Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
Exchanges25 Maj 2023

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 solid fundamentals and overall demand, explains Jeff Currie, global head of commodities in Goldman Sachs Research. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Gene Editing: The Future of Genomic Medicine & Biotech Investing

Gene Editing: The Future of Genomic Medicine & Biotech Investing

In the latest episode of Exchanges at Goldman Sachs, Salveen Richter, Lead Analyst for the U.S. Biotechnology Sector in Goldman Sachs Research, explains how new innovations in gene editing are transforming the future of medicine and the greater biotech investment landscape.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Mars 202217min

The Next Tech Battleground: Online Gaming & the Metaverse

The Next Tech Battleground: Online Gaming & the Metaverse

In the latest episode of Exchanges at Goldman Sachs, Jung Min, co-COO of Global Technology, Media and Telecom (TMT) and co-head of TMT in Asia Pacific Ex-Japan in Goldman Sachs’ Investment Banking Division, explains the evolution of the gaming industry and why the sector is poised to become the next battleground for big tech. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Mars 202221min

Raising Capital: How Corporate Financing Strategies Are Evolving

Raising Capital: How Corporate Financing Strategies Are Evolving

In the latest episode of Exchanges at Goldman Sachs, Beth Hammack, Goldman Sachs’ co-head of the Global Financing Group in the Investment Banking Division, explains how tightening financial conditions and volatile markets are affecting companies’ ability to raise capital. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Mars 202218min

What the Russia-Ukraine Conflict Means for the Global Economy and Markets

What the Russia-Ukraine Conflict Means for the Global Economy and Markets

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Research, discuss the implications of the Russia-Ukraine conflict on global economies, equities and emerging markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Mars 202227min

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Feb 202225min

The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages

The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages

In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets.   Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Feb 202223min

What’s Ahead for the Housing Market

What’s Ahead for the Housing Market

In the latest episode of Exchanges at Goldman Sachs, Toll Brothers CEO and Chairman Doug Yearley and Terry Hagerty, Goldman Sachs’ co-head of Homebuilding and Building Products, discuss the outlook for the housing and home building market in 2022. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Feb 202223min

Piloting Through: Why Investors Should Stay the Course

Piloting Through: Why Investors Should Stay the Course

In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer for the Consumer and Wealth Management Division, discusses the investment themes outlined in ISG’s 14th annual investment outlook and explains why investors should continue to stay invested. Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Feb 202222min

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