Podcast Episodes
Back to SearchCommodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape…
1 year, 2 months ago
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and c…
1 year, 3 months ago
Is a US fiscal crisis ahead?
Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenne…
1 year, 3 months ago
How to win: Steve Cohen on markets and the Mets
What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamo…
1 year, 3 months ago
A German economic revival?
Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impa…
1 year, 3 months ago
How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief …
1 year, 3 months ago
Will legal challenges end the trade war?
A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – a…
1 year, 3 months ago
How AI, tariffs, and the energy transition are reshaping infrastructure investing
AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infra…
1 year, 4 months ago
A world of opportunity: Rob Citrone’s best ideas
Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short position…
1 year, 4 months ago
Is Fed independence at risk?
In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether th…
1 year, 4 months ago