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Episodes
Accelerating Transition: Carbonomics
24 Nov 2021
Contributed by Lukas
Part 2 of our special miniseries: Host Kara Mangone and Michele Della Vigna, head of Natural Resources Research in EMEA discuss the role capital marke...
Inflation: Here Today, Gone Tomorrow?
23 Nov 2021
Contributed by Lukas
As U.S. inflation hits 30+ year highs, experts debate whether the “temporary” pandemic-related inflationary pressures could prove persistent. In t...
Accelerating Transition
16 Nov 2021
Contributed by Lukas
In the kickoff episode of our new sustainability miniseries, Accelerating Transition, John Goldstein and Kara Mangone of Goldman Sachs’ Sustainable ...
An Evolution in the Cybersecurity Landscape
10 Nov 2021
Contributed by Lukas
How has the surge in cyberattacks—and companies’ efforts to counter these efforts—evolved? Matthew Chung, Goldman Sachs' Chief Information Secur...
Why Investors Are Shopping for Consumer Retail
02 Nov 2021
Contributed by Lukas
Amid a record-setting IPO market, one group of companies going public stands out—the makers of things we use in our everyday lives. On this episode,...
Europe at a Crossroads
26 Oct 2021
Contributed by Lukas
Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling co...
The Small Business Perspective: How Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
12 Oct 2021
Contributed by Lukas
Goldman Sachs’ Joe Wall of the Office of Government Affairs explains why small business owners’ sentiment has turned sharply negative as the pande...
The Impact of Rising Natural Gas Prices
05 Oct 2021
Contributed by Lukas
As natural gas prices hit record highs in Europe and Asia, what does that mean for the broader commodity complex? Goldman Sachs Research’s Damien Co...
Why Hedge Funds Are Turning to the Private Markets
28 Sep 2021
Contributed by Lukas
Hedge funds are turning to the private markets, bringing increasing competition to the space. Goldman Sachs’ Kristin Kramer and Freddie Parker expla...
Is China Investable?
21 Sep 2021
Contributed by Lukas
As the Chinese government continues to carry out unprecedented regulatory tightening, what does the new environment mean for China’s growth and inve...
What’s Behind the Record-Breaking IPO Market?
14 Sep 2021
Contributed by Lukas
Global equity issuance is up substantially and on track to set new records in 2021. Goldman Sachs’ Elizabeth Reed explains why—and how—more comp...
Outlook for Global Growth: Less Synchronized, More Complicated
07 Sep 2021
Contributed by Lukas
Goldman Sachs’ Chief Economist Jan Hatzius describes his outlook for global growth, Fed tapering, inflation and jobs. Learn more about your ad choic...
How Are Investors Navigating China’s Regulatory Uncertainty?
17 Aug 2021
Contributed by Lukas
Goldman Sachs’ Stephanie Hui, Basak Yavuz and Prakriti Sofat of the Asset Management Division describe the impact of China's heightened regulatory s...
The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth
10 Aug 2021
Contributed by Lukas
How is the fast-spreading Delta variant affecting the outlook for reopening and economic growth? Goldman Sachs Research’s Terence Flynn and Daan Str...
M&A Outlook: How Companies Are Positioning For Growth
03 Aug 2021
Contributed by Lukas
Can the record pace of M&A continue? Goldman Sachs’ Mark Sorrell and Stephan Feldgoise, co-heads of global M&A for the Investment Banking Division, ...
Where Are Family Offices Seeking Higher Returns?
27 Jul 2021
Contributed by Lukas
With their unique structures, family offices are increasing their allocation to alternative investments and acting more like institutional investors, ...
The Future of ‘Femtech’
20 Jul 2021
Contributed by Lukas
Three leading voices in the “femtech” space—Ann Roberts of Flo Health, Lea von Bidder of Ava and Dr. Peter Kecskemethy of Kherion Medical—join...
Race to Zero: How Companies Are Deploying Decarbonization Strategies
13 Jul 2021
Contributed by Lukas
As companies look to reduce their carbon footprints, decarbonization strategies are taking center stage. Goldman Sachs’ John Greenwood and Cindy Qua...
‘Bidenomics’: Evolution or Revolution?
06 Jul 2021
Contributed by Lukas
Does President Biden’s economic agenda represent a new progressive era in the U.S.? Goldman Sachs Research’s Allison Nathan discusses how big of a...
