Markets Update: Election Outlook

Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on November 3rd.

An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street

Jason Granet, head of the firm’s LIBOR transition effort, gives an update on the timing and impact of the industry-wide transition away from the London Inter-bank Offered Rate (LIBOR).

Markets Update: Taking Stock of Year-to-Date Performance

Tony Pasquariello of Global Markets gives an update on US equity performance and why 2020 has seen so much trading activity.

The State of Small Businesses in the UK

Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the UK are pivoting and persevering through the pandemic.

Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical

Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and another round of U.S. fiscal stimulus.

Retirement Plans’ Rocky 2020…and Where Investors Go from Here

Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted defined benefit pension plans and participants in defined contribution plans, and what to consider going forward.

Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy

Erin Riley of the Markets Coverage Group in Private Wealth Management discusses the two key milestones her clients are watching: the U.S. election and the potential for a COVID-19 vaccine.

Innovation in the Industrials Sector

Matt McClure, co-head of the Global Industrials Group in the Investment Banking Division, discusses the high volume and velocity of deal activity in the sector since March.

Markets Update: How Emerging-Market Economies are Navigating a Recovery

Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, and how investors are responding to those efforts.

The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy

Faryar Shirzad, global head of Goldman Sachs’ Office of Government Affairs, gives an overview of the moving parts and pieces of tech policy today and explains why these issues don’t fall clearly down political party lines.

The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age

Heather Bellini and Piyush Mubayi of Goldman Sachs Research discuss consumers’ social media consumption in the U.S. and Asia. Then, Jane Dunlevie from the Investment Banking Division discusses the state of play among her social media clients.

The Battle for Our Screens, Part 2: The Future of Work

Heather Bellini of Goldman Sachs Research and Ryan Nolan of the Investment Banking Division talk about the role of technology in the workplace of the future. Then, Tammy Kiely of the Investment Banking Division interviews Renee James, CEO of Ampere Computing, about what she’s learned leading a tech startup through the pandemic.

The Battle For Our Screens, Part 1: The Race to Entertain Us

Brett Feldman of Goldman Sachs Research, Adam Agress of Goldman Sachs Asset Management, and Alekhya Uppalapati of the Investment Banking Division talk about the rise of streaming and how movie theaters are adapting to the current environment.

Markets Update: September Turbulence

Tony Pasquariello of Goldman Sachs' Global Markets Division explains how major stock market indices have backtracked somewhat from record highs in August – and why investors aren’t getting too worked up about it.

Pandemic Perspectives: Insights from Our First Virtual Intern Class

Three interns from the firm’s first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management.

Markets Update: European Leveraged Capital Markets

Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautiously optimistic” sentiment among corporate clients.

Exploring the Founder Journey with Launch With GS CEOs

Goldman Sachs' Chief Strategy Officer Stephanie Cohen talks with three Launch with GS CEOs about their founder journeys and lessons learned while leading through times of crisis.

Markets Update: Subdued Mood as S&P 500 Hits Record Highs

Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market rally.

The Latest Outlook for U.S. Equities

David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500.

Markets Update: U.S. Election in Focus

Tony Pasquariello of Global Markets and Joe Wall of the Office of Government Affairs discuss how investors are viewing the upcoming U.S. election in November.

Why Diversity Drives Better Investment Performance

Katie Koch, co-head of the Fundamental Equity business within Goldman Sachs Asset Management, talks about why diversity gives investing teams a competitive edge.

Markets Update: SPACs

Olympia McNerney of Goldman Sachs talks about what’s been driving the surge in SPACs as an alternative avenue for companies to raise money in the public markets.

How Companies Are Meeting Their Financing Needs

Susie Scher of the Investment Banking Division talks about how companies are meeting their financing needs in this environment and the broader sentiment for banking activity in the second half of 2020.

Markets Update: Balanced Bear Repair

Christian Mueller-Glissmann of Goldman Sachs Research discusses his new research about asset allocation with the risk of ‘fat and flat’ markets.

How Automated Robots are Supporting the Surge in E-commerce

In this episode of our Venture Capital Horizon series with Heath Terry of Goldman Sachs Research, we dive into the future of e-commerce and the adoption of robotics in everything from manufacturing to packaging and delivery.

Markets Update: Europe’s Fiscal Stimulus

José Manuel Barroso, chairman of Goldman Sachs International, provides an update on Europe’s latest fiscal stimulus package.

Where CIOs are Allocating Capital, According to GSAM’s 2020 Insurance Report

Mike Siegel of Goldman Sachs Asset Management summarizes key investment trends from GSAM’s 2020 Insurance Report.

Markets Update: A “Gritty” Second Quarter

Jim Esposito, global co-head of Goldman Sachs’ Global Markets Division, recaps second quarter performance and the ongoing commitment to client centricity.

Sustainable ESG Investing: Turning Promises into Performance

Steve Strongin discusses the future of ESG investing, based on a new report from Goldman Sachs Research.

Markets Update: "Investor Sobriety" Carries into Q3

Tony Pasquariello of Global Markets recaps the historic market rally of Q2 and institutional investors’ outlook for Q3.

U.S. Dollar Weakness

Zach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness.

