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Exchanges

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Goldman Sachs

In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

#590

The US-China Tech Race

Is the US or China winning the tech race, and what factors will determine the outcome? Mar... more

10 Dec 2025

27 MINS

27:29

10 Dec 2025

#589

From Assets to Alpha: David Kostin on US Equities

Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the A... more

04 Dec 2025

27 MINS

27:26

04 Dec 2025

#588

What’s Driving the Surge in Deal-Making?

Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, dea... more

24 Nov 2025

16 MINS

16:36

24 Nov 2025

#587

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... more

18 Nov 2025

19 MINS

19:54

18 Nov 2025

#586

Are AI Bubble Concerns Warranted or Overblown?

AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massi... more

11 Nov 2025

14 MINS

14:16

11 Nov 2025

#585

China's Economy: Reasons for Optimism

As the US and China navigate trade tensions, what's the outlook for China's economic growt... more

05 Nov 2025

18 MINS

18:27

05 Nov 2025

#584

Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff

Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses... more

31 Oct 2025

39 MINS

39:13

31 Oct 2025

#583

Gold, Oil, and Rare Earths: Commodities on the Move

With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research... more

28 Oct 2025

12 MINS

12:58

28 Oct 2025

#582

‘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 a... more

24 Oct 2025

33 MINS

33:27

24 Oct 2025

#581

Making Sense of Weak Job Growth Alongside Solid GDP Growth

Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the... more

22 Oct 2025

19 MINS

19:13

22 Oct 2025

#580

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner... more

17 Oct 2025

31 MINS

31:42

17 Oct 2025

#579

The Rise of Secondaries: Unlocking Liquidity in Private Markets

Once a niche segment, the private equity secondaries market has seen substantial growth an... more

14 Oct 2025

18 MINS

18:07

14 Oct 2025

#578

The Shutdown’s Economic Impact

How long could the US government shutdown last — and what will that ultimately mean for th... more

08 Oct 2025

19 MINS

19:17

08 Oct 2025

#577

AI Exchanges: The Role of Data

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, ... more

30 Sep 2025

17 MINS

17:27

30 Sep 2025

#576

How Reliable is Economic Data?

Are concerns about the quality and reliability of economic data — as well as its vulnerabi... more

25 Sep 2025

26 MINS

26:19

25 Sep 2025

#575

The Healthcare Outlook: Macro Challenges and Biotech Innovations

While the healthcare sector has lagged behind the broader markets, there are pockets of in... more

18 Sep 2025

28 MINS

28:18

18 Sep 2025

#574

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 ... more

09 Sep 2025

23 MINS

23:39

09 Sep 2025

#573

After a Summer of Stablecoins, What’s Next?

In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s ... more

02 Sep 2025

23 MINS

23:13

02 Sep 2025

#572

Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-fo... more

19 Aug 2025

45 MINS

45:30

19 Aug 2025

#571

Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing

Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolutio... more

12 Aug 2025

39 MINS

39:06

12 Aug 2025

#570

Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies

As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing dire... more

07 Aug 2025

51 MINS

51:00

07 Aug 2025

#569

AI Exchanges: AI’s Impact on Employment

One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sach... more

05 Aug 2025

23 MINS

23:37

05 Aug 2025

#568

Revenge of the Meme Stocks

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in mem... more

29 Jul 2025

13 MINS

13:19

29 Jul 2025

#567

Are Investors Complacent?

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. G... more

22 Jul 2025

34 MINS

34:12

22 Jul 2025

#566

AI Exchanges: Where Will the Power Come From?

The AI boom is creating unprecedented demand for power. So where will this power come from... more

16 Jul 2025

22 MINS

22:28

16 Jul 2025

#565

The Surprising Implications of an Aging Population

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co... more

08 Jul 2025

17 MINS

17:15

08 Jul 2025

#564

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff ... more

01 Jul 2025

20 MINS

20:54

01 Jul 2025

#563

Mid-year outlook: diversify and hedge

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman S... more

23 Jun 2025

25 MINS

25:49

23 Jun 2025

#562

Is a US fiscal crisis ahead?

Concerns about the fiscal trajectory of the US are nothing new. But is this time different... more

18 Jun 2025

20 MINS

20:16

18 Jun 2025

#561

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 –... more

12 Jun 2025

22 MINS

22:20

12 Jun 2025

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#590

The US-China Tech Race

#589

From Assets to Alpha: David Kostin on US Equities

#588

What’s Driving the Surge in Deal-Making?

#587

The Fed's Tightrope: Inflation, Labor, and the Path Ahead

#586

Are AI Bubble Concerns Warranted or Overblown?

#585

China's Economy: Reasons for Optimism

#584

Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff

#583

Gold, Oil, and Rare Earths: Commodities on the Move

#582

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

#581

Making Sense of Weak Job Growth Alongside Solid GDP Growth

#580

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

#579

The Rise of Secondaries: Unlocking Liquidity in Private Markets

#578

The Shutdown’s Economic Impact

#577

AI Exchanges: The Role of Data

#576

How Reliable is Economic Data?

#575

The Healthcare Outlook: Macro Challenges and Biotech Innovations

#574

The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform

#573

After a Summer of Stablecoins, What’s Next?

#572

Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets

#571

Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing

#570

Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies

#569

AI Exchanges: AI’s Impact on Employment

#568

Revenge of the Meme Stocks

#567

Are Investors Complacent?

#566

AI Exchanges: Where Will the Power Come From?

#565

The Surprising Implications of an Aging Population

#564

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

#563

Mid-year outlook: diversify and hedge

#562

Is a US fiscal crisis ahead?

#561

How to win: Steve Cohen on markets and the Mets