Exchanges

Farallon Capital's Nicolas Giauque on Investing for the Long Term

22 Apr 2026

Contributed by Lukas

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he...

Apollo's Jim Zelter on AI Disruption and the Future of Private Credit

16 Apr 2026

Contributed by Lukas

Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’...

Why Aren’t Investors More Worried?

14 Apr 2026

Contributed by Lukas

Goldman Sachs Research’s Dominic Wilson discusses the impact of the Iran conflict—including the US blockade of the Strait of Hormuz—on global ma...

Natural Gas in Focus: Iran Conflict Could Have ‘Very Painful’ Consequences

07 Apr 2026

Contributed by Lukas

While oil dominates headlines amid the Iran conflict, an equally unsettling story is playing out in natural gas markets that may pose an even greater ...

AI Exchanges: Power Problems?

02 Apr 2026

Contributed by Lukas

As the demand for AI-powered data centers continues to grow, Goldman Sachs Research’s Brian Singer explains the potential sources—and constraints—...

The Business Builder: New Mountain Capital's Steve Klinsky

31 Mar 2026

Contributed by Lukas

Steve Klinsky, founder and CEO of New Mountain Capital, joins Goldman Sachs’ Alison Mass to discuss the macro landscape, his approach to building bu...

Iran Conflict: How Long, and How Bad?

27 Mar 2026

Contributed by Lukas

The Iran conflict has triggered the largest energy supply disruption in history with shipping traffic in the Strait of Hormuz nearly at a standstill a...

Private Credit Concerns in Context

23 Mar 2026

Contributed by Lukas

Goldman Sachs’ Alex Blostein and Vivek Bantwal discuss the market sentiment, fundamentals, and the outlook for the private credit sector. This epi...

Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership

20 Mar 2026

Contributed by Lukas

Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Cha...

Emerging Markets: Stirred, But Not Yet Shaken

18 Mar 2026

Contributed by Lukas

Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets. This episod...

Goldman Sachs International’s Co-CEOs on Europe’s Opportunity, AI, and Market Volatility

16 Mar 2026

Contributed by Lukas

Goldman Sachs International Co-CEO’s Anthony Gutman and Kunal Shah discuss CEO sentiment, market volatility, and the case for Europe. This episode ...

Can Software Survive AI?

10 Mar 2026

Contributed by Lukas

Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to s...

Oil Market Impacts from Iran

02 Mar 2026

Contributed by Lukas

Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could af...

Why Japanese Stocks Could Keep Rallying

24 Feb 2026

Contributed by Lukas

Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and fore...

The New AI Trades

17 Feb 2026

Contributed by Lukas

Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as the equities continue to move higher. ...

Fundamentals Still Matter: Lone Pine’s David Craver

12 Feb 2026

Contributed by Lukas

David Craver, co-chief investment officer of Lone Pine Capital, discusses the evolution of market structure, the opportunities in AI, and the factors ...

‘Affordability’: Consumer Concerns and Government Proposals

10 Feb 2026

Contributed by Lukas

What's driving concerns about the US cost of living, and can the administration's proposals effectively address them? David Mericle, Chief US Economis...

Implications of an “Americas First” Foreign Policy

03 Feb 2026

Contributed by Lukas

What could more assertive US foreign policy in the Western Hemisphere — driven by the so-called “Donroe Doctrine”— mean for the global order? ...

Will US Stocks Outperform in 2026?

27 Jan 2026

Contributed by Lukas

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’...

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

23 Jan 2026

Contributed by Lukas

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The...

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

20 Jan 2026

Contributed by Lukas

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Da...

Goldman Sachs Exchanges: Outlook 2026 Episode 2: Regional Perspectives

15 Jan 2026

Contributed by Lukas

In the second episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s David Mericle, Andrew Tilton, and Jari Stehn disc...

Goldman Sachs Exchanges: Outlook 2026 Episode 1: The Big Picture

13 Jan 2026

Contributed by Lukas

In the first episode of the Goldman Sachs Exchanges: Outlook 2026 series, Goldman Sachs Research’s Jan Hatzius and Dominic Wilson discuss the trends...