Markets Update: Banks’ Stress Tests

Richard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry.

What’s Driving Growth in Alternative Asset Classes?

Kristin Olson of the Consumer and Investment Management Division explains where investors are finding value in alternative asset classes.

Markets Update: Will the Recovery Be Derailed?

Amelia Garnett of Global Markets discusses how investors are weighing market risks.

How COVID-19 is Impacting Companies’ M&A Strategies

Tim Ingrassia of Goldman Sachs Investment Banking Division provides an update on M&A trends.

Markets Update: The Rise of the Retail Investor

Philip Berlinski, COO of Global Equities, provides an update on what’s driving equity markets.

Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs

Hari Moorthy, head of Transaction Banking, talks about how transaction banking is disrupting legacy technologies.

Markets Update: Constructive Conditions for Equity Issuers and Investors

Lizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets.

The Great Reset: A Framework for Investing After COVID-19

Steve Strongin discusses a new framework for investing after COVID-19.

To Everyone Who’s Asked, ‘How’s It Going?’

Fred Baba of Global Markets tells his story of racism and discrimination as a black man in America.

Markets Update: Investors Assess U.S.-China Risks

Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from US-China tensions to ongoing COVID-19 uncertainty.

The Future of Sustainable Nuclear Energy

Heath Terry of Goldman Sachs Research explores clean energy and the advances in nuclear power technology as part of his team’s Venture Capital Horizon series.

Markets Update: Investor Sentiment Improves as Lockdowns Lift

Tony Pasquariello of Goldman Sachs’ Global Markets Division provides an update on how investors are reacting to the gradual re-opening of the U.S. economy.

The State of Goldman Sachs’ Small-Business Lending

Margaret Anadu, head of the Urban Investment Group, provides an update on the $500 million Goldman Sachs has committed in lending capital for small businesses.

Markets Update: How ESG is Changing

Goldman Sachs’ John Goldstein and external speakers provide an update on ESG and COVID-19.

How Are Small Businesses Surviving?

Asahi Pompey, global head of Corporate Engagement and president of the Goldman Sachs Foundation, interviews three graduates of the Goldman Sachs 10,000 Small Businesses program.

Markets Update: Latin America

Jen Roth of Global Markets provides an update on how COVID-19 is impacting investor sentiment in emerging markets.

Client Call: How Retailers Will Re-Open

Brian Dodge, President of the Retail Industry Leaders Association, discusses how retailers will re-open.

Markets Update: Central Bank Responses

Alex Blanchard of Goldman Sachs’ Global Markets Division shares an update on how global central banks are responding to liquidity concerns.

Client Call: CFO Perspectives

Goldman Sachs CFO Stephen Scherr and other senior leaders discuss topics that are top of mind for CFOs in the current environment.

Markets Update: Oil Prices Drop to Record Lows

Sarah Kiernan of Goldman Sachs’ Global Markets Division gives her quick take on the latest market volatility, including investors’ reactions to record-low oil prices.

Client Call: Oil Update as Negative Prices Emerge

Goldman Sachs’ Jeff Currie, Damien Courvalin, Brian Singer, and Anthony Dewell provide an update on oil markets as negative prices emerge.

How the Housing Sector Has Been Impacted by the Economic Slowdown

Terry Hagerty of Goldman Sachs’ Investment Banking Division talks about how COVID-19 has impacted the outlook for housing and the broader building products sector.

Markets Update: What Investors Are Watching

As volatility continues in the public markets, Meena Flynn of Goldman Sachs’ Consumer and Investment Management Division gives her analysis on the latest swings and explains how investors with permanent capital are positioning themselves.

How Markets Have “Changed Forever”

Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, talks about how financial trading has adapted to a primarily remote workforce.

Markets Update: CEO David Solomon Shares His Perspectives on the Current Environment

Goldman Sachs Chairman and CEO David Solomon shares his views on the pandemic and the economic impact, alongside other of the firm’s senior leaders.

COVID-19’s Impact on US Small Businesses

Margaret Anadu of Goldman Sachs’ Urban Investment Group talks about how the pandemic is impacting small businesses in the US, and three entrepreneurs and graduates of Goldman Sachs’ 10,000 Small Businesses program share their personal stories.

Markets Update: Do Investors Think The S&P 500 Has Bottomed Out?

Anne Marie Darling of Goldman Sachs’ Global Markets Division analyzes the S&P 500 index’s historically fast fall into bear market territory.

Client Call: Market Volatility and Potential Economic Impacts

In an effort to provide timely and valuable updates regarding ongoing market volatility and potential economic impacts, we’re sharing a “Market Update” call hosted by our Investment Banking Division.

Markets Update: Europe and COVID-19

Andrew Wilson of Goldman Sachs’ Consumer and Investment Management Division explains how European markets have been reacting to the ongoing COVID-19 outbreak.

Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs

Goldman Sachs’ top economists and strategists discuss revised forecasts for the US economy and the outlook for stimulus programs.

Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis

Joe Montesano, head of Americas Equity Trading for Goldman Sachs, analyzes how the coronavirus pandemic continues to add volatility to financial markets.

