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

Episoder(601)

An inside look at family offices’ investing strategies

An inside look at family offices’ investing strategies

Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from Goldman Sachs’ Asset & Wealth Management business,...

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The Markets: Why the AI-driven tech rally has legs

The Markets: Why the AI-driven tech rally has legs

Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head o...

9 Jun 20239min

How countries and companies are reshaping their supply chains

How countries and companies are reshaping their supply chains

How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the...

6 Jun 202338min

The Markets: What’s next for U.S. Treasuries

The Markets: What’s next for U.S. Treasuries

Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Fi...

2 Jun 202310min

Daunting debt limit dynamics

Daunting debt limit dynamics

In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economist, and David Beers, former head of sovereign credi...

30 Mai 202321min

The Markets: Are markets pricing in the potential of a default?

The Markets: Are markets pricing in the potential of a default?

Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Ma...

26 Mai 20237min

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for strong gains if the economy avoids a recession given...

25 Mai 202330min

The Markets: Why European stocks are beating US equities

The Markets: Why European stocks are beating US equities

Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asse...

19 Mai 20239min

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