Podcast Episodes
Back to SearchAn inside look at family offices’ investing strategies
Family offices have long managed the financial affairs of the world's wealthiest families. In this episode, Meena Flynn and Sara Naison-Tarajano from…
3 years, 3 months ago
The Markets: Why the AI-driven tech rally has legs
Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcas…
3 years, 3 months ago
How countries and companies are reshaping their supply chains
How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific econo…
3 years, 3 months ago
The Markets: What’s next for U.S. Treasuries
Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performanc…
3 years, 4 months ago
Daunting debt limit dynamics
In this episode, Stephen Kaplan, associate professor at George Washington University, Alec Phillips, Goldman Sachs Research’s chief political economi…
3 years, 4 months ago
The Markets: Are markets pricing in the potential of a default?
Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice…
3 years, 4 months ago
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
Oil and commodity prices have fallen this year amid unprecedented declines in inventories. But this “great de-stocking” could also pave the way for s…
3 years, 4 months ago
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio managem…
3 years, 4 months ago
Investing during times of market stress
In this episode, Goldman Sachs Research’s Christian Mueller-Glissmann, who heads asset allocation research within portfolio strategy, explains how re…
3 years, 4 months ago
The Markets: Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in G…
3 years, 4 months ago