Re-thinking How We Work During a Pandemic

Goldman Sachs’ global medical director, Dr. Michael Rendel, talks about the firm’s response to the coronavirus pandemic and shares advice for how individuals can stay healthy and productive while working remotely.

After the Sharp Drop in Prices, What’s Next for Oil?

The oil price war that contributed to the recent stock market plummet represents a structural shift in the energy market that will have lasting repercussions for producers around the globe, says Goldman Sachs Research’s Jeff Currie.

How computational biology is transforming drug R&D

Heath Terry of Goldman Sachs Research shares the latest from his Venture Capital Horizons report where he dives into the emerging field of computational biology.

From “Fish Out of Water” to Wall Street Changemaker

Sean Legister of Goldman Sachs’ Global Markets Division shares his story as well as the story behind Breakfast Bites, a monthly discussion connecting black colleagues and senior leaders.

Global Market Shocks from the '87 Crash to Brexit: Lessons for Today

Steve Strongin and Jan Hatzius on the lessons we can learn from past global market shocks.

Why Investing in the Longest Bull Market in History is Still a Smart Move

Sharmin Mossavar-Rahmani on why she’s telling clients to stay invested in the stock market.

After Brexit, What’s Next for Business in Europe?

In the wake of Brexit, Denis Coleman of our Investment Banking Division discusses the financing environment in Europe.

Goldman Sachs CFO Stephen Scherr Recaps the Firm’s First-Ever Investor Day

Goldman Sachs CFO Stephen Scherr reflects on the firm’s first-ever Investor Day and the firm’s forward strategy.

What's Next for the Airline Industry?

Catie O’Brien of Goldman Sachs Research explains drivers of improved profitability across the airline industry.

How are “Carbonomics” Reshaping the Energy Industry?

Goldman Sachs’ Michele Della Vigna explains his latest research on the future of energy in the age of climate change.

What’s the Outlook for the US Stock Market in 2020?

David Kostin, the firm’s chief US equity strategist, discusses what’s ahead for US equities in 2020.

Is Sustainable Finance the Next Big Commercial Opportunity?

John Goldstein of Goldman Sachs discusses the firm’s sustainability goals over the next 10 years and explains the commercial opportunity across two core themes–climate transition and inclusive growth. Listen Now

What's Ahead for Europe's Economy in 2020?

Jari Stehn of Goldman Sachs Research discusses his team’s 2020 outlook for Europe’s economy. Listen Now

How Are Healthcare CEOs Steering Through Uncertainty?

Marshall Smith, global head of healthcare investment banking at Goldman Sachs, discusses how healthcare corporations are driving growth amid macro and industry-specific uncertainty. Listen Now

Why Startups Shouldn’t All Be Pitched As "Tech Companies"

From the 2019 Builders + Innovators Summit, Goldman Sachs’ Jake Siewert and Gregg Lemkau join two founders to hear their stories and talk about the current environment for entrepreneurship. Listen Now

What’s Next for Direct Listings and IPOs?

Goldman Sachs’ Will Connolly, Spotify CFO Barry McCarthy, and Latham & Watkins partner Greg Rodgers discuss direct listings and what companies are considering when raising capital in the public markets. Listen Now

What’s on David Solomon’s Mind as He Enters Year Two as CEO?

Goldman Sachs’ David Solomon reflects on his first year as CEO, along with key priorities looking ahead. Listen Now

How Can Cities Adapt to Climate Change?

Goldman Sachs’ Amanda Hindlian and Sandra Lawson discuss key findings of their team’s recent research report. Listen Now

What's It Really Like to Be a Goldman Sachs Intern?

A conversation with Dane Holmes, Goldman Sachs’ head of Human Capital Management, and two recent interns. Listen Now

Why Does Goldman Sachs President and COO John Waldron View Himself as COO First and President Second?

John Waldron demystifies his dual-role as Goldman Sachs President and COO. Listen Now

What Can Wall Street and Silicon Valley Learn From Each Other?

Marty Chavez of Goldman Sachs discusses how technology is re-shaping the future of financial services. Listen Now

Top of Mind: Dissecting the Market Disconnect

In a special episode featuring Goldman Sachs’ newest podcast, Top of Mind at Goldman Sachs, Allison Nathan of Goldman Sachs Research interviews experts to dive into the divergence between falling bond yields and rising equity prices. Listen Now

What’s Driving GDP Growth – and Falling Inflation – in India?

Prachi Mishra, India chief economist for Goldman Sachs Research, Goldman Sachs, discusses the drivers behind India’s economy. Listen Now

Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?

Heath Terry of Goldman Sachs Research explains how ride-hailing and new businesses are poised to fuel a $7 trillion global mobility market. Listen Now

Where Are Retailers Looking For Growth?

Jennifer Davis, head of retail investment banking for Goldman Sachs, shares her views on the retail landscape and what she’s hearing from clients. Listen Now

Does Human Behavior Move the Markets?

Sheba Jafari, head of technical analysis in Goldman Sachs’ Securities Division, explains how human emotions – including fear, greed and hope – drive price action in financial markets. Listen Now

What is Alternative Risk Premia and Why are Investors Excited About It?

