Podcast Episodes
Back to SearchWeighing the GLP-1 Market
The newest generation of GLP-1 drugs are being hailed by some as “miracle drugs” for the treatment of obesity. But GLP-1s are expensive, insurance co…
2 years, 5 months ago
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Goldman Sachs Research’s US Chief Economist David Mericle explains why worries over overheating inflation are overblown and why the outlook for US ec…
2 years, 5 months ago
Global insurers turn to private credit — and AI
Where do the world’s largest investors see investment opportunities? Against a more constructive macroeconomic environment, insurers appear to be mor…
2 years, 5 months ago
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Capital Group’s Rob Lovelace discusses the firm’s distinct investment process and culture, how he’s thinking about macro trends, and his lessons for …
2 years, 6 months ago
Are the largest US stocks too dominant?
The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for an unusually large share of market c…
2 years, 6 months ago
Global transit & trade: in rough waters
Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particu…
2 years, 6 months ago
High mortgage rates, limited inventory continue to challenge the US housing market
High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs Research’s Roger Ashworth explai…
2 years, 6 months ago
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’ Global Mergers & …
2 years, 6 months ago
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns — a…
2 years, 7 months ago
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned at the University of…
2 years, 7 months ago