A Guide to Bubbles and Why We Are Not in One
Exchanges30 Mars 2021

A Guide to Bubbles and Why We Are Not in One

A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Peter Oppenheimer, chief global equity strategist, discusses how today’s strong equities performance may have elements that resemble a bubble, but looks at other factors that argue against that assessment. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Navigating the new geopolitical and technology landscape

Navigating the new geopolitical and technology landscape

In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, ...

28 Mars 202328min

What the banking turmoil means for investors’ portfolios

What the banking turmoil means for investors’ portfolios

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse mak...

22 Mars 202324min

The impact of bank failures on markets and the economy

The impact of bank failures on markets and the economy

The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exch...

15 Mars 202324min

How much higher can bond yields go?

How much higher can bond yields go?

Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode of Exchanges at Goldman Sachs, Rick Rieder, chief investment office...

7 Mars 202328min

How 3 retail CEOs are navigating today’s economic landscape

How 3 retail CEOs are navigating today’s economic landscape

How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Vishaal Rana, is join...

3 Mars 202331min

Is it time to invest in emerging markets?

Is it time to invest in emerging markets?

As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani...

28 Feb 202324min

Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance

Goldman Sachs CEO David Solomon on the economy, markets and the firm’s performance

In a special episode of the Exchanges at Goldman Sachs podcast, Goldman Sachs Chairman and CEO David Solomon shares his views on the macroeconomic environment — including his concern that inflation is...

24 Feb 202324min

Are we on the cusp of a generative AI revolution?

Are we on the cusp of a generative AI revolution?

As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episo...

21 Feb 202331min

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