Heather Shemilt and Tom Leake of the Goldman Sachs Securities Division discuss the evolution of systematic investing and what’s next for the industry. Listen Now

Is Womenomics Working?

Back in 1999, Goldman Sachs’ Kathy Matsui first published research on “Womenomics” which explored the impact of women’s labor force participation in Japan on the country’s GDP growth. Now 20 years later, she reflects on the progress that has been made and where challenges remain. Listen Now

What’s the Business Case for Investing in America’s Low-Income Communities?

Margaret Anadu, head of Goldman Sachs’ Urban Investment Group, explains the latest in opportunity zone investing and the role of private capital in revitalizing America’s low-income communities. Listen Now

Why Do Smaller Companies Receive Higher Valuations for New Initiatives?

Steve Strongin of Goldman Sachs Research explains the findings of a new report from Goldman Sachs’ Global Markets Institute, titled “What the Market Pays For.” Listen Now

What’s Keeping Insurers Up at Night?

Mike Siegel of Goldman Sachs Asset Management discusses the findings of his team’s annual insurance survey and explains how insurers are viewing market risks. Listen Now

Why Are Savings Rates Back in Focus in the UK?

A conversation with Goldman Sachs’ Des McDaid on the UK savings landscape. Listen Now

What’s the Role of Private Capital Markets in Europe?

Greg Olafson and Nishi Somaiya of Goldman Sachs’ Securities Division discuss how private capital markets – in particular, direct lending to middle market companies – have evolved in Europe in the wake of the global financial crisis. Listen Now

What’s Next For Emerging Markets?

Kevin Daly of Goldman Sachs Research discusses what’s next for emerging markets across the globe and specifically hones in on the CEEMEA region – Central and Eastern Europe, Middle East and Africa. Listen Now

How is Tech Reshaping the City Skyline?

Jim Garman of Goldman Sachs’ Merchant Banking Division discusses Europe’s real estate sector and how technology is changing the layout of cities. Listen Now

Why ESG is Becoming a ‘Business Imperative’ for Asset Managers

Richard Manley of Goldman Sachs Research explains why integrating ESG is becoming a “business imperative” for asset managers, why Europe is leading other regions in ESG investing and much more. Listen Now

With Brexit Uncertainty and Sluggish Growth, Where Are European Investors Seeking Value?

Andrew Wilson, CEO of Goldman Sachs Asset Management for Europe, the Middle East and Africa, discusses Europe’s investing environment against a backdrop of macro and political uncertainty. Listen Now

What Can Credit Markets Tell Us About the Chances of a US Recession?

Lotfi Karoui of Goldman Sachs Research explains what today’s credit markets indicate about the likelihood of a US recession. Listen Now

France in Focus: CEOs Playing Offense and Defense

Pierre Hudry, head of the Paris office for Goldman Sachs, discusses the key considerations for his investment banking clients in France, from geopolitical uncertainty to increasing shareholder activism to market stability. Listen Now

Tech in Europe: Innovating Amidst Constraints

Jo Hannaford of Goldman Sachs’ Technology Division discusses tech disruption in Europe and how companies are innovating amidst political and regulatory constraints. Listen Now

China’s ‘Bumpy Deceleration’

Andrew Tilton of Goldman Sachs Research discusses the “bumpy deceleration” of China’s economy. Listen Now

The Scene from China: VC and Tech Reach New Scale

Backed by big tech companies, venture capital investment in China exceeded North American VC for the first time in 2018, bringing Chinese business models to a stage and scale that “the entire world needs to pay attention to” says Piyush Mubayi. Listen Now

Commodities Outlook: Return of the New Oil Order

Making a comeback alongside higher spot prices this year will be the rapid growth in US shale, says Jeff Currie, with new pipeline capacity unlocking supply from the Permian Basin and re-anchoring the market around a fast-cycle, lower-cost New Oil Order. Listen Now

Tech Talk 2019

Kim Posnett of Goldman Sachs’ Investment Banking Division discusses the outlook for technology companies and the IPO landscape in 2019. Listen Now

Founders’ Spotlight: What It’s Really Like to Start and Scale a Business

From the 2018 Builders + Innovators Summit, Dan Dees of Goldman Sachs’ Investment Banking Division joins entrepreneurs Jen Rubio of Away and Josh Hoffman of Zymergen to discuss what it’s like to start and scale a business. Listen Now

From Pharmaceuticals to Medical Devices: What to Watch in China’s Healthcare Sector

Goldman Sachs’ Stephanie Hui discusses China’s healthcare sector and where investors are eyeing opportunities. Listen Now

Closing the Gender Gaps: Advancing Women in Corporate America

Goldman Sachs’ Amanda Hindlian and Sandra Lawson discuss the Global Markets Institute’s new report, entitled Closing the gender gaps: Advancing women in corporate America. Listen Now

LIBOR’s Long Goodbye

Goldman Sachs’ Beth Hammack and Jason Granet talk through what the London Interbank Offered Rate (LIBOR) is, what went wrong with LIBOR and now why the financial industry is moving away from the interest rate. Listen Now

