Synopsis
In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
Episodes
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Sustainable ESG Investing: Turning Promises into Performance
14/07/2020 Duration: 11minSteve Strongin, a senior advisor at Goldman Sachs, discusses the future of ESG investing, based on a new Goldman Sachs Research report, Sustainable ESG Investing: Turning Promises into Performance.
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Markets Update: "Investor Sobriety" Carries into Q3
10/07/2020 Duration: 08minTony Pasquariello of Goldman Sachs' Global Markets Division recaps the historic market rally of the second quarter and talks about how institutional investors are viewing Q3 and the remainder of 2020.
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U.S. Dollar Weakness
07/07/2020 Duration: 13minZach Pandl of Goldman Sachs Research explains the factors driving U.S. dollar weakness.
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Markets Update: Banks’ Stress Tests
02/07/2020 Duration: 12minRichard Ramsden of Goldman Sachs Research explains what the results from U.S. banks’ latest stress tests say about the health of the industry.
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What’s Driving Growth in Alternative Asset Classes?
30/06/2020 Duration: 20minKristin Olson, global head of the Alternative Capital Markets Group in Goldman Sachs' Consumer and Investment Management Division, explains where investors are finding value in alternative asset classes.
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Markets Update: Will the Recovery Be Derailed?
26/06/2020 Duration: 11minAmelia Garnett of Goldman Sachs' Global Markets Division provides an update on how institutional investors are weighing market risks, from an uptick in COVID-19 cases to the U.S. election.
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How COVID-19 is Impacting Companies’ M&A Strategies
23/06/2020 Duration: 22minTim Ingrassia, co-chairman of Global Mergers & Acquisitions for Goldman Sachs Investment Banking, provides an update on the recent M&A slowdown. “I fully expect M&A to normalize and recover because all those deals that aren’t happening right now, some significant percentage of them are deals that will happen,” Ingrassia says. “And so then it’s a question of when will they happen?”
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Markets Update: The Rise of the Retail Investor
18/06/2020 Duration: 17minIn this episode, Philip Berlinski, COO of Global Equities, provides an update on equity markets, from the growth in day trading to the role of active management in the COVID-19 crisis to the impact of the U.S. presidential election in November.
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Upending an Industry: How Digital Banking Will Simplify Corporates’ Financial Needs
16/06/2020 Duration: 21minIn this episode, Hari Moorthy, head of Transaction Banking for Goldman Sachs, talks about innovations in banking technology for corporations and what it’s been like to build the first-ever digital-only transaction bank over the past two years.
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Markets Update: Constructive Conditions for Equity Issuers and Investors
12/06/2020 Duration: 13minLizzie Reed of Goldman Sachs’ Investment Banking Division gives an update on what’s been driving investor interest in equity markets.
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To Everyone Who’s Asked, ‘How’s It Going?’
05/06/2020 Duration: 30minFred Baba, a managing director in Goldman Sachs' Global Markets Division, reflects on a raw and honest email he wrote this week about his experience with racism and discrimination as a black man in America, as well as how his co-workers can best support the black community moving forward. Baba's email has been shared around the firm and was published as a Bloomberg Op-Ed.
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The Great Reset: A Framework for Investing After COVID-19
02/06/2020 Duration: 23minSteve Strongin, a senior advisor for Goldman Sachs, discusses a new framework for investing after COVID-19.
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Daunting Debt Dynamics
01/06/2020 Duration: 32minGovernment deficits, debt issuance and debt levels are set to surge as countries race to ease the economic impact of the coronacrisis. This raises many questions: who will finance this debt, will it force a market repricing and/or an eventual growth or inflation problem, and would greater use of negative rates help avoid any of these risks? At the same time, whether corporate bankruptcies could derail the economic recovery is a key concern. In short, how disruptive the recent, dramatic shift in debt dynamics might be is Top of Mind. In this episode, Allison Nathan consults Harvard professor Kenneth Rogoff, University of Pennsylvania’s David Skeel, and Goldman Sachs’ chief economist Jan Hatzius. Our key takeaways: the benefit of running large deficits today far outweighs any eventual costs; worries about distress in emerging markets and the Euro area are largely warranted; and a likely wave of corporate bankruptcies could prolong—but likely won’t derail—the economic recovery. Learn more about your ad choices.
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Markets Update: Investors Assess U.S.-China Risks
29/05/2020 Duration: 06minMichael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from U.S.-China tensions to ongoing COVID-19 uncertainty.
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The Future of Sustainable Nuclear Energy
27/05/2020 Duration: 15minHeath 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.
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Markets Update: Investor Sentiment Improves as Lockdowns Lift
22/05/2020 Duration: 08minTony Pasquariello, global head of hedge fund coverage for Goldman Sachs’ Global Markets Division, provides an update on how investors are reacting to the gradual re-opening of the U.S. economy, historic government stimulus efforts, potential vaccine developments, and ongoing US-China tensions.
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The State of Goldman Sachs’ Small-Business Lending
19/05/2020 Duration: 17minGoldman Sachs has committed $500 million in lending capital to provide Paycheck Protection Program, or PPP, loans to small businesses suffering in this crisis. In this episode, Margaret Anadu, head of the firm’s Urban Investment Group, provides an update on the more than 8,000 small businesses across the country that the firm has reached through partnerships with community development financial institutions (CDFIs) and other mission-driven lenders.
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Markets Update: How ESG is Changing
15/05/2020 Duration: 01h01minIn this episode, leveraging a client call from Goldman Sachs Investment Banking, leaders from across the financial services industry discuss the pandemic’s impact on the ESG landscape, including how corporations and investors are responding. The conversation features Mark Wiedman, a senior managing director at BlackRock, Katherine Collins, head of Putnam Investment’s sustainable investing, Martin Whittaker, CEO of JUST Capital, and John Goldstein, head of Goldman Sachs’ Sustainable Finance Group.
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How Are Small Businesses Surviving?
13/05/2020 Duration: 27minAsahi 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 to talk about their experiences with PPP loans, what’s keeping them up at night, and how they’re pivoting to adapt to changing industries and a changing society. The entrepreneurs are Khari Parker, co-founder of Connie’s Chicken and Waffles based in Baltimore, Dana White, founder and CEO of Paralee Boyd, a blow-dry salon in Detroit, and Jennie Ripps, founder and CEO of Owl’s Brew, a New York-based beverage company that specializes in teas and botanical-based drinks.
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Markets Update: Latin America
08/05/2020 Duration: 05minJen Roth of Goldman Sachs' Global Markets Division provides an update on how COVID-19 is impacting investor sentiment in emerging markets.