Episodios

  • How AI and geopolitics are reshaping cybersecurity

    How AI and geopolitics are reshaping cybersecurity
    Apr 29 2025
    The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Goldman Sachs’ investment banking business, explains the drivers behind activity and the innovation in the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 m
  • How insurers are navigating volatile markets

    How insurers are navigating volatile markets
    Apr 25 2025
    As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Matt Armas, who share findings from their 14th annual Global Insurance Survey, discuss how insurers are adapting to economic challenges and opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
  • Will tariffs lead to a recession?

    Will tariffs lead to a recession?
    Apr 23 2025
    The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman Sachs Research’s Jan Hatzius, and American Compass’ Oren Cass speak with Goldman Sachs Research’s Allison Nathan about the implications of the radical shifts in tariff policies for the US economy. This episode explores the latest Top of Mind report. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 m
  • Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

    Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment
    Apr 21 2025
    On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic focus on diversification, and where he sees the next big investment opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    38 m
  • The case for private credit

    The case for private credit
    Apr 15 2025
    How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the risks and opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 m
  • The recession question

    The recession question
    Apr 11 2025
    Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 m
  • Recession watch: How to hedge now

    Recession watch: How to hedge now
    Apr 9 2025
    Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges. This episode was recorded on April 8, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
  • Bain Capital’s David Gross on global opportunities and private equity’s evolution

    Bain Capital’s David Gross on global opportunities and private equity’s evolution
    Apr 1 2025
    In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    36 m
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