The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Goldman Sachs Research’s Chris Shibutani and Jason English explain the business and investor implications of the latest anti-obesity medications and their ripple effects in the healthcare industry and...
7 Nov 202326min
Impactive Capital’s private equity approach to ESG-oriented activism
Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-...
3 Nov 202334min
Is US outperformance at a turning point?
The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains unchallenged. But can this run continue? In this episode of Goldman Sachs ...
1 Nov 202325min
Unlocking the AI M&A Supercycle
The rapid rise in adoption of generative AI is spurring companies of all sizes to rethink their strategic plans for growth. Goldman Sachs Investment Banking’s Jung Min and Matt Lucas explain how gen A...
24 Okt 202323min
Commercial real estate risks
US commercial real estate has been hit by the surge in interest rates and a pullback in lending from regional banks. Scott Rechler, chairman and CEO of real estate investment firm RXR, and Stijn Van N...
17 Okt 202324min
Implications of a higher-for-longer rate regime
Global bond yields have moved sharply higher in recent weeks, setting the stage for a higher-for-longer rate regime. Goldman Sachs Research’s Praveen Korapaty, chief interest rates strategist, and Glo...
11 Okt 202325min
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage
General Catalyst CEO Hemant Taneja shares his insights on the venture capital landscape, society’s digital transformation, and the firm’s mission-based approach to investing in the latest episode of G...
6 Okt 202342min
Why most Americans aren’t saving enough for retirement
An improving economic backdrop is helping to bolster retirement savings but Americans are facing a raft of financial challenges. A retirement plan and recent legislation can help manage the competing ...
3 Okt 202323min
