The Short and Long of Recent Volatility
The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caus...
3 Mar 202126min
How Healthcare CIOs Are Investing Capital Through a Public Health Crisis
Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofit h...
2 Mar 202126min
How Small Businesses Are Faring Entering Year Two of the Pandemic
To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Small Businesses participants who answered questions a...
26 Feb 202127min
Digital Transformation and the Future of Software
Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead. Learn more abou...
23 Feb 202116min
Markets Update: Inflation and Equities
Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection p...
19 Feb 202114min
Big, Bold, Strategic Moves: The 2021 M&A Outlook
Stephan Feldgoise and Mark Sorrell, co-heads of global mergers & acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers behind historic levels of M&A activity, their posit...
16 Feb 202113min
The Outlook for Airlines in 2021
Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year. Learn more about y...
12 Feb 202112min
2021 Investment Outlook: “US Resilient”
Sharmin Mossavar-Rahmani, Chief Investment Officer for Goldman Sachs Private Wealth Management, discusses her team’s investment outlook for 2021 and why she is telling clients to stay invested. “Our r...
9 Feb 202121min
