Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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The Future of Four Wheels: Episode 1, The Twin Revolution

The Future of Four Wheels: Episode 1, The Twin Revolution

In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete ret...

29 Tammi 202426min

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than...

23 Tammi 202419min

America Powers On: Why US equities are still poised to outperform in 2024

America Powers On: Why US equities are still poised to outperform in 2024

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recomme...

18 Tammi 202422min

US presidential elections outlook: Implications for policy and markets

US presidential elections outlook: Implications for policy and markets

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sac...

9 Tammi 202427min

KKR’s Henry Kravis on private equity, culture, and global markets

KKR’s Henry Kravis on private equity, culture, and global markets

In this episode of Goldman Sachs Exchanges: Great Investors, Henry Kravis, co-founder and co-executive chairman of KKR, discusses the evolution of the private equity industry and KKR’s journey through...

5 Tammi 202454min

Uncharted territory: Navigating a ‘geopolitical recession’

Uncharted territory: Navigating a ‘geopolitical recession’

Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this ...

3 Tammi 202434min

Asset allocation outlook: The case for greater portfolio diversification in 2024

Asset allocation outlook: The case for greater portfolio diversification in 2024

As fears over inflation and interest rates start to moderate, the case for taking on more risk may be rising. Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research...

20 Joulu 202332min

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

Focus on financials: Why banks and asset managers are constructive about the economy in 2024

How is the financial services sector, often seen as a bellwether for the economy, coping with inflation, interest rates, and greater regulatory pressures? Goldman Sachs Research’s Richard Ramsden and ...

18 Joulu 202328min

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