Macro questions and market strength
Exchanges18 Feb 2025

Macro questions and market strength

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss how tariffs, inflation, and higher yields are shaping the outlook for 2025. This episode was recorded on February 13, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(645)

Inside the Revival of Venture Capital Liquidity with an Industry Pioneer

Inside the Revival of Venture Capital Liquidity with an Industry Pioneer

As liquidity in venture capital declines, the secondary market is increasingly important for investors and companies, says Hans Swildens, partner in Goldman Sachs Asset & Wealth Management, on Goldman...

6 Okt 31min

How Family Businesses Should Plan for Generational Success

How Family Businesses Should Plan for Generational Success

Companies with significant family ownership generate roughly 70% of global economic output and 60% of the world’s jobs. However, only three in 10 survive to a second generation. In this episode of Gol...

29 Sep 22min

Why Markets May Be Pricing in Too Many Fed Rate Hikes

Why Markets May Be Pricing in Too Many Fed Rate Hikes

Markets may be pricing in more tightening by the Federal Reserve than is warranted due to a divergence playing out in the economy, according to Goldman Sachs Vice Chairman and former Dallas Fed Presid...

23 Sep 18min

Rich Friedman on the Rise of Private Markets and AI Investing

Rich Friedman on the Rise of Private Markets and AI Investing

Rich Friedman, chairman of Goldman Sachs Asset Management, says there are still plenty of investment opportunities in private equity, even as private markets have grown far larger than he would have i...

18 Sep 42min

Why Global Bond Yields Are Surging

Why Global Bond Yields Are Surging

Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factor...

15 Sep 25min

How Will Less Fed Transparency Affect Markets and the Economy?

How Will Less Fed Transparency Affect Markets and the Economy?

Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Stephen Miran, as well as Goldman Sachs Chief Economist and Hea...

9 Sep 22min

Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity

Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity

Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approach and private partnership structure differs from firms whic...

4 Sep 34min

The Outlook for Data Center Power Demand as AI Token Use Grows

The Outlook for Data Center Power Demand as AI Token Use Grows

Global data center power demand could rise 170% by 2030 from 2025 levels according to Goldman Sachs Research’s Brian Singer and Carly Davenport. They joined hosts Allison Nathan and George Lee on the ...

1 Sep 32min

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