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(595)

Exploring the Founder Journey with Launch With GS CEOs

Exploring the Founder Journey with Launch With GS CEOs

Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while leading through times of crisis. The founders, who are all part of the "Launch With GS" Black and Latinx Entrepreneur Cohort, are Helen Adeosun of CareAcademy, Sean Mitchell of REZI, and Max Tuchman of Caribu. Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Sep 202037min

Markets Update: Subdued Mood as S&P 500 Hits Record Highs

Markets Update: Subdued Mood as S&P 500 Hits Record Highs

Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market rally. Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Aug 202010min

The Latest Outlook for U.S. Equities

The Latest Outlook for U.S. Equities

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Aug 202018min

Covid-19: Where We Go From Here

Covid-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets—and how the vaccine outlook might impact everything—is Top of Mind. In this episode, Allison Nathan speaks to Harvard’s Dr. Marc Lipsitch, who believes that the rising expectation for a resolution of the pandemic in 2021 is a plausible best-case scenario, but one we likely won’t be sure of until at least midyear. Our own Jan Hatzius argues that economic activity should be able to normalize further even if the virus remains an issue, and that a vaccine would only reinforce the economic recovery. Finally, Allison asks CEPI CEO, Dr. Richard Hatchett, if the rise in vaccine optimism is warranted. He’s also hopeful about the vaccine timeline, but cautions vaccines likely won’t be a magic bullet. Learn more about your ad choices. Visit megaphone.fm/adchoices

18 Aug 202029min

Markets Update: U.S. Election in Focus

Markets Update: U.S. Election in Focus

Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.  Learn more about your ad choices. Visit megaphone.fm/adchoices

14 Aug 20209min

Why Diversity Drives Better Investment Performance

Why Diversity Drives Better Investment Performance

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.  Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Aug 202022min

Markets Update: SPACs

Markets Update: SPACs

Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Aug 202010min

How Companies Are Meeting Their Financing Needs

How Companies Are Meeting Their Financing Needs

Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentiment for banking activity in the second half of 2020. Additionally, Scher shares her thoughts on how to recruit and develop diverse talent, as well as advice for how junior employees can continue to grow and develop their networks while working remotely. Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Aug 202022min

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