Oil Market Impacts from Venezuela

06 Jan 2026

Contributed by Lukas

Goldman Sachs Research’s Daan Struyven joins Allison Nathan to discuss the potential implications of the situation in Venezuela for the oil and comm...

Looking for Trends: One River Asset Management’s Eric Peters

22 Dec 2025

Contributed by Lukas

Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the fu...

‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

18 Dec 2025

Contributed by Lukas

Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating oppo...

The US-China Tech Race

10 Dec 2025

Contributed by Lukas

Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Str...

From Assets to Alpha: David Kostin on US Equities

04 Dec 2025

Contributed by Lukas

Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin...

What’s Driving the Surge in Deal-Making?

24 Nov 2025

Contributed by Lukas

Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wa...

The Fed's Tightrope: Inflation, Labor, and the Path Ahead

18 Nov 2025

Contributed by Lukas

With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of Goldman Sachs, discusse...

Are AI Bubble Concerns Warranted or Overblown?

11 Nov 2025

Contributed by Lukas

AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI eco...

China's Economy: Reasons for Optimism

05 Nov 2025

Contributed by Lukas

As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research...

Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff

31 Oct 2025

Contributed by Lukas

Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across d...

Gold, Oil, and Rare Earths: Commodities on the Move

28 Oct 2025

Contributed by Lukas

With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for th...

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

24 Oct 2025

Contributed by Lukas

What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, an...

Making Sense of Weak Job Growth Alongside Solid GDP Growth

22 Oct 2025

Contributed by Lukas

Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a...

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

17 Oct 2025

Contributed by Lukas

In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner at Bessemer Venture Partners, discusses the venture capital...

The Rise of Secondaries: Unlocking Liquidity in Private Markets

14 Oct 2025

Contributed by Lukas

Once a niche segment, the private equity secondaries market has seen substantial growth and is reshaping the broader alternative asset landscape. In t...

The Shutdown’s Economic Impact

08 Oct 2025

Contributed by Lukas

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, ch...

AI Exchanges: The Role of Data

30 Sep 2025

Contributed by Lukas

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stall...

How Reliable is Economic Data?

25 Sep 2025

Contributed by Lukas

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS C...

The Healthcare Outlook: Macro Challenges and Biotech Innovations

18 Sep 2025

Contributed by Lukas

While the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Un...

The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform

09 Sep 2025

Contributed by Lukas

Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career traje...

After a Summer of Stablecoins, What’s Next?

02 Sep 2025

Contributed by Lukas

In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — ...

Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets

19 Aug 2025

Contributed by Lukas

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discu...

Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing

12 Aug 2025

Contributed by Lukas

Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent ...

Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies

07 Aug 2025

Contributed by Lukas

As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in com...

AI Exchanges: AI’s Impact on Employment

05 Aug 2025

Contributed by Lukas

One 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...

Revenge of the Meme Stocks

29 Jul 2025

Contributed by Lukas

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader mar...

Are Investors Complacent?

22 Jul 2025

Contributed by Lukas

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impac...

AI Exchanges: Where Will the Power Come From?

16 Jul 2025

Contributed by Lukas

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Re...

The Surprising Implications of an Aging Population

08 Jul 2025

Contributed by Lukas

An 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 Af...

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

01 Jul 2025

Contributed by Lukas

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscap...

Mid-year outlook: diversify and hedge

23 Jun 2025

Contributed by Lukas

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-hea...

Is a US fiscal crisis ahead?

18 Jun 2025

Contributed by Lukas

Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kennet...

How to win: Steve Cohen on markets and the Mets

12 Jun 2025

Contributed by Lukas

What 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 di...

A German economic revival?

10 Jun 2025

Contributed by Lukas

Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant imp...

How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

05 Jun 2025

Contributed by Lukas

In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief O...

Will legal challenges end the trade war?

03 Jun 2025

Contributed by Lukas

A 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 –...

How AI, tariffs, and the energy transition are reshaping infrastructure investing

27 May 2025

Contributed by Lukas

AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infr...

