A world of opportunity: Rob Citrone’s best ideas
Exchanges22 Maj 2025

A world of opportunity: Rob Citrone’s best ideas

Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

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China's Transition and the Outlook for Asia

China's Transition and the Outlook for Asia

Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transition to a consumer-driven economy means for markets ...

20 Okt 201526min

Cars 2025 - What Will Drive You?

Cars 2025 - What Will Drive You?

Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, including widespread Internet connectivity, the ado...

12 Okt 201522min

Flat is the New Up

Flat is the New Up

David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an ''extraordinary run," and why the decline in energy prices will have import...

9 Okt 201527min

Separating Signals from Noise - Perspectives on the Future of Investing

Separating Signals from Noise - Perspectives on the Future of Investing

Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and passive investors, and the greatest challenge for i...

29 Sep 201524min

Oil: Lower for Even Longer

Oil: Lower for Even Longer

Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will continue to hold down oil prices, and the feedbac...

17 Sep 201523min

Small Business in the Big Easy: Powering an Economic Revival

Small Business in the Big Easy: Powering an Economic Revival

Dina Powell, head of Goldman Sachs' Impact Investing business and president of the Goldman Sachs Foundation, discusses how investing in the New Orleans small business community has helped to revitaliz...

26 Aug 201518min

Brittle Markets: The Risks from Falling Liquidity

Brittle Markets: The Risks from Falling Liquidity

Steve Strongin, head of the Global Investment Research (GIR) Division, and Charlie Himmelberg, GIR's co-head of Global Markets Research and global head of Credit and Mortgage Strategy Research, discus...

19 Aug 201525min

The Future of Finance

The Future of Finance

Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are opening the door for a new and expanding class of compe...

30 Juli 201529min

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