In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.
In each episode of “Top of Mind at Goldman Sachs,” Allison Nathan, a senior strategist in the firm’s Global Investment Research division and the creator and editor of the GS “Top of Mind” publication, explores macroeconomic issues that are on the minds of Goldman Sachs clients.
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Inglorious Globastards | Cronache del III Millennio


Alberto Forchielli e Fabio Scacciavillani. Il primo – fondatore e presidente del fondo di private equity Mandarin Capital Partners e prima ancora consulente di multinazionali, imprese statali, governi e della Banca Mondiale – è la rockstar economica di Facebook con 650mila followers nella sua pagina pubblica nonché agitatore alfa degli approfondimenti televisivi italiani. Il secondo – capo economista del fondo sovrano dell’Oman e in precedenza in Dubai International Financial Center, FMI, BC ...
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Exchanges at Goldman Sachs


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Policy Outlook for the Year Ahead
16:00
16:00
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16:00
Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook under a Biden administration.Door Goldman Sachs
Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global backdrop of low interest rates.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Companies Continue to Turn to SPACs for Greater Flexibility
18:58
18:58
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18:58
Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies to raise money in the public markets.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: 2021 Global Growth Outlook
24:10
24:10
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24:10
As part of a client call hosted on January 8th, Jan Hatzius, Goldman Sachs’ chief economist, talks about why his team continues to forecast above-consensus growth for 2021, despite the weak US jobs report for December.Door Goldman Sachs
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Exchanges at Goldman Sachs


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What’s Included in the $900 Billion US Stimulus Package?
12:48
12:48
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12:48
Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2020. Wall also talks about other policy priorities that investors are watching for in the new year. This podcast was recorded on the morning of December 21, 2020.…
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Exchanges at Goldman Sachs


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Markets Update: Financial Services Outlook
11:13
11:13
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11:13
Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and the market backdrop going into 2021.Door Goldman Sachs
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Exchanges at Goldman Sachs


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The Outlook for a Commodities Bull Market in 2021
16:22
16:22
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16:22
Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: Looking Back on 2020’s Roller Coaster Ride
15:05
15:05
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15:05
Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positioning their portfolios going into 2021.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs
17:01
17:01
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17:01
Gregg Lemkau, co-head of the Investment Banking Division, reflects on how the industry and the firm have changed – and stayed the same – since he joined Goldman Sachs in 1992.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: What Investors Are Watching Going into Year-End
10:17
10:17
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10:17
Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going into the last few weeks of the year.Door Goldman Sachs
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Exchanges at Goldman Sachs


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November Wrap: Record Inflows into Global Equities
17:16
17:16
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17:16
Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment going into year-end.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Asia-Pacific Economic Outlook for 2021
10:06
10:06
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10:06
Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why they’re forecasting above-consensus growth. “We’re optimistic about growth in Asia-Pacific next year,” Tilton says. “We think the region could grow more than 7% in 2021. We’re optimistic about the world a…
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Exchanges at Goldman Sachs


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Markets Update: The Bull Run in 2021
12:00
12:00
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12:00
Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We are optimistic for equity markets, risk assets and indeed the economy,” Oppenheimer says in this episode, and goes on to explain why he thinks the current bull market is transitioning from a “hope” phase…
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Germany’s Economic Recovery
18:03
18:03
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18:03
Wolfgang Fink, CEO of Germany and Austria for Goldman Sachs, talks about why Germany’s economy has weathered the pandemic better than that of many of its European neighbors and what’s ahead on the road to recovery.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P
11:49
11:49
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11:49
David Kostin, Goldman Sachs Research’s Chief U.S. Equity Strategist, looks back at an events-heavy week and what it means for markets in the days ahead.Door Goldman Sachs
Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-19 vaccine and the obstacles that still lie ahead for FDA approval and widespread distribution.Door Goldman Sachs
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Top of Mind at Goldman Sachs


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What’s In Store For The Dollar
30:58
30:58
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30:58
After the US Dollar surged in late March as investors rushed to its safety amid the global onset of the coronacrisis, its value has since declined sharply. As uncertainty about the virus trajectory and the global economic recovery continues to loom large, the key question from here is whether this retrenchment marks the start of a multi-year Dollar…
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Exchanges at Goldman Sachs


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Client Call: Macro Outlook 2021
56:21
56:21
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56:21
Jan Hatzius, Chief Economist for Goldman Sachs, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact of the US election on global growth in 2021. This podcast leverages a Goldman Sachs Research client call, hosted the morning of November 9th, 2020.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election
10:13
10:13
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10:13
Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investors expect in terms of economic recovery and policy agendas looking ahead.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: Investors Anticipate Next Week’s US Election
10:49
10:49
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10:49
Amelia Garnett of Goldman Sachs' Global Markets Division talks about the key conversations she's having with investors ahead of the November 3rd election.Door Goldman Sachs
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How Entrepreneurs are Leading Their Companies Through an Unexpected Year
36:14
36:14
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36:14
From the 2020 virtual Builders + Innovators Summit, Goldman Sachs' Kim Posnett speaks with two founders -- Irving Fain of Bowery Farming and Sheila Gujrathi of Gossamer Bio -- about their experiences leading through an unexpected year and the backdrop for entrepreneurship more broadly.Door Goldman Sachs
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Exchanges at Goldman Sachs


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Markets Update: Election Outlook
11:33
11:33
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11:33
Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on November 3rd.Door Goldman Sachs
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Exchanges at Goldman Sachs


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An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street
18:43
18:43
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18:43
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).Door Goldman Sachs
Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity.Door Goldman Sachs
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Exchanges at Goldman Sachs


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The State of Small Businesses in the U.K.
19:39
19:39
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19:39
Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivoting and persevering through the pandemic.Door Goldman Sachs
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Exchanges at Goldman Sachs


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.Door Goldman Sachs