A world of opportunity: Rob Citrone’s best ideas

22 May 2025

Contributed by Lukas

Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions...

Is Fed independence at risk?

20 May 2025

Contributed by Lukas

In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether t...

Equity risks and alts opportunities

13 May 2025

Contributed by Lukas

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchange...

From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager

09 May 2025

Contributed by Lukas

Katie 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 ...

AI Exchanges: How tech giants are navigating the AI landscape

07 May 2025

Contributed by Lukas

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, say...

Stagflation and the Fed's next move

02 May 2025

Contributed by Lukas

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and ...

How AI and geopolitics are reshaping cybersecurity

29 Apr 2025

Contributed by Lukas

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marc...

How insurers are navigating volatile markets

25 Apr 2025

Contributed by Lukas

As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman S...

Will tariffs lead to a recession?

23 Apr 2025

Contributed by Lukas

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tar...

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

21 Apr 2025

Contributed by Lukas

On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging...

The case for private credit

15 Apr 2025

Contributed by Lukas

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-hea...

The recession question

11 Apr 2025

Contributed by Lukas

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, d...

Recession watch: How to hedge now

09 Apr 2025

Contributed by Lukas

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Resea...

Bain Capital’s David Gross on global opportunities and private equity’s evolution

01 Apr 2025

Contributed by Lukas

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, si...

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

25 Mar 2025

Contributed by Lukas

How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chi...

The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class

21 Mar 2025

Contributed by Lukas

In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with ...

Are credit investors nervous about recession risk?

18 Mar 2025

Contributed by Lukas

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors ...

How tariffs will impact the US economy

11 Mar 2025

Contributed by Lukas

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy....

Trump’s tariffs: Big talk or big action?

04 Mar 2025

Contributed by Lukas

Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly t...

Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund

28 Feb 2025

Contributed by Lukas

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX...

Macro questions and market strength

18 Feb 2025

Contributed by Lukas

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the ...

Tariffs: What’s ahead and why it matters

13 Feb 2025

Contributed by Lukas

Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya...

AI Exchanges: Will falling costs drive new opportunities?

04 Feb 2025

Contributed by Lukas

The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology co...

Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit

29 Jan 2025

Contributed by Lukas

Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital ma...

Navigating the volatility in global bond markets

21 Jan 2025

Contributed by Lukas

Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that vo...

Keep on truckin’: Will the US continue to outperform other markets?

14 Jan 2025

Contributed by Lukas

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management...

Navigating 2025: Why investors need to diversify and hedge their portfolios

08 Jan 2025

Contributed by Lukas

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who h...

A perfect setup for the financial sector?

20 Dec 2024

Contributed by Lukas

Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the c...

The outlook for global deal-making

18 Dec 2024

Contributed by Lukas

The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Ste...

Will China’s policy stimulus be enough?

16 Dec 2024

Contributed by Lukas

Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how ef...

Investing in Sports: Women’s Sports and the Future

13 Dec 2024

Contributed by Lukas

With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural ...

What investors expect from Trump

09 Dec 2024

Contributed by Lukas

Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those po...

Investing in Sports: Building A Better Fan Experience

06 Dec 2024

Contributed by Lukas

In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan expe...

Should investors worry about market concentration?

03 Dec 2024

Contributed by Lukas

The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research...

How AI could impact geopolitics

26 Nov 2024

Contributed by Lukas

The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, ...

Investing in Sports: A New Media Model

22 Nov 2024

Contributed by Lukas

Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. ...

2025 outlook: Will tailwinds trump tariffs?

20 Nov 2024

Contributed by Lukas

As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election ...

Investing in Sports: The Next Trillion Dollar Market?

15 Nov 2024

Contributed by Lukas

The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media ...

What Trump’s policies could mean for the Fed

12 Nov 2024

Contributed by Lukas

Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve’s rate-cutting cycle, the interplay be...

What Trump’s win means for markets and portfolios

07 Nov 2024

Contributed by Lukas

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply i...