The Global Chip Shortage: Impact, Outlook and Recovery
29 Jun 2021
Contributed by Lukas
Goldman Sachs Research’s Toshiya Hari, Kota Yuzawa and Rod Hall discuss the impact of the global semiconductor chip shortage across industries and s...
The European Recovery: Here to Stay?
22 Jun 2021
Contributed by Lukas
The economic outlook for Europe appears to be brightening, but how sustainable is the recovery? Goldman Sachs’ Allison Nathan speaks with Jari Stehn...
From Crisis to Confidence: How Women Entrepreneurs Fared During the Pandemic
15 Jun 2021
Contributed by Lukas
How did women entrepreneurs fare during the pandemic? Goldman Sachs’ Asahi Pompey, Global Head of Corporate Engagement, and Candice Tse, U.S. Head o...
Industrials Influx: What’s Fueling Record Activity Levels?
08 Jun 2021
Contributed by Lukas
The industrials sector—historically comprised of mature businesses without as much need for near-term growth capital—has seen robust IPO activity ...
Crypto: A New Asset Class?
01 Jun 2021
Contributed by Lukas
Should cryptocurrencies be considered an institutional asset class? That’s the question Goldman Sachs’ Allison Nathan explores on this episode of ...
What’s Ahead for Inflation?
25 May 2021
Contributed by Lukas
Amid rising concerns over inflation, David Mericle of Goldman Sachs Research explains the big-picture risks to the economy, while Josh Schiffrin from ...
Copper is the New Oil
18 May 2021
Contributed by Lukas
A surge in green capex—combined with the lack of copper mining projects—will lead to a multi-year bull market in copper, explains Goldman Sachs Re...
Fostering Innovation Within Companies: An Inside Look at GS Accelerate
11 May 2021
Contributed by Lukas
How do companies identify new business opportunities? Goldman Sachs’ Tanya Baker and Hasan Malik, co-heads of the firm’s GS Accelerate program, an...
The Exit Interview: Jake Siewert on the Media, Communications and the Role of Podcasts
04 May 2021
Contributed by Lukas
Jake Siewert, outgoing global head of corporate communications, reflects on how communications, media relations and the role of podcasts as a communic...
Why Global Insurers Are Leaning Into Risk
27 Apr 2021
Contributed by Lukas
Goldman Sachs Asset Management’s annual insurance survey finds that insurers plan to increase the overall risk in their investment portfolios. Learn...
Markets Update: Emerging Markets’ Next Phase
23 Apr 2021
Contributed by Lukas
Jennifer Roth of Global Markets discusses how emerging markets are faring during a continuing pandemic and a nascent economic recovery. Learn more a...
The Evolution of LGBTQ+ Rights in Japan: A Conversation With GS Advocates
20 Apr 2021
Contributed by Lukas
In the wake of a court ruling backing same-sex marriages in Japan, Goldman Sachs’ Hiroki Inaba, Masakazu Yanagisawa and Akoko Koda discuss the evolu...
What’s Ahead for the U.S. Dollar?
16 Apr 2021
Contributed by Lukas
Zach Pandl, co-head of foreign exchange strategy for Goldman Sachs Research, explains why he’s still long-term bearish on the greenback. Learn mor...
Whenever, Wherever: Seamless Commerce is the Future of Retail
13 Apr 2021
Contributed by Lukas
Jennifer Davis and Vishaal Rana of the Investment Banking Division discuss the fate of brick-and-mortar retail locations and why the seamless omnichan...
What’s Behind the Record Level of Equity Issuance?
09 Apr 2021
Contributed by Lukas
Goldman Sachs’ Benny Adler, co-head of the Americas Franchise Trading team, explains the supply-and-demand dynamics behind the “unprecedented’ a...
Top of Mind: Reflation Risk
08 Apr 2021
Contributed by Lukas
With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrenc...
Outlook for Equity Markets
06 Apr 2021
Contributed by Lukas
With valuations and rising interest rates, Goldman Sachs' Brett Nelson, head of tactical asset allocation for the Investment Strategy Group, discusses...
A Guide to Bubbles and Why We Are Not in One
30 Mar 2021
Contributed by Lukas
A new report from Goldman Sachs Global Investment Research examines the history of financial bubbles and the qualifications for what defines one. Pete...
How Supply-Chain Disruptions Are Impacting Inflation
26 Mar 2021
Contributed by Lukas
As supply-chain disruptions cause delays and higher prices, Global Investment Research’s Joseph Briggs explains the impact on inflation and the rate...
Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors
23 Mar 2021
Contributed by Lukas
In this special episode, four leaders across Goldman Sachs—Alec Phillips of Goldman Sachs Research, Amelia Garnett of Global Markets, Susie Scher of...
The State of U.S. Corporate Pensions
19 Mar 2021
Contributed by Lukas
Rising interest rates in 2021 have bolstered the funding status of corporate defined pension plans to their highest levels in years. Goldman Sachs Ass...
The Case for Investing in Black Women
16 Mar 2021
Contributed by Lukas
In this episode, Gizelle George-Joseph of Goldman Sachs Research discusses the staggering gaps Black women face across a range of economic measures—...
Higher Rates Unlikely to Derail the US Housing Market Strength
12 Mar 2021
Contributed by Lukas
Marty Young of Goldman Sachs Research discusses his team’s new report on the US housing market, one of the most rate-sensitive sectors of the US eco...
How Hedge Funds are Navigating a Volatile Market
09 Mar 2021
Contributed by Lukas
Diana Dieckman and Freddie Parker of Prime Service within Goldman Sachs’ Global Markets Division talk about the state of the hedge fund industry and...
Markets Update: Cryptocurrency Trading
05 Mar 2021
Contributed by Lukas
Mathew McDermott, head of Digital Assets for Goldman Sachs’ Global Markets Division, discusses the cryptocurrency trading environment for institutio...
The Short and Long of Recent Volatility
03 Mar 2021
Contributed by Lukas
The volatile start to 2021—with some heavily-shorted stocks unexpectedly skyrocketing in late January—seemed to have subsided. But with some of th...
How Healthcare CIOs Are Investing Capital Through a Public Health Crisis
02 Mar 2021
Contributed by Lukas
Paget MacColl, co-head of the Americas Institutional Client Business within Goldman Sachs Asset Management, shares takeaways from GSAM’s annual heal...
How Small Businesses Are Faring Entering Year Two of the Pandemic
26 Feb 2021
Contributed by Lukas
To start the episode, Joe Wall of Goldman Sachs’ Office of Government Affairs gives an overview of survey results from nearly 1,300 Goldman Sachs Sm...
Digital Transformation and the Future of Software
23 Feb 2021
Contributed by Lukas
Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the ...
Markets Update: Inflation and Equities
19 Feb 2021
Contributed by Lukas
Peter Oppenheimer, Goldman Sachs’ chief global equity strategist and head of Macro Research in Europe, talks about why the changing mix of policy su...
Big, Bold, Strategic Moves: The 2021 M&A Outlook
16 Feb 2021
Contributed by Lukas
Stephan Feldgoise and Mark Sorrell, co-heads of global mergers & acquisitions in Goldman Sachs’ Investment Banking Division, discuss the key drivers...
The Outlook for Airlines in 2021
12 Feb 2021
Contributed by Lukas
Catie O’Brien of Goldman Sachs Research talks about her outlook for the airline industry in 2021 and why her team is forecasting an uptick in demand...
2021 Investment Outlook: “US Resilient”
09 Feb 2021
Contributed by Lukas
Sharmin Mossavar-Rahmani, Chief Investment Officer for Goldman Sachs Private Wealth Management, discusses her team’s investment outlook for 2021 and...
Markets Update: The Rise of Retail Investing
05 Feb 2021
Contributed by Lukas
Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual inv...
Special Episode: The Rise of Retail Investing and Its Impact Across Market Participants
04 Feb 2021
Contributed by Lukas
In this special episode, four leaders across Goldman Sachs—Raj Mahajan of the Global Markets Division, John Marshall of Goldman Sachs Research, Lizz...
The IPO SPAC-Tacle
02 Feb 2021
Contributed by Lukas
With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top ...
The IPO SPAC-Tacle
02 Feb 2021
Contributed by Lukas
With the strength of the IPO market and the surge in IPOs via SPACs continuing into 2021, host Allison Nathan, creator and editor of the firm’s Top ...
Markets Update: January’s Record Inflows and Retail Trading Boom
29 Jan 2021
Contributed by Lukas
Scott Rubner of Goldman Sachs' Global Markets Division recaps historic inflows into global equities in January and talks about the ongoing retail trad...
France’s Economic Environment for 2021
26 Jan 2021
Contributed by Lukas
Pierre Hudry, head of Goldman Sachs' Paris office, talks about the landscape in France for both small businesses and large corporations as the economy...
Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals
22 Jan 2021
Contributed by Lukas
One year after Goldman Sachs’ first-ever Investor Day, Stephen Scherr, the firm’s Chief Financial Officer, provides an update on how the firm is t...
Policy Outlook for the Year Ahead
20 Jan 2021
Contributed by Lukas
Alec Phillips, chief political economist for Goldman Sachs Research, talks about the policy outlook for the year ahead. Learn more about your ad choi...
Markets Update: Emerging Markets in 2021
15 Jan 2021
Contributed by Lukas
Jennifer Roth of Goldman Sachs' Global Markets Division gives a quick update on why investors have been turning to emerging markets amid the global ba...
Companies Continue to Turn to SPACs for Greater Flexibility
12 Jan 2021
Contributed by Lukas
Olympia McNerney of Goldman Sachs’ Investment Banking Division talks about the continued momentum behind SPACs as an alternative path for companies ...
Markets Update: 2021 Global Growth Outlook
08 Jan 2021
Contributed by Lukas
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-co...
What’s Included in the $900 Billion US Stimulus Package?
21 Dec 2020
Contributed by Lukas
Joe Wall of Goldman Sachs’ Office of Government Affairs explains what’s included -- and what’s not – in the US’ second stimulus package of 2...
Markets Update: Financial Services Outlook
18 Dec 2020
Contributed by Lukas
Richard Ramsden, business unit leader of the Financials Group for Goldman Sachs Research, provides an update on the financial services industry and th...
The Outlook for a Commodities Bull Market in 2021
15 Dec 2020
Contributed by Lukas
Jeff Currie, head of Commodities Research for Goldman Sachs Research, talks about why his team is bullish on commodities for 2021. Learn more about yo...
Markets Update: Looking Back on 2020’s Roller Coaster Ride
11 Dec 2020
Contributed by Lukas
Drew Pavlovich of Goldman Sachs’ Consumer and Wealth Division recaps a historic year in financial markets and talks about how clients are positionin...
Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs
08 Dec 2020
Contributed by Lukas
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 ...
Markets Update: What Investors Are Watching Going into Year-End
04 Dec 2020
Contributed by Lukas
Moran Forman of Goldman Sachs’ Global Markets Division gives her take on how institutional investors are viewing market pricing and volatility going...
November Wrap: Record Inflows into Global Equities
01 Dec 2020
Contributed by Lukas
Scott Rubner of Goldman Sachs' Global Markets Division breaks down the record-setting November in equity markets and talks about investor sentiment go...
Asia-Pacific Economic Outlook for 2021
24 Nov 2020
Contributed by Lukas
Andrew Tilton, chief Asia-Pacific economist for Goldman Sachs Research, talks about his team’s economic outlook for Asia-Pacific in 2021, and why th...
Markets Update: The Bull Run in 2021
20 Nov 2020
Contributed by Lukas
Goldman Sachs Research remains confident about the global recovery in 2021, says Peter Oppenheimer, the firm’s chief global equity strategist. “We...
Germany’s Economic Recovery
17 Nov 2020
Contributed by Lukas
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 o...
Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P
13 Nov 2020
Contributed by Lukas
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 ah...
Vaccine Progress and What’s Next
12 Nov 2020
Contributed by Lukas
Salveen Richter, lead analyst for the US Biotechnology sector in Goldman Sachs Research, talks about Pfizer’s clinical-trial results for its COVID-...
What’s In Store For The Dollar
10 Nov 2020
Contributed by Lukas
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 sha...
Client Call: Macro Outlook 2021
09 Nov 2020
Contributed by Lukas
Jan Hatzius, Chief Economist for Goldman Sachs, and Alec Phillips, Chief Political Economist, discuss the outlook for economic recovery and the impact...
Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election
06 Nov 2020
Contributed by Lukas
Ashok Varadhan, global co-head of Goldman Sachs’ Global Markets Division, on how markets have moved in response to the US election and what investor...
Markets Update: Investors Anticipate Next Week’s US Election
30 Oct 2020
Contributed by Lukas
Amelia Garnett of Goldman Sachs' Global Markets Division talks about the key conversations she's having with investors ahead of the November 3rd elect...
How Entrepreneurs are Leading Their Companies Through an Unexpected Year
27 Oct 2020
Contributed by Lukas
From the 2020 virtual Builders + Innovators Summit, Goldman Sachs' Kim Posnett speaks with two founders -- Irving Fain of Bowery Farming and Sheila Gu...
