The Bigger Worry: Growth or Inflation?
Exchanges7 Feb 2023

The Bigger Worry: Growth or Inflation?

Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius, Stanford’s Hoover Institution’s John Cochrane and Carlyle Co-founder David Rubenstein dig into the risks around an inflation resurgence. This episode is based off of Goldman Sachs’ most recent Top of Mind report, “The Bigger Worry: Growth or Inflation?” Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Latest Outlook for U.S. Equities

The Latest Outlook for U.S. Equities

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Aug 202018min

Covid-19: Where We Go From Here

Covid-19: Where We Go From Here

Well into the COVID-19 pandemic, countries continue to grapple with managing the virus while restoring economic activity. Where the virus will go from here, what that means for the economy and markets...

18 Aug 202029min

Markets Update: U.S. Election in Focus

Markets Update: U.S. Election in Focus

Tony Pasquariello of Goldman Sachs' Global Markets Division and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.  Learn more about...

14 Aug 20209min

Why Diversity Drives Better Investment Performance

Why Diversity Drives Better Investment Performance

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.  Learn more about your ad choices. Vis...

11 Aug 202022min

Markets Update: SPACs

Markets Update: SPACs

Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.  Learn more about your ad choices. Vis...

7 Aug 202010min

How Companies Are Meeting Their Financing Needs

How Companies Are Meeting Their Financing Needs

Susie Scher, co-head of the Global Financing Group in Goldman Sachs' Investment Banking Division, talks about how companies are meeting their financing needs in this environment and the broader sentim...

4 Aug 202022min

Markets Update: Balanced Bear Repair

Markets Update: Balanced Bear Repair

Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets. Learn more about your ad choices. Visit megaphone.fm/ad...

31 Juli 202015min

How Automated Robots are Supporting the Surge in E-commerce

How Automated Robots are Supporting the Surge in E-commerce

In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to...

28 Juli 202021min

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