Episodios

  • How AI, tariffs, and the energy transition are reshaping infrastructure investing

    How AI, tariffs, and the energy transition are reshaping infrastructure investing
    May 27 2025
    AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 m
  • A world of opportunity: Rob Citrone’s best ideas

    A world of opportunity: Rob Citrone’s best ideas
    May 22 2025
    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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    22 m
  • Is Fed independence at risk?

    Is Fed independence at risk?
    May 20 2025
    In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode explores the latest Top of Mind report. This episode was recorded on April 30, May 6, and May 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 m
  • Equity risks and alts opportunities

    Equity risks and alts opportunities
    May 13 2025
    US stocks rebound post-tariff announcements, but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors. This episode was recorded on May 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
  • From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager

    From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
    May 9 2025
    Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 m
  • AI Exchanges: How tech giants are navigating the AI landscape

    AI Exchanges: How tech giants are navigating the AI landscape
    May 7 2025
    US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist at Goldman Sachs Research, and George Lee, co-head of the Goldman Sachs Global Institute, to discuss the implications for investors. This podcast was recorded on May 2, 2025. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 m
  • Stagflation and the Fed's next move

    Stagflation and the Fed's next move
    May 2 2025
    As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and stickier prices. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 m
  • 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
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