What investors expect from Trump
Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing. L...
9 Dec 202420min
Investing in Sports: Building A Better Fan Experience
In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports I...
6 Dec 202431min
Should investors worry about market concentration?
The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owe...
3 Dec 202420min
How AI could impact geopolitics
The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Gol...
26 Nov 202417min
Investing in Sports: A New Media Model
Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the...
22 Nov 202427min
2025 outlook: Will tailwinds trump tariffs?
As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congre...
20 Nov 202430min
Investing in Sports: The Next Trillion Dollar Market?
The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adj...
15 Nov 202437min
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
