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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Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
19/08/2025 Duration: 45minIn the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This episode was recorded on July 16, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
12/08/2025 Duration: 39minRaffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
07/08/2025 Duration: 51minAs one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser discusses his approach to investing with Goldman Sachs’ Ken Hirsch. This episode was recorded on July 7, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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AI Exchanges: AI’s Impact on Employment
05/08/2025 Duration: 23minOne of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potential for labor displacement as adoption increases, as well as the industries and roles that could be most affected. This episode was recorded on July 31, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Revenge of the Meme Stocks
29/07/2025 Duration: 13minGoldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Are Investors Complacent?
22/07/2025 Duration: 34minMarkets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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AI Exchanges: Where Will the Power Come From?
16/07/2025 Duration: 22minThe AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI. For more, read "Powering the AI Era." This episode was recorded on July 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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The Surprising Implications of an Aging Population
08/07/2025 Duration: 17minAn aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
01/07/2025 Duration: 20minGoldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mid-year outlook: diversify and hedge
23/06/2025 Duration: 25minGoldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in the second half of 2025. This episode was recorded on June 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Is a US fiscal crisis ahead?
18/06/2025 Duration: 20minConcerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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How to win: Steve Cohen on markets and the Mets
12/06/2025 Duration: 22minWhat are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Symposium. This episode was recorded on June 4th, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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A German economic revival?
10/06/2025 Duration: 18minGermany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and Austria, discusses with Allison Nathan. This episode was recorded on June 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
05/06/2025 Duration: 24minIn a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Will legal challenges end the trade war?
03/06/2025 Duration: 16minA US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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How AI, tariffs, and the energy transition are reshaping infrastructure investing
27/05/2025 Duration: 24minAI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
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A world of opportunity: Rob Citrone’s best ideas
22/05/2025 Duration: 22minRob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Is Fed independence at risk?
20/05/2025 Duration: 24minIn the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode explores the latest Top of Mind report. This episode was recorded on April 30, May 6, and May 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Equity risks and alts opportunities
13/05/2025 Duration: 19minUS stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors. This episode was recorded on May 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
09/05/2025 Duration: 41minKatie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices