Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implications for markets, yields, and fiscal deficits. And i...
30 Apr 202423min
Weighing the GLP-1 Market
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance coverage is limited, and not everyone with obesity ca...
23 Apr 202424min
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US economic growth remains relatively strong. And if you...
16 Apr 202422min
Global insurers turn to private credit — and AI
Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be more willing to take on risk in their portfolios. Gold...
9 Apr 202419min
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for leadership. Lovelace, whose grandfather Jonathan Be...
2 Apr 202442min
Are the largest US stocks too dominant?
The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market capitalization. While it’s making some investors une...
26 Mars 202419min
Global transit & trade: in rough waters
Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is bas...
19 Mars 202432min
High mortgage rates, limited inventory continue to challenge the US housing market
High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explains the supply-and-demand dynamics that are shaping ...
12 Mars 202421min
