How are “Carbonomics” Reshaping the Energy Industry?
To start the episode, Goldman Sachs' Oscar Ostlund talks through the five numbers he’s watching in markets, from China’s debt-to-GDP ratio to the Euro-USD exchange rate. Then, Michele Della Vigna of G...
10 Jan 202016min
What’s the Outlook for the US Stock Market in 2020?
David Kostin, chief US equity strategist for Goldman Sachs Research, discusses his team's forecasts for US stocks in the year ahead. But before that, Tony Pasquariello, global head of hedge fund cover...
6 Jan 202022min
Is Sustainable Finance the Next Big Commercial Opportunity?
In this episode, John Goldstein, head of Goldman Sachs’ Sustainable Finance Group, talks about the firm’s recent sustainability announcement to invest or finance $750 billion of capital over the next ...
15 Dec 201937min
What’s Ahead for Europe’s Economy in 2020?
In this episode, Jake Siewert sits down with Jari Stehn of Goldman Sachs Research to discuss his team’s outlook for Europe’s economy in 2020. “We think 2020 is going to be a better year for Europe tha...
9 Dec 201925min
Fiscal Focus
With monetary policy, conducted by central banks, nearly exhausted in the major economies and low interest rates globally, whether fiscal policy, conducted by governments, should play a greater role f...
2 Dec 201921min
How Are Healthcare CEOs Steering Through Uncertainty?
Healthcare CEOs in the US are “trying to set course in an otherwise unpredictable, highly uncertain world,” according to this episode’s guest, Marshall Smith, global head of Goldman Sachs’ healthcare ...
18 Nov 201925min
Why Startups Shouldn’t All Be Pitched As ‘Tech Companies’
The latest episode of Exchanges at Goldman Sachs was recorded at the firm’s recent 2019 Builders + Innovators Summit, which convened nearly one hundred entrepreneurs from various industries to share t...
30 Okt 201924min
Growth and Geopolitical Risk
The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring up. Some of these risks—like the US-China trade war—are feeding recessionary fea...
16 Okt 201919min
