How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Exchanges26 Apr 2022

How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors

As COVID-19 lockdowns in China threaten to further upend supply chains and the global economy, investors are reevaluating their exposure to China. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Kinger Lau, chief equity strategist in Macro Research, and Hui Shan, Goldman Sachs’ chief China economist, discuss the outlook for China’s economy and the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Race to Zero: How Companies Are Deploying Decarbonization Strategies

Race to Zero: How Companies Are Deploying Decarbonization Strategies

As companies look to reduce their carbon footprints, decarbonization strategies are taking center stage. Goldman Sachs’ John Greenwood and Cindy Quan discuss the efforts by corporations to reach their net-zero goals. Learn more about your ad choices. Visit megaphone.fm/adchoices

13 Juli 202129min

‘Bidenomics’: Evolution or Revolution?

‘Bidenomics’: Evolution or Revolution?

Does President Biden’s economic agenda represent a new progressive era in the U.S.? Goldman Sachs Research’s Allison Nathan discusses how big of a shift in U.S. economic policy Bidenomics truly represents and the implications for the economy with David Brady, professor at the Stanford Graduate School of Business; Jason Furman, professor at the Harvard Kennedy School; and Dean Baker, co-founder of the Center for Economic Policy Research.  Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Juli 202130min

The Global Chip Shortage: Impact, Outlook and Recovery

The Global Chip Shortage: Impact, Outlook and Recovery

Goldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and supply chains.   Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Juni 202119min

The European Recovery: Here to Stay?

The European Recovery: Here to Stay?

The economic outlook for Europe appears to be brightening, but how sustainable is the recovery? Goldman Sachs’ Allison Nathan speaks with Jari Stehn, chief European economist for Goldman Sachs Research, and Richard Privorotsky, manager of European Cash Equities trading in the Global Markets Group, on the prospects for the region’s long-term recovery and how the markets—and investors—are positioned. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Juni 202124min

From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic

From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic

How did women entrepreneurs fare during the pandemic? Goldman Sachs’ Asahi Pompey, Global Head of Corporate Engagement, and Candice Tse, U.S. Head of Market Strategy in Goldman Sachs Asset Management’s Strategic Advisory Solutions team, discuss the findings from a new report on this topic in Exchanges at Goldman Sachs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Juni 202129min

Industrials Influx: What’s Fueling Record Activity Levels?

Industrials Influx: What’s Fueling Record Activity Levels?

The industrials sector—historically comprised of mature businesses without as much need for near-term growth capital—has seen robust IPO activity so far in 2021, with no signs of slowing down. Matt McClure, co-head of the Investment Banking Division’s global industrials group, explains what’s driving the activity and how clients are thinking about accessing the public markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Juni 202116min

Crypto: A New Asset Class?

Crypto: A New Asset Class?

Should cryptocurrencies be considered an institutional asset class? That’s the question Goldman Sachs’ Allison Nathan explores on this episode of Exchanges at Goldman Sachs in conversations with Galaxy Digital’s Michael Novogratz, NYU’s Nouriel Roubini and Goldman Sachs’ Mathew McDermott.  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Juni 202126min

What’s Ahead for Inflation?

What’s Ahead for Inflation?

Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from the Global Markets Division looks at market implications on this episode of Exchanges at Goldman Sachs.  Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Maj 202121min

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