Investing with Permira’s Tara Alhadeff
Exchanges5 Aug 2022

Investing with Permira’s Tara Alhadeff

In this episode of Exchanges at Goldman Sachs: Great Investors, Tara Alhadeff, partner at Permira, talks with Alison Mass, chairman of Goldman Sachs’ Investment Banking Division, about investing in iconic brands like Doc Martens, Valentino and Golden Goose and the outlook for discretionary spending in times of volatility. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(621)

Falling rates: A salve for real estate?

Falling rates: A salve for real estate?

The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commerc...

24 Sep 202427min

How Sequoia Capital’s Roelof Botha is forging the future

How Sequoia Capital’s Roelof Botha is forging the future

Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring b...

20 Sep 202459min

Why China’s economy is struggling

Why China’s economy is struggling

After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, ...

17 Sep 202419min

Private equity investing with Blackstone’s Joe Baratta

Private equity investing with Blackstone’s Joe Baratta

Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader. Learn more about your ad choices....

10 Sep 202439min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

5 Sep 202425min

Will Fed policy trigger a US recession?

Will Fed policy trigger a US recession?

Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Res...

4 Sep 202425min

Women in the workforce: Analyzing the gains and gaps

Women in the workforce: Analyzing the gains and gaps

Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased f...

20 Aug 202428min

How a popular trade collapsed — and why it matters

How a popular trade collapsed — and why it matters

The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Market...

13 Aug 202425min

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