Exchanges
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Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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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...
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 p...
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 busi...
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 a...
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.
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 Chair...
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.
Thi...
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...
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 sta...
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 affe...
Why Japanese Stocks Could Keep Rallying
Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign...
The New AI Trades
Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher.
...
Fundamentals Still Matter: Lone Pine’s David Craver
David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors...
‘Affordability’: Consumer Concerns and Government Proposals
What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economis...
Implications of an “Americas First” Foreign Policy
What could more assertive US foreign policy in the Western Hemisphere — driven by the so-called “Donroe Doctrine”— mean for the global order? Hal Bran...
Will US Stocks Outperform in 2026?
Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s in...
Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward.
This episode was recorded on January 20th,...
Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation
In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan...
Goldman Sachs Exchanges: Outlook 2026 Episode 2: Regional Perspectives
In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn discus...
Goldman Sachs Exchanges: Outlook 2026 Episode 1: The Big Picture
In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends s...
Oil Market Impacts from Venezuela
Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and commod...
Looking for Trends: One River Asset Management’s Eric Peters
Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the fu...
‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportun...
The US-China Tech Race
Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Str...
From Assets to Alpha: David Kostin on US Equities
Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin,...
What’s Driving the Surge in Deal-Making?
Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wa...
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of
Goldman Sachs, di...
Are AI Bubble Concerns Warranted or Overblown?
AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosy...
China's Economy: Reasons for Optimism
As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research...
Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff
Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across dif...
Gold, Oil, and Rare Earths: Commodities on the Move
With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these...
‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha
What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, an...
Making Sense of Weak Job Growth Alongside Solid GDP Growth
Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a s...
‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter
In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner at Bessemer Venture Partners, discusses the venture capital...
The Rise of Secondaries: Unlocking Liquidity in Private Markets
Once a niche segment, the private equity secondaries market
has seen substantial growth and is reshaping the broader alternative asset landscape...
The Shutdown’s Economic Impact
How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief...
AI Exchanges: The Role of Data
Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling...
How Reliable is Economic Data?
Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commi...
The Healthcare Outlook: Macro Challenges and Biotech Innovations
While the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Un...
The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform
Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career traject...