Markets Update: Election Outlook
22 Oct 2020
Contributed by Lukas
Alec Phillips, chief US political economist for Goldman Sachs Research, provides an update on investors’ expectations for the upcoming election on N...
An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street
20 Oct 2020
Contributed by Lukas
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 Lo...
Markets Update: Taking Stock of Year-to-Date Performance
16 Oct 2020
Contributed by Lukas
Tony Pasquariello of Goldman Sachs' Global Markets Division gives an update on US equity performance and why 2020 has driven so much trading activity....
The State of Small Businesses in the U.K.
15 Oct 2020
Contributed by Lukas
Charlotte Keenan, head of the Office of Corporate Engagement’s international responsibilities, talks about how small businesses in the U.K. are pivo...
Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical
09 Oct 2020
Contributed by Lukas
Jason Mathews of Goldman Sachs’ Global Markets Division explains what the futures market indicates about investors’ outlook for the election and a...
Retirement Plans’ Rocky 2020…and Where Investors Go from Here
06 Oct 2020
Contributed by Lukas
Mike Moran, senior pension strategist for Goldman Sachs Asset Management, discusses how COVID-19 and the resulting market volatility have impacted def...
Beyond 2020: Post-Election Policies
05 Oct 2020
Contributed by Lukas
The US presidential election is shaping up to be one of the most contentious and consequential in modern history, making its potential policy, growth ...
Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
02 Oct 2020
Contributed by Lukas
Back in February, Erin Riley of Goldman Sachs’ Markets Coverage Group was our first podcast guest to discuss the coronavirus and its implications fo...
Innovation in the Industrials Sector
29 Sep 2020
Contributed by Lukas
Matt McClure, co-head of the Global Industrials Group in Goldman Sachs' Investment Banking Division, discusses the high volume and velocity of deal ac...
The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy
28 Sep 2020
Contributed by Lukas
As the pandemic has increased our reliance on digital platforms and services, debate around tech regulation has come into the spotlight, from antitrus...
Markets Update: How Emerging-Market Economies are Navigating a Recovery
25 Sep 2020
Contributed by Lukas
Jennifer Roth of Goldman Sachs’ Global Markets Division talks about how emerging-market economies are trying to steer their way toward a recovery, a...
The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age
22 Sep 2020
Contributed by Lukas
As lockdown measures turned our real lives digital, we’ve looked to social media to connect with the outside world. This has only accelerated trends...
The Battle for Our Screens, Part 2: The Future of Work
22 Sep 2020
Contributed by Lukas
The pandemic began a massive, unexpected work-from-home experiment. That has led companies to rely on technology in new ways to keep their employees c...
The Battle for Our Screens, Part 1: The Race to Entertain Us
22 Sep 2020
Contributed by Lukas
Staying at home has resulted in sharp increases in streaming-video consumption, as well as entertainment companies moving some of their big releases f...
Markets Update: September Turbulence
18 Sep 2020
Contributed by Lukas
Tony Pasquariello of Goldman Sachs' Global Markets Division explains how and why major stock market indices have backtracked somewhat from record high...
Pandemic Perspectives: Insights from Our First Virtual Intern Class
15 Sep 2020
Contributed by Lukas
Three interns from Goldman Sachs' first virtual intern class share their perspectives with Bentley de Beyer, global head of Human Capital Management. ...
Markets Update: European Leveraged Capital Markets
11 Sep 2020
Contributed by Lukas
Dominic Ashcroft and Luke Gillam, co-heads of EMEA Leveraged Capital Markets in Goldman Sachs’ Investment Banking Division, talk about the “cautio...
Exploring the Founder Journey with Launch With GS CEOs
09 Sep 2020
Contributed by Lukas
Goldman Sachs’ Chief Strategy Officer Stephanie Cohen talks with three "Launch with GS" CEOs about their founder journeys and lessons learned while ...
Markets Update: Subdued Mood as S&P 500 Hits Record Highs
21 Aug 2020
Contributed by Lukas
Michael Cassell of Goldman Sachs' Global Markets Division talks about the cautious optimism with which investors are viewing the current equity market...
The Latest Outlook for U.S. Equities
19 Aug 2020
Contributed by Lukas
David Kostin, Goldman Sachs' chief U.S. equity strategist, shares Goldman Sachs Research's latest forecasts for the S&P 500. Learn more about your ad ...