Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook?...
18 Mars 202515min
How tariffs will impact the US economy
Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn...
11 Mars 202519min
Trump’s tariffs: Big talk or big action?
Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new...
4 Mars 202517min
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic bac...
28 Feb 202533min
Macro questions and market strength
How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior a...
18 Feb 202525min
Tariffs: What’s ahead and why it matters
Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tari...
13 Feb 202524min
AI Exchanges: Will falling costs drive new opportunities?
The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podc...
4 Feb 202521min
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit
Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldm...
29 Jan 202520min
