Higher Rates Unlikely to Derail the US Housing Market Strength
Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US economy, and why he expects house price appreciation to...
12 Mars 202111min
How Hedge Funds are Navigating a Volatile Market
Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and the current sentiment among fund managers and alloc...
9 Mars 202116min
Markets Update: Cryptocurrency Trading
Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutional investors. Learn more about your ad choices. Vi...
5 Mars 20219min
The Short and Long of Recent Volatility
The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of these stocks again on the rise, we ask what factors caus...
3 Mars 202126min
How Healthcare CIOs Are Investing Capital Through a Public Health Crisis
Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual healthcare diagnostic, which surveys CIOs of nonprofit h...
2 Mars 202126min
How Small Businesses Are Faring Entering Year Two of the Pandemic
To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Small Businesses participants who answered questions a...
26 Feb 202127min
Digital Transformation and the Future of Software
Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead. Learn more abou...
23 Feb 202116min
Markets Update: Inflation and Equities
Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy support in this cycle suggests a possible inflection p...
19 Feb 202114min
