Is big tech back?
After a sharply disappointing performance in 2022, tech stocks are roaring back. But is the latest revival just a short-term blip? Or is there a new growth phase ahead for the tech sector? In this episode, Ben Snider, a senior strategist in Goldman Sachs Research, and Peter Callahan, who covers the tech sector for Global Banking & Markets, break down big tech earnings, new developments like generative AI, and the risks investors are focused on. Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Mai 202321min
What happens if the U.S. government can’t pay its bills?
The debate over the U.S. debt ceiling is quickly heating up. If the debt limit is not lifted before the deadline, what does this mean for markets and the economy? In this episode, Goldman Sachs Research’s Alec Phillips, chief U.S. political economist, explains how a failure to raise the limit on US government debt could ripple through the global financial markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Mai 202326min
The Markets: Volatility, Earnings, and European Equities
Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Apr 202310min
Navigating the trillion dollar path to a more sustainable economy
The path to net zero has never been more complicated as businesses and governments look to balance short-term energy demands with long-term sustainability goals. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Michele Della Vigna, head of Natural Resources Research in EMEA, and Kara Mangone, global head of Climate Strategy, discuss the decades-long effort that will require trade-offs between investing and carbon intensive projects and increasing investments in clean energy technologies. Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Apr 202331min
How Porsche CEO Oliver Blume is driving innovation
The initial public offering of luxury car manufacturer Porsche last fall was a bright spot in an otherwise difficult equity market. So how has the automaker navigated the macro challenges and what are the implications for the sector more broadly? In the latest episode of Exchanges at Goldman Sachs, Oliver Blume, the CEO of Porsche and its parent company VW, and Goldman Sachs’ Christoph Stanger, who chairs the European equity capital markets team and helped take the company public, go behind the scenes to look at what it was like to take the company public, as well as discuss some of the broader trends in the automotive industry. Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Apr 202319min
The Markets: A ‘bulletproof’ stock market?
Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Apr 20239min
Navigating the ‘perfect storm’ in commercial real estate
The recent stress in the banking sector appears to have abated but there are knock-on effects that are pressuring a key corner of the economy: commercial real estate. So could commercial real estate be the next possible crisis? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Lotfi Karoui, chief credit strategist and head of the Credit Research Group, and Jeffrey Fine, global head of Real Estate Client Solutions and Product Strategy in the firm’s Asset & Wealth Management business, assess the vulnerabilities in the commercial real estate market today. Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Apr 202328min
What’s on the minds of the world’s largest investors?
As one of the largest investors in the world, insurers represent about $30 trillion in assets — which means their investment decisions can have an outsized impact on markets and investment flows. So in a volatile market and uncertain economic environment, what’s on the minds of this influential investor base? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Mike Siegel, global head of the Insurance Asset Management and Liquidity Solutions businesses, and Matt Armas, global head of Insurance Asset Management, break down the results of the 12th annual survey, Balancing with Yield on the Inflationary Tightrope, which surveyed more than 300 insurers about their views on the economy, asset allocation decisions and return expectations. Learn more about your ad choices. Visit megaphone.fm/adchoices
14 Apr 202321min
