Trump’s tariffs: Big talk or big action?
Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new...
4 Mar 202517min
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic bac...
28 Feb 202533min
Macro questions and market strength
How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior a...
18 Feb 202525min
Tariffs: What’s ahead and why it matters
Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tari...
13 Feb 202524min
AI Exchanges: Will falling costs drive new opportunities?
The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podc...
4 Feb 202521min
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit
Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldm...
29 Jan 202520min
Navigating the volatility in global bond markets
Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and in...
21 Jan 202523min
Keep on truckin’: Will the US continue to outperform other markets?
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and w...
14 Jan 202519min
