Recession watch: How to hedge now
Exchanges9 Apr 2025

Recession watch: How to hedge now

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges. This episode was recorded on April 8, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(611)

The Rise of Secondaries: Unlocking Liquidity in Private Markets

The Rise of Secondaries: Unlocking Liquidity in Private Markets

Once a niche segment, the private equity secondaries market has seen substantial growth and is reshaping the broader alternative asset landscape. In this episode, Goldman Sachs’ Harold Hope and Alex B...

14 Okt 202518min

The Shutdown’s Economic Impact

The Shutdown’s Economic Impact

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential imp...

8 Okt 202519min

AI Exchanges: The Role of Data

AI Exchanges: The Role of Data

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Gold...

30 Sep 202517min

How Reliable is Economic Data?

How Reliable is Economic Data?

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 201...

25 Sep 202526min

The Healthcare Outlook: Macro Challenges and Biotech Innovations

The Healthcare Outlook: Macro Challenges and Biotech Innovations

While the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Unit in Goldman Sachs Research, and Amit Sinha, head...

18 Sep 202528min

The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform

The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform

Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career trajectory and investment philosophy, and where he sees o...

9 Sep 202523min

After a Summer of Stablecoins, What’s Next?

After a Summer of Stablecoins, What’s Next?

In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — digital currencies pegged to the value of traditional ...

2 Sep 202523min

Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets

Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and...

19 Aug 202545min

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