Talent and Technology: What’s Driving Poland’s Growth

Goldman Sachs’ Artur Tomala and Brent Watson join us to talk through Poland’s economic, business and political environment and where the growing nation fits within the broader European region. Listen Now

Europe’s Energy Evolution

Alberto Gandolfi of Goldman Sachs Research joins us to talk through Europe’s sustainable energy transformation, from the declining costs of wind and solar power to the growth in electric vehicles and more. Listen Now

Finding Value in Today’s Investing Climate, from Emerging Markets to ESG

Sheila Patel, CEO of International Goldman Sachs Asset Management, discusses tailwinds and headwinds facing the asset management industry, including opportunities remaining for emerging market investment, ESG’s continued growth, sovereign wealth funds’ shift toward transparency and more. Listen Now

From Corporate Simplification to Recovering Growth - Europe’s Business Environment

Marc Nachmann, co-head of the Goldman Sachs Investment Banking Division, joins us to talk through the key factors shaping Europe’s business climate, from corporate simplification to global trade tensions to increased scrutiny in the tech sector. Listen Now

“Scale, Sophistication and Global Relevance” – Asia’s Private Equity Market

Asia’s private equity market is reaching a scale the world has never seen before, according to Alison Mass and Brian DeCenzo of the Goldman Sachs Investment Banking Division, who share their impressions from a recent business trip to meet with clients in Asia. Listen Now

Growth, Politics and Shareholder Activism: European Equities in Focus

As part of our closer look at emerging economic and market themes in Europe, Sharon Bell of Goldman Sachs Research discusses the performance of European equities, exploring why growth stocks are outperforming value, how populism impacts markets, what activists see in Europe, and the outlook for the region’s stocks through the rest of the year. Listen Now

Why Technology is Not a Bubble

Is there a bubble in technology? Even with recent stumbles in some of tech’s biggest names, the sector’s market value dominates global stock indexes. But Goldman Sachs Research’s Peter Oppenheimer argues that today’s elevated tech values bear marked differences with tech frenzies of the past. Listen Now

Hallo Tech: Germany Adapts to the Digital Age

As part of our close-up look at European economic and business trends, Goldman Sachs’ Wolfgang Fink discusses how Germany’s historically strong economy is undergoing a transformation adapting to the digital age. Listen Now

Getting Clarity on Personal Finance’s Mobile Shift

Adam Dell of Marcus by Goldman Sachs on how smartphones, big data and simplicity are disrupting the personal finance landscape in this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Beneath Trade Clouds, China’s Transition Opens Opportunities

Rising trade tensions with the US should not obscure the importance of China’s progress in transforming its economy and opening its markets, says Goldman Sachs Research’s Tim Moe. Listen Now

Why Healthcare is (Finally) Chasing Consumers

Jo Natauri of Goldman Sachs’ Merchant Banking Division discusses the changing landscape of the healthcare sector. Listen Now

What Happened to the American Pension?

Michael Moran, pension strategist in Goldman Sachs Asset Management, explains pensions’ rise in the US after World War II, their more recent decline and why individuals will carry a greater burden of retirement savings in the future. Listen Now

At the Movies: Battling Box-Office Blues in an Age of Streaming

From subscription services with generous discounts on concessions to comfier theaters, the film industry is moving aggressively to get more people off their sofas and to the box office. GS Research’s Drew Borst explains. Listen Now

Beyond VR & AR: Extended Reality to Transform Our Lives as Consumers

Heather Bellini of Goldman Sachs Research explains how Extended Reality (XR) will change our lives, and why the e-commerce & consumer sectors will be its biggest beneficiaries in the years ahead. Listen Now

eSports: The New Global Pastime

Ryan Nolan and Moritz Baier of Goldman Sachs’ Investment Banking Division discuss the rise of eSports within the digital gaming sector. Listen Now

Is Bitcoin a (Bursting) Bubble?

As cryptocurrency volatility continues, Steve Strongin, Charlie Himmelberg and Jeff Currie of Goldman Sachs Research reaffirm their cautious stance on the long-term viability of bitcoin and other first-generation cryptocurrencies on this episode of the firm's podcast, Exchanges at Goldman Sachs. Listen Now

Oil Investing Enters “The Age of Restraint”

Michele Della Vigna of Goldman Sachs Research explains how oil investing is entering an “age of restraint” and what it means for big oil companies. Listen Now

From Mobile Wallets to Blockchain: How Fintech is Growing Up

Jeff Gido, global head of Goldman Sachs’ financial technology sector within the Investment Banking Division, shares his views on where we are in the “three waves of fintech” and what we can expect from next-generation fintech business models. Listen Now

In Their Own Words: '10,000 Small Businesses' on Challenges to Growth

Steve Strongin and Amanda Hindlian of Goldman Sachs’ Global Investment Research Division discuss the state of small businesses in America, and owners from the Goldman Sachs 10,000 Small Businesses program share their biggest challenges to growth. Listen Now

The Rate Stuff: What Markets Are Saying About the Macro Outlook

Francesco Garzarelli, co-chief markets economist of the Global Macro Research team, discusses the drivers of recent market volatility and how investors are viewing a strong US macroeconomic backdrop amidst expectations that the Fed will continue to raise interest rates. Listen Now

