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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.

#605

Can Software Survive AI?

Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the... more

4 hrs Ago

15 MINS

15:17

4 hrs Ago

#604

Oil Market Impacts from Iran

Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of... more

02 Mar 2026

13 MINS

13:09

02 Mar 2026

#603

Why Japanese Stocks Could Keep Rallying

Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap elec... more

24 Feb 2026

18 MINS

18:23

24 Feb 2026

#602

The New AI Trades

Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector ... more

17 Feb 2026

15 MINS

15:32

17 Feb 2026

#601

Fundamentals Still Matter: Lone Pine’s David Craver

David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of... more

12 Feb 2026

23 MINS

23:38

12 Feb 2026

#600

‘Affordability’: Consumer Concerns and Government Proposals

What's driving concerns about the US cost of living, and can the administration's proposal... more

10 Feb 2026

22 MINS

22:52

10 Feb 2026

#599

Implications of an “Americas First” Foreign Policy

What could more assertive US foreign policy in the Western Hemisphere — driven by the so-c... more

03 Feb 2026

26 MINS

26:48

03 Feb 2026

#598

Will US Stocks Outperform in 2026?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief i... more

27 Jan 2026

21 MINS

21:00

27 Jan 2026

#597

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 forwar... more

23 Jan 2026

21 MINS

21:20

23 Jan 2026

#596

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... more

20 Jan 2026

25 MINS

25:46

20 Jan 2026

#595

Goldman Sachs Exchanges: Outlook 2026 | Episode 2: Regional Perspectives

In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Re... more

15 Jan 2026

23 MINS

23:14

15 Jan 2026

#594

Goldman Sachs Exchanges: Outlook 2026 | Episode 1: The Big Picture

In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Re... more

13 Jan 2026

24 MINS

24:14

13 Jan 2026

#593

Oil Market Impacts from Venezuela

Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential impli... more

06 Jan 2026

11 MINS

11:55

06 Jan 2026

#592

Looking for Trends: One River Asset Management’s Eric Peters

Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shar... more

22 Dec 2025

32 MINS

32:16

22 Dec 2025

#591

‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career,... more

18 Dec 2025

33 MINS

33:14

18 Dec 2025

#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