Changes at the Top: Spinoffs, Separations and Restructurings
Exchanges19 Apr 2022

Changes at the Top: Spinoffs, Separations and Restructurings

Against a challenging macroeconomic backdrop, a growing number of companies are turning to spinoffs, separations and carve-outs in an effort to create value for shareholders. In the latest episode of Exchanges at Goldman Sachs, Ben Snider, senior strategist on the U.S. Portfolio Strategy macro team in Goldman Sachs Research, and David Dubner, global head of M&A Structuring in the Investment Banking Division, explain why an increased focus on corporate margins is leading to a change in restructuring strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Investing in Sports: The Next Trillion Dollar Market?

Investing in Sports: The Next Trillion Dollar Market?

The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adj...

15 Nov 202437min

What Trump’s policies could mean for the Fed

What Trump’s policies could mean for the Fed

Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on w...

12 Nov 202418min

What Trump’s win means for markets and portfolios

What Trump’s win means for markets and portfolios

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mue...

7 Nov 202422min

How Clearlake Capital’s José E. Feliciano is finding value across private markets

How Clearlake Capital’s José E. Feliciano is finding value across private markets

Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more in...

4 Nov 202441min

What will the US presidential election mean for the economy?

What will the US presidential election mean for the economy?

How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic poli...

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Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing

Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing

Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs’ Michael Brandmeyer...

22 Okt 202432min

More gains ahead for US stocks?

More gains ahead for US stocks?

The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research’s David Kostin and Ryan H...

15 Okt 202419min

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape. To hear from more Great I...

10 Okt 202449min

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