(Un)Steady as She Goes: 2018 Investment Outlook

Sharmin Mossavar-Rahmani, chief investment officer of the Goldman Sachs Investment Strategy Group, discusses the push and pull between steady economic fundamentals and unsteady undertows in the context of her team’s investment outlook for the year, titled (Un)Steady as She Goes. Listen Now

'Once-in-a-Generation' Energy Shift…Plus Investment Banking Outlook for Latin America

Gonzalo Garcia, co-head of the Global Natural Resources Group in Goldman Sachs' Investment Banking Division and co-head of Latin America for the firm, discusses how CEOs are responding to the secular shift toward renewable energy and also explains why clients are bullish on investment in Latin America on our podcast, Exchanges at Goldman Sachs. Listen Now

President Trump, Year Two: What’s Next on the Agenda?

With tax reform checked off, what’s next on the US political agenda? Alec Phillips, Goldman Sachs Research’s chief US political economist, weighs in on the outlook for financial deregulation, infrastructure spending, NAFTA, and more on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Closer Than You Think: What the Future Looks Like to Venture Capital

Heath Terry of Goldman Sachs Research discusses the state of venture capital today, what trends are in focus for early-stage investors and what it all means for established businesses on our podcast, Exchanges at Goldman Sachs. Listen Now

In the Face of Brexit, Business as Usual in Europe… But for How Long?

Anthony Gutman of the Goldman Sachs Investment Banking Division discusses the European deal-making landscape on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Tax Reform, Bitcoin and the Year Ahead for Financials

Richard Ramsden of Goldman Sachs Research explains what tax reform, regulatory change and technological innovation could mean for the US financial services industry on our podcast, Exchanges at Goldman Sachs. Listen Now

The “Pay-As-You-Go” Car and the Future of Mobility

Stefan Burgstaller of Goldman Sachs Research explains what the growth of ride-hailing platforms could mean for the automotive industry on our podcast, Exchanges at Goldman Sachs. Listen Now

Three Views on Impact Investing

Hugh Lawson of Goldman Sachs Asset Management is joined by Elizabeth McGeveran of the McKnight Foundation and Scott Brown of New Energy Capital to discuss sustainable investing on our podcast, Exchanges at Goldman Sachs. Listen Now

The Bear Necessities

Peter Oppenheimer, chief global equity strategist for Goldman Sachs Research, discusses the causes and characteristics of bear markets throughout history on our podcast, Exchanges at Goldman Sachs. Listen Now

Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More

Harvey Schwartz, president and co-COO of Goldman Sachs, shares his journey from ‘Jersey kid’ to becoming one of the firm’s most senior leaders on our podcast, Exchanges at Goldman Sachs. Listen Now

A Conversation with Goldman Sachs President David Solomon

David Solomon, president and co-COO of Goldman Sachs, discusses the rise in passive investing, how technology is making the world more competitive and his 35-year career on Wall Street in this episode of Exchanges at Goldman Sachs. Listen Now

Flux, Friction and the Next Phase of Globalization

José Manuel Barroso, chair of Goldman Sachs International, discusses European integration and the challenges and opportunities posed by globalization on our podcast, Exchanges at Goldman Sachs. Listen Now

The Evolution of the Equities Market

Paul Russo of the Goldman Sachs Securities Division discusses how technology and regulation have changed how equity markets operate and how investors generate returns on our podcast, Exchanges at Goldman Sachs. Listen Now

Europe Looks to Germany

Jörg Kukies, co-CEO of Goldman Sachs in Germany and Austria, discusses Germany’s evolving regional and international role on our podcast, Exchanges at Goldman Sachs. Listen Now

The Store of the Future

On the latest episode of our podcast, Exchanges at Goldman Sachs, Goldman Sachs Research’s Matt Fassler discusses the path forward for brick-and-mortar stores in the e-commerce era. Listen Now

Why Health Care’s Future Is All About Value

Jami Rubin and Robert P. Jones of Goldman Sachs Research discuss what value-based contracts could mean for the US health care industry on our podcast, Exchanges at Goldman Sachs. Listen Now

Podcast: Music – Back in Black

Lisa Yang of Goldman Sachs Research is joined by Marc Geiger of William Morris Endeavor and Patrick Spence of Sonos to talk music’s “second digital revolution” on our podcast, Exchanges at Goldman Sachs. Listen Now

Retail: Online, Offline, All the Time

Goldman Sachs’ Kathy Elsesser and Kim Posnett discuss the evolution of the retail sector on our podcast, Exchanges at Goldman Sachs. Listen Now

Space: The Next Investment Frontier

Noah Poponak of Goldman Sachs Research discusses the investments and innovations at the heart of the new space race on our podcast, Exchanges at Goldman Sachs. Listen Now

The Metrics that Matter: A ‘Mainstream’ Approach to ESG

Derek Bingham of Goldman Sachs Research discusses how investors can incorporate environmental, social and governance metrics into their stock selection process on our podcast, Exchanges at Goldman Sachs. Listen Now

