Europe’s Energy Crisis: End in sight or far from over?

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. ...

29 Jul 202513min

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outl...

22 Jul 202534min

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking bus...

16 Jul 202522min

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, exp...

8 Jul 202517min

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Le...

1 Jul 202520min

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solut...

23 Jun 202525min

Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with...

18 Jun 202520min

What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of ...

12 Jun 202522min