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(616)

Why Global Insurers Are Leaning Into Risk

Why Global Insurers Are Leaning Into Risk

Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn more about your ad choices. Visit megaphone.fm/adch...

27 Apr 202110min

Markets Update: Emerging Markets’ Next Phase

Markets Update: Emerging Markets’ Next Phase

Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Apr 20216min

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates

In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolution of gay rights in Japan and companies’ efforts t...

20 Apr 202125min

What’s Ahead for the U.S. Dollar?

What’s Ahead for the U.S. Dollar?

Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback.  Learn more about your ad choices. Visit megaphone.fm/adchoices

16 Apr 20217min

Whenever, Wherever: Seamless Commerce is the Future of Retail

Whenever, Wherever: Seamless Commerce is the Future of Retail

Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichannel experience is the future of consumer retail. L...

13 Apr 202119min

What’s Behind the Record Level of Equity Issuance?

What’s Behind the Record Level of Equity Issuance?

Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ amount of equity issuance.  Learn more about your ad choi...

9 Apr 202112min

Top of Mind: Reflation Risk

Top of Mind: Reflation Risk

With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Bl...

8 Apr 202125min

Outlook for Equity Markets

Outlook for Equity Markets

With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses the outlook for U.S. equity markets. Learn more a...

6 Apr 202118min

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