Beneath Trade Clouds, China's Transition Opens Opportunities
Rising trade tensions with the United States should not obscure the importance of China's progress in transforming its economy and opening its markets, according to Goldman Sachs Research's Tim Moe. O...
9 Jul 201831min
Why Healthcare is (Finally) Chasing Consumers
From consumers' growing influence and vertical consolidation to the shift to value-based care and questions around drug pricing policy, there's a lot going on in the healthcare industry. Jo Natauri, g...
21 Jun 201832min
What Happened to the American Pension?
Fifty years ago, if you asked Americans how they mainly saved for retirement, chances are they'd answer: "my pension." That's no longer the case. After surging in the post-World War II years, corporat...
11 Jun 201825min
At the Movies: Battling Box-Office Blues in an Age of Streaming
From subscription services with generous discounts on concessions to comfier theaters, the film industry is moving aggressively to get more people off their sofas and to the box office, says Drew Bors...
24 Mai 201832min
Beyond VR and AR: Extended Reality to Transform Our Lives as Consumers
It's not a matter of if Extended Reality (XR) will touch all aspects of our lives-it's a matter of when, says Heather Bellini of Goldman Sachs Research. By 2025, XR is projected to generate over $100 ...
21 Mai 201823min
eSports: The New Global Pastime
eSports - professional video gaming - has over 350 million viewers worldwide. In this episode, Ryan Nolan, global head of digital gaming in Goldman Sachs' Investment Banking Division, and his colleagu...
8 Mai 201826min
Oil Investing Enters "The Age of Restraint"
The oil and natural gas investment cycle is entering an "age of restraint," according to a newly-published report from Goldman Sachs Research. In this episode, we sit down with Michele Della Vigna, Co...
27 Apr 201821min
Is Bitcoin a (Bursting) Bubble?
As cryptocurrency volatility continues, Steve Strongin, Charlie Himmelberg and Jeff Currie of Goldman Sachs Research reaffirm their cautious stance on the long-term viability of bitcoin and other firs...
19 Apr 201826min