Post-Brexit Europe: A Period of Uncertainty and Opportunity

Richard Gnodde, vice chairman of Goldman Sachs and CEO of Goldman Sachs International, talks Brexit and its impact on the European business environment on our podcast, Exchanges at Goldman Sachs. Listen Now

'Peak Momentum' and a New Phase for Asian Stocks

Tim Moe of Goldman Sachs Research explains why he sees Chinese equities as poised to outperform on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Manufacturing in the Digital Age: A Balancing Act for Businesses

Clare Scherrer of the Goldman Sachs Investment Banking Division discusses how industrial businesses are managing technology and workforce investments on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Rhetoric Meets Reality in Washington

In the middle of President Trump’s first 100 days in office, Goldman Sachs’ Washington experts discuss what to expect on the pace and path of policy on this episode of Exchanges at Goldman Sachs. Listen Now

Asia Adapts to a New Investing Climate

Sheila Patel of GSAM International discusses what shifting trade winds mean for investors in Asia on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

China, Trump and Asia’s Shifting Trade Order

Andrew Tilton, chief Asia economist of Goldman Sachs Research, considers the evolving roles of both China and the US in Asia on our podcast, Exchanges at Goldman Sachs. Listen Now

Half Full: The Case for Remaining Invested in US Equities

Sharmin Mossavar-Rahmani, chief investment officer of Private Wealth Management at Goldman Sachs, shares why she sees upside for US equities on our podcast, Exchanges at Goldman Sachs. Listen Now

My Generation: What Your Birth Year Says about How You’ll Spend

Hugo Scott-Gall, Lindsay Drucker Mann and Christopher Wolf of Goldman Sachs Research discuss differences between the generations that make up the bulk of US consumption on our podcast, Exchanges at Goldman Sachs. Listen Now

Gary Cohn Says Goodbye to Goldman Sachs

As he departs the firm after 26 years, Gary Cohn, president and chief operating officer of Goldman Sachs, shares some of the experiences that have shaped him, and reflects on the value of diversity, the importance of perseverance and learning how to turn failure into success. Listen Now

Artificial Intelligence - The Apex Technology of the Information Age

Heath Terry of Goldman Sachs Research discusses the potential for artificial intelligence to reshape the global economy on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Financials in Focus

Richard Ramsden of Goldman Sachs Research shares how the US financial industry is affected by tightening monetary policy and the presidential transition on our podcast, Exchanges at Goldman Sachs. Listen Now

Taxes, Trade and More in a Trump Presidency

Alec Phillips of Goldman Sachs Research discusses what the Trump administration’s policy agenda might look like and its likelihood of advancement on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Defining the Terms of Brexit

Huw Pill discusses the UK’s efforts to strike a new relationship with Europe and what the ultimate outcome between a "hard" or "soft" Brexit means on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Building Brands to Help People Live Better: Outdoor Voices & Tata Harper

A conversation on entrepreneurship and the global health and wellness movement with Tyler Haney of Outdoor Voices, Tata Harper of Tata Harper Skincare and David Solomon of Goldman Sachs, in this episode of Exchanges at Goldman Sachs. Listen Now

How Fintech Is Transforming Consumer Finance

Harit Talwar, head of Digital Finance at Goldman Sachs, discusses the role of technology in finance and the launch of the firm’s online personal loan platform, Marcus by Goldman Sachs, on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

The Evolution of the ‘Long Good Buy’

Peter Oppenheimer of Goldman Sachs Research explains why global equity market returns are likely to remain muted as the world’s central banks continue to test the limits of monetary policy on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Narrowing the Jobs Gap

Steve Strongin, head of Goldman Sachs Research, and Sandra Lawson, director of the Global Markets Institute, discuss technology’s impact on the nature of work on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

The Changing Media Landscape: Disrupting Distribution

Michael Ronen and Dave Dase of the Goldman Sachs Investment Banking Division discuss the emergence of technology companies as key players in the media and telecom industries on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Emission Control: The Expanding Low Carbon Economy

Jaakko Kooroshy of Goldman Sachs Research discusses the technologies that will underpin the low carbon economy on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Brick and Mortal: Retail's Hard Lessons from E-Commerce

Heath Terry and Matt Fassler of Goldman Sachs Research discuss what’s driving the explosive growth of e-commerce and what it means for the future of retail on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Healthcare’s Balance between Science and Commerce

Jami Rubin of Goldman Sachs Research discusses progress in the fight against cancer and other diseases and the drug industry’s efforts to navigate concerns over pricing on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Brexit - After the Vote

Huw Pill, chief European economist in Goldman Sachs Research, discusses the economic and market implications of the Brexit vote. Listen Now

The Big Deal about Big Data

Armen Avanessians of Goldman Sachs Asset Management discusses how big data can help investors make smarter, better informed decisions on this episode of our podcast, Exchanges at Goldman Sachs.

