Growth and Geopolitical Risk
Exchanges16 Loka 2019

Growth and Geopolitical Risk

The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring up. Some of these risks—like the US-China trade war—are feeding recessionary fears, while others—like the attack on Saudi oil facilities that led to the largest ever daily disruption in oil supplies—have gone almost unnoticed. And this is despite the fact that oil shocks were one of the most common causes of recession historically. Whether this complacency is warranted, and the vulnerability of the economy and markets to this and other geopolitical shocks, is Top of Mind. In this episode, Goldman Sachs’ Head of Energy Research Damien Courvalin explains why the oil market is much better positioned to deal with supply outages today, and thus is a less likely recession trigger than in the past. But the Council on Foreign Relations’ President, Richard Haass, and Columbia Professor Richard Nephew explain why instability looks set to rise in the Middle East and beyond. Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Surprising Implications of an Aging Population

The Surprising Implications of an Aging Population

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Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

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Mid-year outlook: diversify and hedge

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Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solut...

23 Kesä 202525min

Is a US fiscal crisis ahead?

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Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with...

18 Kesä 202520min

How to win: Steve Cohen on markets and the Mets

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What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of ...

12 Kesä 202522min

A German economic revival?

A German economic revival?

Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germ...

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How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

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5 Kesä 202524min

Will legal challenges end the trade war?

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A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for inves...

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