The Outlook for Airlines in 2021
Exchanges12 Feb 2021

The Outlook for Airlines in 2021

Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(611)

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

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

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

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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...

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Looking for Trends: One River Asset Management’s Eric Peters

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...

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‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

‘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

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

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

What’s Driving the Surge in Deal-Making?

What’s Driving the Surge in Deal-Making?

Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stepha...

24 Nov 202516min

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