Investing with Altimeter Capital’s Brad Gerstner
Exchanges17 Juni 2022

Investing with Altimeter Capital’s Brad Gerstner

Investors are facing one of the most challenging backdrops in recent years amid slowing economic growth, rising inflation, and geopolitical conflicts. In this special series, Exchanges at Goldman Sachs: Great Investors, we speak with the world’s most respected investors about their investing strategies, career trajectories, and their outlook on markets and the economy. In our most recent episode, Brad Gerstner, founder and CEO of Altimeter Capital, talks with Goldman Sachs’ Katie Koch, Chief Investment Officer of Public Equities in the Asset Management Division, about the tech downturn and the launch of Altimeter at the peak of the financial crisis. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Defining the Terms of Brexit

Defining the Terms of Brexit

As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it will strike with Brussels. Goldman Sachs' Chief Eur...

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Building Brands to Help People Live Better: Outdoor Voices and Tata Harper

Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sachs' David Solomon to discuss entrepreneurship and...

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Purpose-driven loans - for housing, education and automobiles - comprise most of the consumer credit market, with credit cards making up most of the rest. But the industry is undergoing a profound shi...

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The Evolution of the 'Long Good Buy'

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Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. Peter Oppenheimer, chief global equity strategist a...

27 Sep 201620min

Narrowing the Jobs Gap

Narrowing the Jobs Gap

Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets...

12 Sep 201628min

The Changing Media Landscape: Disrupting Distribution

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Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen and Dave Dase of the Investment Banking Division dis...

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Emission Control: The Expanding Low Carbon Economy

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Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN team, which focuses on identifying long-term indus...

12 Aug 201619min

Brick and Mortal: Retail's Hard Lessons from E-Commerce

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Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending with changing consumer habits, generational shifts a...

28 Juli 201617min

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