Corporate credit concerns
Higher interest rates are making it more expensive for companies to borrow money. So what could that mean for the health of corporate America? Saba Capital Management’s Boaz Weinstein, founder and CIO...
15 Aug 202322min
Germany: a country at the crossroads
Germany slipped into a technical recession earlier this year as the country struggles with a weaker manufacturing sector, high inflation and a war on its doorsteps. In this episode, Wolfgang Fink, CEO...
8 Aug 202323min
Why the U.K.’s high inflation has global implications
More than any other advanced economy, the U.K. has been squeezed by sharply higher prices, but new data shows that inflation may be starting to fall. In this episode, Goldman Sachs Research’s Jari Ste...
1 Aug 202325min
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
Since Luke Ellis took the helm as CEO of Man Group, a global active investment management firm with a significant hedge fund offering, the firm’s assets under management have almost doubled to around ...
25 Juli 202340min
What’s next for China’s economy?
China's emergence from Covid lockdowns was expected to boost the global economy. But a string of disappointing data is giving investors, policymakers and market watchers a new reason to worry. Goldman...
21 Juli 202322min
Generative AI: hype, or truly transformative?
Investor interest in generative AI technology has surged. But is the hype and market pricing around the technology warranted? In this episode of Goldman Sachs Exchanges, Conviction’s Sarah Guo, NYU’s ...
18 Juli 202323min
Why 'everything aligns' for Japanese stocks
Goldman Sachs Research’s Bruce Kirk, chief Japan equity strategist, explains the drivers behind the rally in Japan’s equity market and the state of the country’s economy. Learn more about your ad cho...
11 Juli 202316min
Why global equities are poised for “fat and flat” returns
Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head o...
3 Juli 202324min
