2024: the year of elections
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
Investing in a post-modern ‘super cycle’
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
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
In the final episode of our four-part special series, we look at how infrastructure and the built environment will change cars as evolve into zero-emission places we can sleep, watch TV, and work. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Feb 202428min
The Future of Four Wheels: Episode 3, The New New-Car Business
In the third episode of our four-part special series, we delve into the ways carmakers new and old have to think about raising capital, corporate structure, and vertical integration. Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Jan 202434min
The Future of Four Wheels: Episode 2, Building the Car of the Future
In the second episode of our four-part special series, we go deep into how the production of the car is changing, from new manufacturing methods to the critical role batteries play to the vital importance of new metals like cobalt, lithium, and manganese. Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Jan 202429min
The Future of Four Wheels: Episode 1, The Twin Revolution
In the first episode of our four-part special series, we take a close look at the two fundamental changes that are upending the auto industry: electrification and autonomy. Both rely on a complete rethinking of how cars are designed, engineered, and built. Those changes, in turn, require massive shifts in supply chains, labor pipelines, and corporate organization. Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Jan 202426min
Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities
Goldman Sachs Chairman and CEO David Solomon shares his view on the global economy, what’s top of mind for business leaders, and why he believes inflation still has the potential to be “stickier” than the market expects. Learn more about your ad choices. Visit megaphone.fm/adchoices
23 Jan 202419min
America Powers On: Why US equities are still poised to outperform in 2024
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of GS Wealth Management, shares ISG’s 2024 outlook, America Powers On, and her recommendations for clients in the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Jan 202422min
