What Trump’s policies could mean for the Fed
Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on w...
12 Nov 202418min
What Trump’s win means for markets and portfolios
The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mue...
7 Nov 202422min
How Clearlake Capital’s José E. Feliciano is finding value across private markets
Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more in...
4 Nov 202441min
What will the US presidential election mean for the economy?
How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic poli...
29 Okt 202416min
Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing
Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs’ Michael Brandmeyer...
22 Okt 202432min
More gains ahead for US stocks?
The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan H...
15 Okt 202419min
How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour
Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape. To hear from more Great I...
10 Okt 202449min
Why oil and gold prices could keep rising
Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of c...
8 Okt 202417min
