Podcast Episodes

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater…

5 months, 2 weeks ago

AI Exchanges: Power Problems?

As the demand for AI-powered data centers continues to grow, Goldman Sachs Research’s Brian Singer explains the potential sources—and constraints—of …

5 months, 3 weeks ago

The Business Builder: New Mountain Capital's Steve Klinsky

Steve Klinsky, founder and CEO of New Mountain Capital, joins Goldman Sachs’ Alison Mass to discuss the macro landscape, his approach to building bus…

5 months, 3 weeks ago

Iran Conflict: How Long, and How Bad?

The Iran conflict has triggered the largest energy supply disruption in history with shipping traffic in the Strait of Hormuz nearly at a standstill …

5 months, 4 weeks ago

Private Credit Concerns in Context

Goldman Sachs’ Alex Blostein and Vivek Bantwal discuss the market sentiment, fundamentals, and the outlook for the private credit sector.

This episo…

6 months ago

Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership

Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chai…

6 months, 1 week ago

Emerging Markets: Stirred, But Not Yet Shaken

Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets.

This episode wa…

6 months, 1 week ago

Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility

Goldman Sachs International Co-CEOs Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe.

This episode was…

6 months, 1 week ago

Can Software Survive AI?

Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to st…

6 months, 2 weeks ago

Oil Market Impacts from Iran

Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could aff…

6 months, 3 weeks ago