The Global Chip Shortage: Impact, Outlook and Recovery
Exchanges29 Jun 2021

The Global Chip Shortage: Impact, Outlook and Recovery

Goldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and supply chains. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(615)

Apollo's Jim Zelter on the Future of Private Credit

Apollo's Jim Zelter on the Future of Private Credit

Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world...

16 Apr 37min

Why Aren’t Investors More Worried?

Why Aren’t Investors More Worried?

Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global markets. In discussion with Exchanges Host Allison Nathan,...

14 Apr 19min

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater threat. In this episode of Goldman Sachs Exchanges...

7 Apr 16min

AI Exchanges: Power Problems?

AI Exchanges: Power Problems?

As the demand for AI-powered data centers continues to grow, Goldman Sachs Research’s Brian Singer explains the potential sources—and constraints—of power demand growth. This episode was recorded o...

2 Apr 20min

The Business Builder: New Mountain Capital's Steve Klinsky

The Business Builder: New Mountain Capital's Steve Klinsky

Steve Klinsky, founder and CEO of New Mountain Capital, joins Goldman Sachs’ Alison Mass to discuss the macro landscape, his approach to building businesses, the evolution of the private equity indust...

31 Mar 35min

Iran Conflict: How Long, and How Bad?

Iran Conflict: How Long, and How Bad?

The Iran conflict has triggered the largest energy supply disruption in history with shipping traffic in the Strait of Hormuz nearly at a standstill and regional energy infrastructure under fire. In t...

27 Mar 19min

Private Credit Concerns in Context

Private Credit Concerns in Context

Goldman Sachs’ Alex Blostein and Vivek Bantwal discuss the market sentiment, fundamentals, and the outlook for the private credit sector. This episode was recorded on March 19th and 20th. The opin...

23 Mar 30min

Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership

Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership

Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chairman of The Goldman Sachs Group Inc. and former Cha...

20 Mar 30min

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