Revenge of the Meme Stocks
Exchanges29 Jul 2025

Revenge of the Meme Stocks

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(610)

The case for private credit

The case for private credit

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Managemen...

15 Apr 202519min

The recession question

The recession question

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 the impact of rapidly shifting tariff polic...

11 Apr 202533min

Recession watch: How to hedge now

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 Strategis...

9 Apr 202511min

Bain Capital’s David Gross on global opportunities and private equity’s evolution

Bain Capital’s David Gross on global opportunities and private equity’s evolution

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of B...

1 Apr 202535min

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Al...

25 Mar 202525min

The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shar...

21 Mar 202544min

Are credit investors nervous about recession risk?

Are credit investors nervous about recession risk?

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook?...

18 Mar 202515min

How tariffs will impact the US economy

How tariffs will impact the US economy

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn...

11 Mar 202519min

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