Why Markets May Be Pricing in Too Many Fed Rate Hikes
Markets may be pricing in more tightening by the Federal Reserve than is warranted due to a divergence playing out in the economy, according to Goldman Sachs Vice Chairman and former Dallas Fed Presid...
23 Sep 18min
Rich Friedman on the Rise of Private Markets and AI Investing
Rich Friedman, chairman of Goldman Sachs Asset Management, says there are still plenty of investment opportunities in private equity, even as private markets have grown far larger than he would have i...
18 Sep 42min
Why Global Bond Yields Are Surging
Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factor...
15 Sep 25min
How Will Less Fed Transparency Affect Markets and the Economy?
Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Stephen Miran, as well as Goldman Sachs Chief Economist and Hea...
9 Sep 22min
Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity
Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approach and private partnership structure differs from firms whic...
4 Sep 34min
The Outlook for Data Center Power Demand as AI Token Use Grows
Global data center power demand could rise 170% by 2030 from 2025 levels according to Goldman Sachs Research’s Brian Singer and Carly Davenport. They joined hosts Allison Nathan and George Lee on the ...
1 Sep 32min
Building AI Systems for Capital Markets
Key takeaways: The "demo versus product" gap: An AI demo is judged on its best day, but an institutional-grade product is judged on its worst. Building reliable financial tools requires rigorous,...
24 Aug 26min
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Jean Hynes, CEO of Wellington Management, has more than 35 years of experience at the firm. But she spends most of her time looking ahead, trying to envision what the world might look like in a decade...
18 Aug 43min
