The AI Investment Boom: When Will It Pay Off?
The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to ...
2 Kesä 24min
‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy
Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recorded on April 21st, 2026. The opinions and views expressed...
26 Touko 31min
Can the Asia Equity Rally Continue?
The equity story across Asia has split into two very different paths this year, with North Asian markets pulling ahead on the strength of the artificial intelligence trade while remaining more insulat...
20 Touko 22min
Innovation and Inflation: Twin Forces Reshaping Portfolios
Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary envi...
13 Touko 20min
Cracks in Private Credit
After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industr...
11 Touko 25min
Will AI Make Markets Less Efficient?
How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Management, explains the impact that AI is having in t...
6 Touko 18min
How Warsh Could Shape Fed Policy
How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dalla...
28 Huhti 16min
Farallon Capital's Nicolas Giauque on Investing for the Long Term
Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environ...
22 Huhti 20min
