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(598)

Markets Update: 2021 Global Growth Outlook

Markets Update: 2021 Global Growth Outlook

As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-consensus growth for 2021, despite the weak US jobs re...

8 Jan 202124min

What’s Included in the $900 Billion US Stimulus Package?

What’s Included in the $900 Billion US Stimulus Package?

Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2020. Wall also talks about other policy priorities that inve...

21 Des 202012min

Markets Update: Financial Services Outlook

Markets Update: Financial Services Outlook

Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021. Learn more abou...

18 Des 202011min

The Outlook for a Commodities Bull Market in 2021

The Outlook for a Commodities Bull Market in 2021

Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Des 202016min

Markets Update: Looking Back on 2020’s Roller Coaster Ride

Markets Update: Looking Back on 2020’s Roller Coaster Ride

Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positioning their portfolios going into 2021.  Learn more abou...

11 Des 202015min

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs

Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992.   Learn more about your ...

8 Des 202017min

Markets Update: What Investors Are Watching Going into Year-End

Markets Update: What Investors Are Watching Going into Year-End

Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going into the last few weeks of the year. Learn more abo...

4 Des 202010min

November Wrap: Record Inflows into Global Equities

November Wrap: Record Inflows into Global Equities

Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end. Learn more about your ad choic...

1 Des 202017min

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