Podcast Episodes
Back to SearchWill Fed policy trigger a US recession?
Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fal…
2 years ago
Women in the workforce: Analyzing the gains and gaps
Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future p…
2 years, 1 month ago
How a popular trade collapsed — and why it matters
The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Fo…
2 years, 1 month ago
Why recession fears are likely overblown
Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns…
2 years, 1 month ago
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on G…
2 years, 1 month ago
Can the US consumer stay strong?
The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist…
2 years, 2 months ago
Private credit investing with Ares Management’s Mike Arougheti
Ares Management’s Co-founder, CEO, and President Mike Arougheti shares his outlook for the economy and private markets, his evolution as a leader, an…
2 years, 2 months ago
A skeptical look at AI investment
Tech giants and beyond are set to spend an estimated $1 trillion on AI capex in coming years. Will this investment pay off? And if it doesn’t, what d…
2 years, 2 months ago
Oil’s extended reign? Adapting to a new era in oil markets
Rising incomes and slowing electric vehicles sales are slowing the world’s transition away from oil. Goldman Sachs Research’s Daan Struyven and Nikhi…
2 years, 2 months ago
Taking stock: Can the US rally continue?
Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for t…
2 years, 2 months ago