Exchanges17 Nov 2016

Taxes, Trade and More in a Trump Presidency

As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the economic issues at the top of his agenda. Alec Phillips, Goldman Sachs Research's political economist in Washington, discusses where Trump can act on his own without Congress, why corporate tax changes are more likely than personal tax cuts in 2017, and how Trump may reshape the leadership of the Federal Reserve. This podcast was recorded on November 15, 2016. This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this podcast does not constitute research or a recommendation from any Goldman Sachs entity to the listener. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefor (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast are not necessarily those of Goldman Sachs, and Goldman Sachs is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Goldman Sachs to that listener, nor to constitute such person a client of any Goldman Sachs entity. Copyright 2016 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Innovation and Inflation: Twin Forces Reshaping Portfolios

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary envi...

13 Maj 20min

Cracks in Private Credit

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industr...

11 Maj 25min

Will AI Make Markets Less Efficient?

How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Management, explains the impact that AI is having in t...

6 Maj 18min

How Warsh Could Shape Fed Policy

How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dalla...

28 Apr 16min

Farallon Capital's Nicolas Giauque on Investing for the Long Term

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environ...

22 Apr 20min

Apollo's Jim Zelter on the Future of Private Credit

Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world...

16 Apr 37min

Why Aren’t Investors More Worried?

Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global markets. In discussion with Exchanges Host Allison Nathan,...

14 Apr 19min

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater threat. In this episode of Goldman Sachs Exchanges...

7 Apr 16min