Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

Episoder(612)

Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — and popularity — of infrastructure investments. Gold...

28 Feb 202423min

Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of Chicago’s business school – which now bears his na...

23 Feb 202435min

Shifting supply and demand dynamics buffer oil market

Shifting supply and demand dynamics buffer oil market

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains the shifting supply and demand dynamics that...

21 Feb 202421min

2024: the year of elections

2024: the year of elections

With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head to the polls this year, Richard Haass, former president of the Council on Foreign Re...

13 Feb 202425min

Investing in a post-modern ‘super cycle’

Investing in a post-modern ‘super cycle’

Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sa...

6 Feb 202423min

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work.  Le...

1 Feb 202428min

The Future of Four Wheels: Episode 3, The New New-Car Business

The Future of Four Wheels: Episode 3, The New New-Car Business

In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration. Learn more about ...

31 Jan 202434min

The Future of Four Wheels: Episode 2, Building the Car of the Future

The Future of Four Wheels: Episode 2, Building the Car of the Future

In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital import...

30 Jan 202429min

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