Are the largest US stocks too dominant?
The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors une...
26 Mar 202419min
Global transit & trade: in rough waters
Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is bas...
19 Mar 202432min
High mortgage rates, limited inventory continue to challenge the US housing market
High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping ...
12 Mar 202421min
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing...
5 Mar 202437min
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Gold...
28 Feb 202423min
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his na...
23 Feb 202435min
Shifting supply and demand dynamics buffer oil market
Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that...
21 Feb 202421min
2024: the year of elections
With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Re...
13 Feb 202425min
