Private credit investing with Ares Management’s Mike Arougheti

Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, Admiral James Stavridis and DHL Group's CEO Tobias Meyer discuss the factors driving maritime risks today and the threats to global trade.  Learn more about your ad choices. Visit megaphone.fm/adchoices

19 Mars 202432min

High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping the US housing market and the outlook for 2024. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Mars 202421min

Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & Acquisitions business, and Vishaal Rana, a managing director in the Cross Markets Consumer Retail Group, who discuss the deal-making landscape and the challenges facing investors and consumers. Ingrassia and Rana also join Ted Decker, chairman, CEO, and president of The Home Depot, and Dave Kimbell, the CEO of Ulta Beauty, on a panel held at the annual Retail Industry Leaders Association CEO Forum, to discuss the industry’s challenges and opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Mars 202437min

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. Goldman Sachs’ Teresa Mattamouros explains the implications for investors on the latest episode of Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Feb 202423min

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 name – to the world of asset management.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Feb 202435min

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 have muted the likelihood of large prices spikes.   Learn more about your ad choices. Visit megaphone.fm/adchoices

21 Feb 202421min

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 Relations, and Timothy Garton Ash, professor of European Studies at the University of Oxford, explain the implications of key elections around the world. The episode breaks down 2024 elections that is the topic of Goldman Sachs Research’s latest Top of Mind report. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Feb 202425min

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 Sachs Research’s Peter Oppenheimer, chief global equity strategist, and head of macro research in Europe. In this episode, Oppenheimer explains the factors driving what he sees as the current post-modern super cycle, the investment implications, and findings from his latest book, Any Happy Returns: Structural Changes and Super Cycles in Market.  Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Feb 202423min