Top of Mind: Dissecting the Market Disconnect
For this special episode of Exchanges, we’re running our newest podcast, Top of Mind at Goldman Sachs. Hosted by Allison Nathan, a senior strategist in Goldman Sachs Research, Top of Mind examines the...
22 Aug 201922min
Central Bank Independence
The US Federal Reserve’s sharp pivot toward easing amid substantial White House pressure has raised concerns about central bank independence, as have developments in other advanced and emerging market...
13 Aug 201924min
Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?
The next 10 years of mobility will bring more change in the way that people and products move than any decade since the invention of the automobile, Goldman Sachs Research’s Heath Terry explains in th...
25 Juli 201923min
Dissecting the Market Disconnect
With the US expansion now the longest on record and no shortage of risks on the horizon, growth uncertainty is Top of Mind. This uncertainty has been at the heart of the dovish pivot from central bank...
16 Juli 201921min
Where Are Retailers Looking For Growth?
In this episode, Jennifer Davis, head of retail investment banking for Goldman Sachs, explains how retailers are expanding their growth strategies against a backdrop of continued e-commerce growth and...
3 Juli 201923min
Does Human Behavior Move the Markets?
Although financial markets tend to be explained largely in quantitative terms, human behavior still plays a major role in driving price action, says Sheba Jafari, head of technical analysis for Goldma...
26 Juni 201917min
What is Alternative Risk Premia and Why are Investors Excited About It?
While systematic investing has origins in academia dating back to the 1950s, only in the past several years has it evolved into practical applications for portfolio construction. In this episode, Heat...
10 Juni 201937min
Trade Wars 3.0
The prospect of a larger and longer trade war has increased as US-China trade negotiations have taken a turn for the worse and President Trump has opened up trade battles on new fronts. Allison Nathan...
7 Juni 201919min