Bright Spots in Emerging Markets

Kamakshya Trivedi, chief Emerging Markets macro strategist in Goldman Sachs Research, considers the local and global factors influencing asset prices in emerging markets around the world on this episode of our podcast, Exchanges at Goldman Sachs. Listen Now

Disruption in Deutschland

Wolfgang Fink, co-CEO of Goldman Sachs in Germany and Austria, explains how disruptive forces are playing out across German industries, including automobiles, industrials and energy, on Exchanges at Goldman Sachs, the firm’s podcast. Listen Now

Whenever, Wherever: The New Model for Retail

On this episode of the firm’s podcast, Exchanges at Goldman Sachs, Kathy Elsesser of the Investment Banking Division discusses corporate activity in the consumer retail space and how the industry is evolving to offer better experiences for customers. Listen Now

Niche No Longer: ESG Investing Goes Mainstream

On the this episode of our podcast, Exchanges at Goldman Sachs, John Goldstein of Goldman Sachs Asset Management explains why more and more money managers view environmental, social and governance factors as essential to a rigorous investing approach. Listen Now

Mutant Mosquitoes, `Peak Stuff’ and the Shifting Currents of Innovation

Hugo Scott-Gall of Goldman Sachs Research shares standout ideas and technologies from our second-annual Innovation Symposium. Listen Now

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Heather Bellini of Goldman Sachs Research discusses the multi-billion dollar potential of virtual and augmented reality and why enterprise IT spend is shifting into the cloud. Listen Now

On this episode of Exchanges at Goldman Sachs Goldman Sachs Research’s Peter Oppenheimer weighs in on the recent rally in global equity markets, what’s ahead in the EM-centered "third wave" of the financial crisis, and more. Listen Now

Market Viewpoints: Gary Cohn on China, Commodities and Tech IPOs

On this episode of Exchanges at Goldman Sachs, Gary Cohn discusses China, the commodities cycle and the evolution of the US technology sector. Listen Now

The Digitization of Finance

On this episode of Exchanges at Goldman Sachs, head of Technology Don Duet discusses key areas of tech focus for the firm, and how trends like open source, blockchain, big data and machine learning are driving innovation. Listen Now

Beyond the Fed Hike: The Business of Banking in 2016

On this episode of Exchanges at Goldman Sachs, Goldman Sachs Research's Richard Ramsden discusses the year ahead for the US banking sector, with a focus on technology, rising interest rates and increasing competition. Listen Now

Charting the Course for a Stronger South Africa

On this episode of Exchanges at Goldman Sachs, Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses key issues for South Africa and the broader region amidst a challenging environment for emerging markets. Listen Now

Cord Cutting Goes Prime Time

On the firm’s podcast, Exchanges at Goldman Sachs, Brett Feldman and Drew Borst of Global Investment Research discuss cord cutting and its impact on the media and telecom industries. Listen Now

Start-Up Stories from the Builders + Innovators Summit

On this episode of Exchanges at Goldman Sachs, hear from co-head of Investment Banking David Solomon and the CEOs of Minted and Casper about entrepreneurship and staying innovative. Listen Now

Episode 24: China’s Transition and the Outlook for Asia

Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China’s markets could be poised for a rebound and what China’s transition to a consumer-driven economy means for markets across Asia. Listen Now

Cars 2025 – What Will Drive You?

In this episode of Exchanges at Goldman Sachs, Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future. Listen Now

Flat Is The New Up

In this episode of Exchanges at Goldman Sachs, David Kostin, chief US equity strategist at Goldman Sachs, on a tempered outlook for US stocks after an “extraordinary run.” Listen Now

Separating Signals from Noise – Perspectives on the Future of Investing

Tim O’Neill, global co-head of the Investment Management Division at Goldman Sachs, on why a market needs both active and passive investors. Listen Now

Oil: Lower for Even Longer

Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why oversupply will continue to hold down oil prices and what could lead to a rebalancing of the market.

Episode 18: Brittle Markets – The Risks from Falling Liquidity

Goldman Sachs Global Investment Research’s Steve Strongin and Charlie Himmelberg discuss market participants’ concerns of a liquidity drought, why market liquidity matters and what can be done to restore it. Listen Now

The Future of Finance

Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are opening the door for a new and expanding class of competitors aiming to shake up financial services. Listen Now

The New Bottom Line: ESG Investing

Hugh Lawson, recently named global head of Environmental, Social and Governance (ESG) Investing within Goldman Sachs Asset Management, explains why so many investors are seeking to align their values with the value of their portfolios. Listen Now

Global Equity Markets in Flux

On this episode of Exchanges at Goldman Sachs, Kathryn Koch, head of Fundamental Equity Client Portfolio Management within GSAM, discusses key trends impacting equity markets globally. Listen Now

The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management

On this episode of Exchanges at Goldman Sachs, Gary Cohn, president and chief operating officer of Goldman Sachs, discusses key issues impacting the global economic landscape. Listen Now

Planes, Brains and Automobiles: The Future of Innovation

On this episode of Exchanges at Goldman Sachs, Hugo Scott-Gall, head of Thematic Research at Goldman Sachs, discusses the disruptive innovations that dominated discussion at the Goldman Sachs Innovation Symposium. Listen Now

Mainframes and Back Again - Lessons from 25 Years in Technology

In this episode of Exchanges at Goldman Sachs, R. Martin Chavez, chief information officer of Goldman Sachs, discusses trends in technology and how financial institutions are embracing these innovations to benefit clients. Listen Now