Uncharted territory: Navigating a ‘geopolitical recession’
Exchanges3 Jan 2024

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 episode, Jared Cohen, president of Global Affairs at Goldman Sachs, and Ian Bremmer, president and founder of Eurasia Group and GZERO Media, explore the ways in which geopolitics are affecting the global balance of power, the global credibility gap, and what that means for companies and investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(599)

Implications of an “Americas First” Foreign Policy

Implications of an “Americas First” Foreign Policy

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Will US Stocks Outperform in 2026?

Will US Stocks Outperform in 2026?

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Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

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Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the d...

23 Jan 21min

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

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20 Jan 25min

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In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discuss the trends shaping economies in the US, Asia, an...

15 Jan 23min

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

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In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the comin...

13 Jan 24min

Oil Market Impacts from Venezuela

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Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commodity markets. This episode was recorded on Januar...

6 Jan 11min

Looking for Trends: One River Asset Management’s Eric Peters

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Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on De...

22 Des 202532min

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