higher Rates Unlikely to Derail the US Housing Market Strength
Exchanges12 Maalis 2021

Higher Rates Unlikely to Derail the US Housing Market Strength

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock. Learn more about your ad choices. Visit megaphone.fm/adchoices

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How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape. To hear from more Great I...

10 Loka 202449min

Why oil and gold prices could keep rising

Why oil and gold prices could keep rising

Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of c...

8 Loka 202417min

The missing link to retirement security

The missing link to retirement security

Michael Moran, a pension strategist in Goldman Sachs Asset Management, explains how the current macro environment is changing the retirement picture for both savers and retirees. Mike and his team are...

1 Loka 202427min

Falling rates: A salve for real estate?

Falling rates: A salve for real estate?

The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commerc...

24 Syys 202427min

How Sequoia Capital’s Roelof Botha is forging the future

How Sequoia Capital’s Roelof Botha is forging the future

Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring b...

20 Syys 202459min

Why China’s economy is struggling

Why China’s economy is struggling

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, ...

17 Syys 202419min

Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

10 Syys 202439min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

5 Syys 202425min

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