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(601)

Are we on the cusp of a generative AI revolution?

Are we on the cusp of a generative AI revolution?

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episo...

21 Feb 202331min

Should investors stay invested in 2023?

Should investors stay invested in 2023?

2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less turbulent for markets, there is still a fog of uncertainty facing investors. S...

14 Feb 202325min

Why investors are leaning into alternatives: Apollo’s Marc Rowan

Why investors are leaning into alternatives: Apollo’s Marc Rowan

In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about...

10 Feb 202335min

The Bigger Worry: Growth or Inflation?

The Bigger Worry: Growth or Inflation?

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the la...

7 Feb 202323min

How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros

How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros

In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about hi...

31 Jan 202325min

As China reopens, what’s ahead for commodities in 2023?

As China reopens, what’s ahead for commodities in 2023?

Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs...

24 Jan 202326min

The global economy in 2075: Growth slows as Asia rises

The global economy in 2075: Growth slows as Asia rises

What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-h...

17 Jan 202318min

What’s ahead for economies and markets in 2023?

What’s ahead for economies and markets in 2023?

What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, ...

11 Jan 202331min

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