The Latest Outlook for U.S. Equities
Exchanges19 Aug 2020

The Latest Outlook for U.S. Equities

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(601)

Why Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second?

Why Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second?

John Waldron is a busy man. He’s almost a year into his role as Goldman Sachs COO and President, and he’s also a father of six. In this episode, Waldron demystifies his day-to-day and explains why he’...

13 Sep 201928min

What Can Wall Street and Silicon Valley Learn From Each Other?

What Can Wall Street and Silicon Valley Learn From Each Other?

Technology is changing the structure of the financial industry, says Marty Chavez, global co-head of the Goldman Sachs Securities Division. In this episode, he discusses how the industry is reshaping....

3 Sep 201950min

Top of Mind: Dissecting the Market Disconnect

Top of Mind: Dissecting the Market Disconnect

For this special episode of Exchanges, we’re running our newest podcast, Top of Mind at Goldman Sachs. Hosted by Allison Nathan, a senior strategist in Goldman Sachs Research, Top of Mind examines the...

22 Aug 201922min

Central Bank Independence

Central Bank Independence

The US Federal Reserve’s sharp pivot toward easing amid substantial White House pressure has raised concerns about central bank independence, as have developments in other advanced and emerging market...

13 Aug 201924min

Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?

Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?

The next 10 years of mobility will bring more change in the way that people and products move than any decade since the invention of the automobile, Goldman Sachs Research’s Heath Terry explains in th...

25 Jul 201923min

Dissecting the Market Disconnect

Dissecting the Market Disconnect

With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mind. This uncertainty has been at the heart of the dovish pivot from central bank...

16 Jul 201921min

Where Are Retailers Looking For Growth?

Where Are Retailers Looking For Growth?

In this episode, Jennifer Davis, head of retail investment banking for Goldman Sachs, explains how retailers are expanding their growth strategies against a backdrop of continued e-commerce growth and...

3 Jul 201923min

Does Human Behavior Move the Markets?

Does Human Behavior Move the Markets?

Although financial markets tend to be explained largely in quantitative terms, human behavior still plays a major role in driving price action, says Sheba Jafari, head of technical analysis for Goldma...

26 Jun 201917min

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