Is China Investable?
Exchanges21 Syys 2021

Is China Investable?

As the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and investment outlook? Goldman Sachs Research senior strategist and creator of the firm’s Top of Mind report, Allison Nathan, speaks with China watchers to better understand the motivations behind the government’s actions and whether they mark a meaningful shift in the relationship between the government and the private sector in China. Learn more about your ad choices. Visit megaphone.fm/adchoices

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AI Exchanges: How tech giants are navigating the AI landscape

AI Exchanges: How tech giants are navigating the AI landscape

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Te...

7 Touko 202523min

Stagflation and the Fed's next move

Stagflation and the Fed's next move

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his...

2 Touko 202513min

How AI and geopolitics are reshaping cybersecurity

How AI and geopolitics are reshaping cybersecurity

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Gol...

29 Huhti 202513min

How insurers are navigating volatile markets

How insurers are navigating volatile markets

As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Mat...

25 Huhti 202519min

Will tariffs lead to a recession?

Will tariffs lead to a recession?

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what mi...

23 Huhti 202525min

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic fo...

21 Huhti 202537min

The case for private credit

The case for private credit

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Managemen...

15 Huhti 202519min

The recession question

The recession question

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff polic...

11 Huhti 202533min

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