Higher Rates Unlikely to Derail the US Housing Market Strength
Exchanges12 Mar 2021

Higher Rates Unlikely to Derail the US Housing Market Strength

Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to continue to remain positive even in the event of an interest rate shock. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(600)

Investing in a post-modern ‘super cycle’

Investing in a post-modern ‘super cycle’

Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sa...

6 Feb 202423min

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work.  Le...

1 Feb 202428min

The Future of Four Wheels: Episode 3, The New New-Car Business

The Future of Four Wheels: Episode 3, The New New-Car Business

In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration. Learn more about ...

31 Jan 202434min

The Future of Four Wheels: Episode 2, Building the Car of the Future

The Future of Four Wheels: Episode 2, Building the Car of the Future

In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital import...

30 Jan 202429min

The Future of Four Wheels: Episode 1, The Twin Revolution

The Future of Four Wheels: Episode 1, The Twin Revolution

In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete ret...

29 Jan 202426min

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities

Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than...

23 Jan 202419min

America Powers On: Why US equities are still poised to outperform in 2024

America Powers On: Why US equities are still poised to outperform in 2024

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recomme...

18 Jan 202422min

US presidential elections outlook: Implications for policy and markets

US presidential elections outlook: Implications for policy and markets

As the primary season in the US presidential election kicks off this month, Goldman Sachs’ Joe Wall from the Office of Government Affairs and Alec Phillips, chief US political economist in Goldman Sac...

9 Jan 202427min

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