Podcast Episodes

The AI Investment Boom: When Will It Pay Off?

The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buy…

3 months, 3 weeks ago

‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy

Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors.

This episode was recorded on A…

4 months ago

Can the Asia Equity Rally Continue?

The equity story across Asia has split into two very different paths this year, with North Asian markets pulling ahead on the strength of the artific…

4 months ago

Innovation and Inflation: Twin Forces Reshaping Portfolios

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alo…

4 months, 1 week ago

Pressures in Private Credit

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns a…

4 months, 2 weeks ago

Will AI Make Markets Less Efficient?

How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Man…

4 months, 2 weeks ago

How Warsh Could Shape Fed Policy

How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, …

4 months, 4 weeks ago

Farallon Capital's Nicolas Giauque on Investing for the Long Term

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he se…

5 months ago

Apollo's Jim Zelter on the Future of Private Credit

Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he…

5 months, 1 week ago

Why Aren’t Investors More Worried?

Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global markets…

5 months, 1 week ago