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Investing in Sports: Building A Better Fan Experience
In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan exp…
1 year, 9 months ago
Should investors worry about market concentration?
The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’…
1 year, 9 months ago
How AI could impact geopolitics
The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen,…
1 year, 10 months ago
Investing in Sports: A New Media Model
Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted.…
1 year, 10 months ago
2025 outlook: Will tailwinds trump tariffs?
As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election…
1 year, 10 months ago
Investing in Sports: The Next Trillion Dollar Market?
The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media…
1 year, 10 months ago
What Trump’s policies could mean for the Fed
Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay bet…
1 year, 10 months ago
What Trump’s win means for markets and portfolios
The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply …
1 year, 10 months ago
How Clearlake Capital’s José E. Feliciano is finding value across private markets
Clearlake Capital’s Co-Founder and Managing Partner José E. Feliciano discusses the firm’s flexible approach to investing in the private markets, art…
1 year, 10 months ago
What will the US presidential election mean for the economy?
How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and …
1 year, 11 months ago