Podcast Episodes
Back to SearchLarge-cap investing with Jennison Associates’ Kathleen McCarragher
Long-time large-cap growth manager Kathleen McCarragher of Jennison Associates speaks with Goldman Sachs’ Betsy Gorton about investing through multip…
2 years, 3 months ago
Why the French and UK elections matter for investors
As two of Europe's three largest economies head to the polls, what are markets telling us about the political landscape? Goldman Sachs Research's Sha…
2 years, 3 months ago
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Goldman Sachs’ Christian Mueller-Glissmann and Alexandra Wilson-Elizondo discuss their outlooks for asset classes and portfolios heading into the sec…
2 years, 3 months ago
Power surge: AI, renewable energy, and the future of electricity
The demand for power, driven in part by the rise of generative artificial intelligence, is set to grow to levels not seen in a generation. Goldman Sa…
2 years, 3 months ago
Central bank divergence: Why it's happening and why it matters
The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shapi…
2 years, 4 months ago
Can private equity bounce back?
On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and oppor…
2 years, 4 months ago
Is China’s rebound for real?
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman S…
2 years, 4 months ago
How AI, the energy transition, and the future of work are shaping impact investing
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Gol…
2 years, 4 months ago
Is the UK economy finally turning the corner?
Goldman Sachs Research's Jari Stehn joins Charlotte Keenan of the firm's Office of Corporate Engagement to discuss the UK economy’s unique economic c…
2 years, 4 months ago
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Recent weakness in US Treasury bond auctions have become a focal point for markets. Goldman Sachs’ Jonny Fine and Alec Phillips discuss the implicati…
2 years, 5 months ago