Why recession fears are likely overblown
Exchanges6 Aug 2024

Why recession fears are likely overblown

Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(599)

Stagflation and the Fed's next move

Stagflation and the Fed's next move

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his...

2 Mai 202513min

How AI and geopolitics are reshaping cybersecurity

How AI and geopolitics are reshaping cybersecurity

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Gol...

29 Apr 202513min

How insurers are navigating volatile markets

How insurers are navigating volatile markets

As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Mat...

25 Apr 202519min

Will tariffs lead to a recession?

Will tariffs lead to a recession?

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what mi...

23 Apr 202525min

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic fo...

21 Apr 202537min

The case for private credit

The case for private credit

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Managemen...

15 Apr 202519min

The recession question

The recession question

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff polic...

11 Apr 202533min

Recession watch: How to hedge now

Recession watch: How to hedge now

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategis...

9 Apr 202511min

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