Revenge of the Meme Stocks
Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Juli 13min
Are Investors Complacent?
Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Juli 34min
AI Exchanges: Where Will the Power Come From?
The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI. For more, read "Powering the AI Era." This episode was recorded on July 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
16 Juli 22min
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Juli 17min
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Juli 20min
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in the second half of 2025. This episode was recorded on June 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
23 Juni 25min
Is a US fiscal crisis ahead?
Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Juni 20min
How to win: Steve Cohen on markets and the Mets
What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Symposium. This episode was recorded on June 4th, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Juni 22min
