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Exchanges

Goldman Sachs

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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  1. John Waldron on GDP Growth, AI, and the M&A Outlook 20:38
  2. Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout 35:18
  3. Goldman Sachs Chairman and CEO David Solomon on AI: Implementation, Accountability, and Jobs 16:52
  4. Why Oil Prices Are Surging Despite Recovering Supply 14:13
  5. Where Chinese Exports Are Gaining the Most Market Share 17:33
  6. Inside the Revival of Venture Capital Liquidity with an Industry Pioneer 31:59
  7. How Family Businesses Should Plan for Generational Success 22:41
  8. Why Markets May Be Pricing in Too Many Fed Rate Hikes 18:24
  9. Rich Friedman on the Rise of Private Markets and AI Investing 42:23
  10. Why Global Bond Yields Are Surging 25:26
  11. How Will Less Fed Transparency Affect Markets and the Economy? 22:05
  12. Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity 34:01
  13. The Outlook for Data Center Power Demand as AI Token Use Grows 32:08
  14. Building AI Systems for Capital Markets 26:34
  15. Wellington’s Jean Hynes on the Art of Investing and Finding New Markets 43:47
  16. What the US-Japan Currency Intervention Means for the Yen, Rates, and the Dollar 27:13
  17. Steven Tananbaum: The Evolution of Credit Investing and AI Opportunities 29:08
  18. How AI Debt Is Reshaping Credit Markets 25:21
  19. What the Surge in IPOs Means for Investors 20:07
  20. US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth 18:24
  21. The Growth of the Space Industry 16:34
  22. Ken Griffin on US-China Tensions and AI 29:00
  23. How Will AI Affect Jobs? 28:39
  24. What the IPO Boom Tells Us 9:49
  25. Maverick Capital Co-CIOs on Finding the AI Winners 22:35
  26. How the US-Iran Deal Could Affect Oil Prices 10:33
  27. Private Markets at an Inflection Point 24:41
  28. The AI Investment Boom: When Will It Pay Off? 24:10
  29. ‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy 31:53
  30. Can the Asia Equity Rally Continue? 22:29
  31. Innovation and Inflation: Twin Forces Reshaping Portfolios 20:12
  32. Pressures in Private Credit 25:13
  33. Will AI Make Markets Less Efficient? 18:35
  34. How Warsh Could Shape Fed Policy 16:01
  35. Farallon Capital's Nicolas Giauque on Investing for the Long Term 20:18
  36. Apollo's Jim Zelter on the Future of Private Credit 37:34
  37. Why Aren’t Investors More Worried? 19:32
  38. Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences 16:07
  39. AI Exchanges: Power Problems? 20:03
  40. The Business Builder: New Mountain Capital's Steve Klinsky 35:21
  41. Iran Conflict: How Long, and How Bad? 19:43
  42. Private Credit Concerns in Context 30:30
  43. Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership 30:32
  44. Emerging Markets: Stirred, But Not Yet Shaken 14:49
  45. Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility 27:11
  46. Can Software Survive AI? 15:17
  47. Oil Market Impacts from Iran 13:09
  48. Why Japanese Stocks Could Keep Rallying 18:23
  49. The New AI Trades 15:32
  50. Fundamentals Still Matter: Lone Pine’s David Craver 23:38