Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation
In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share t...
20 Jan 25min
Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives
In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discuss the trends shaping economies in the US, Asia, an...
15 Jan 23min
Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture
In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends shaping the global economy and markets in the comin...
13 Jan 24min
Oil Market Impacts from Venezuela
Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commodity markets. This episode was recorded on Januar...
6 Jan 11min
Looking for Trends: One River Asset Management’s Eric Peters
Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on De...
22 Des 202532min
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode w...
18 Des 202533min
The US-China Tech Race
Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DG...
10 Des 202527min
From Assets to Alpha: David Kostin on US Equities
Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin, who is retiring as chief US equity strategist at t...
4 Des 202527min
