Uncharted territory: Navigating a ‘geopolitical recession’
Exchanges3 Jan 2024

Uncharted territory: Navigating a ‘geopolitical recession’

Against a backdrop of tense US-China relations and the ongoing conflicts in the Middle East and Ukraine, Washington and Wall Street are increasingly worried about the same thing: geopolitics. In this episode, Jared Cohen, president of Global Affairs at Goldman Sachs, and Ian Bremmer, president and founder of Eurasia Group and GZERO Media, explore the ways in which geopolitics are affecting the global balance of power, the global credibility gap, and what that means for companies and investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Markets Update: Cryptocurrency Trading

Markets Update: Cryptocurrency Trading

Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutional investors.  Learn more about your ad choices. Vi...

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The Short and Long of Recent Volatility

The Short and Long of Recent Volatility

The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caus...

3 Mars 202126min

How Healthcare CIOs Are Investing Capital Through a Public Health Crisis

How Healthcare CIOs Are Investing Capital Through a Public Health Crisis

Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofit h...

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How Small Businesses Are Faring Entering Year Two of the Pandemic

How Small Businesses Are Faring Entering Year Two of the Pandemic

To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Small Businesses participants who answered questions a...

26 Feb 202127min

Digital Transformation and the Future of Software

Digital Transformation and the Future of Software

Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead.  Learn more abou...

23 Feb 202116min

Markets Update: Inflation and Equities

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Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection p...

19 Feb 202114min

Big, Bold, Strategic Moves: The 2021 M&A Outlook

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Stephan Feldgoise and Mark Sorrell, co-heads of global mergers & acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers behind historic levels of M&A activity, their posit...

16 Feb 202113min

The Outlook for Airlines in 2021

The Outlook for Airlines in 2021

Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand in the second half of the year.  Learn more about y...

12 Feb 202112min

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