Exchanges
Episodes
At the Movies: Battling Box-Office Blues in an Age of Streaming
24 May 2018
Contributed by Lukas
From subscription services with generous discounts on concessions to comfier theaters, the film industry is moving aggressively to get more people off...
Beyond VR and AR: Extended Reality to Transform Our Lives as Consumers
21 May 2018
Contributed by Lukas
It's not a matter of if Extended Reality (XR) will touch all aspects of our lives-it's a matter of when, says Heather Bellini of Goldman Sachs Researc...
eSports: The New Global Pastime
08 May 2018
Contributed by Lukas
eSports - professional video gaming - has over 350 million viewers worldwide. In this episode, Ryan Nolan, global head of digital gaming in Goldman Sa...
Oil Investing Enters "The Age of Restraint"
27 Apr 2018
Contributed by Lukas
The oil and natural gas investment cycle is entering an "age of restraint," according to a newly-published report from Goldman Sachs Research. In this...
Is Bitcoin a (Bursting) Bubble?
19 Apr 2018
Contributed by Lukas
As cryptocurrency volatility continues, Steve Strongin, Charlie Himmelberg and Jeff Currie of Goldman Sachs Research reaffirm their cautious stance on...
From Mobile Wallets to Blockchain: How Fintech is Growing Up
05 Apr 2018
Contributed by Lukas
The fintech sector has been evolving rapidly as new startups emerge and large financial institutions figure out how to adapt...or else get left behind...
In Their Own Words: 10,000 Small Businesses on Challenges to Growth
23 Mar 2018
Contributed by Lukas
Small businesses make up over 99 percent of all U.S. enterprises, and they employ 60 million Americans, nearly half the national workforce. In this ep...
The Rate Stuff: What Markets Are Saying About the Macro Outlook
12 Mar 2018
Contributed by Lukas
What are the markets telling us about expectations for the economy and monetary policy? We sat down with Francesco Garzarelli, co-chief markets econo...
How Podcasts Are Creating The "Second Golden Age of Audio"
23 Feb 2018
Contributed by Lukas
The popularity of podcasts is surging, as millions of listeners turn to their smartphones each day for audio content ranging from quick news to immers...
(Un)Steady as She Goes: 2018 Investment Outlook
09 Feb 2018
Contributed by Lukas
The U.S. is in its second-longest equity bull market in the post WWII-era, at nearly nine years. Can financial markets continue on their upward course...
"Once-in-a-Generation" Energy Shift...Plus Investment Banking Outlook for Latin America
02 Feb 2018
Contributed by Lukas
"We are looking at a once-in-a-generation secular change in the way we produce power," says Gonzalo Garcia, co-head of the Global Natural Resources Gr...
President Trump, Year Two: What's Next on the Agenda?
25 Jan 2018
Contributed by Lukas
Now over the hurdle of tax reform, the question becomes which political priorities the Trump Administration will tackle next. Alec Phillips, chief US ...
Closer Than You Think: What the Future Looks Like to Venture Capital
08 Jan 2018
Contributed by Lukas
Venture capital has taken on a higher profile in the public imagination in recent years, thanks to the dramatic success of several early bets that hav...
In the Face of Brexit, Business as Usual in Europe... But For How Long?
20 Dec 2017
Contributed by Lukas
The year's most notable elections in Europe produced largely market-friendly results, stability that has helped support the deal-making environment ac...
Tax Reform, Bitcoin and the Year Ahead for Financials
14 Dec 2017
Contributed by Lukas
Banks in the United States are well-positioned to benefit from corporate tax reform, says Goldman Sachs Research's Richard Ramsden. What's less clear ...
The "Pay-As-You-Go" Car and the Future of Mobility
06 Dec 2017
Contributed by Lukas
Ride-hailing companies are poised for explosive growth over the next decade, according to Stefan Burgstaller, head of European industrials equity rese...
The Method in the Madness: Adam Lowry and Eric Ryan on Starting Up All Over Again
22 Nov 2017
Contributed by Lukas
Eric Ryan and Adam Lowry were childhood friends who started a business together. Then it got crazy. They discuss building Method, the innovative homec...
Building Brands, Creating Communities: Beautycounter and Zola
22 Nov 2017
Contributed by Lukas
From the 2017 Goldman Sachs Builders + Innovators Summit: Shan-Lyn Ma, co-founder and CEO of online wedding destination Zola, and Gregg Renfrew, found...
Three Views on Impact Investing
07 Nov 2017
Contributed by Lukas
Hugh Lawson, head of Goldman Sachs Asset Management's Institutional Client Strategy and ESG and Impact investing efforts, is joined by Scott Brown, CE...
The Bear Necessities
30 Oct 2017
Contributed by Lukas
Eight years into the "most unloved" bull market in history, many investors are asking how much longer the upswing can last. Peter Oppenheimer, chief g...
Goldman Sachs President Harvey Schwartz on Mentorship, Markets and More
19 Oct 2017
Contributed by Lukas
Harvey Schwartz, president and co-COO of Goldman Sachs, took a year off after high school, though it wasn't part of any kind of grand plan - he readil...
A Conversation with Goldman Sachs President David Solomon
13 Oct 2017
Contributed by Lukas
Markets are up, volatility is down and clients have questions. David Solomon, president and co-COO of Goldman Sachs, discusses the rise in passive inv...
Flux, Friction and the Next Phase of Globalization
09 Oct 2017
Contributed by Lukas
After a distinguished career in politics that included roles as prime minister of Portugal and president of the European Commission, José Manuel Barr...
The Evolution of the Equities Market
25 Sep 2017
Contributed by Lukas
Paul Russo, co-COO of the Equities Franchise in the Goldman Sachs Securities Division, explains how technological change and regulatory reform helped ...
Europe Looks to Germany
18 Sep 2017
Contributed by Lukas
Jörg Kukies, co-CEO of Goldman Sachs in Germany and Austria, discusses Germany's unique role within Europe and on the global stage during a period of...
The Store of the Future
22 Aug 2017
Contributed by Lukas
For all the pain that e-commerce has inflicted on retailers, the brick-and-mortar store is far from dead, according to Goldman Sachs Research's lead r...
Investing in Low-Carbon Asia
07 Aug 2017
Contributed by Lukas
With energy demand expected to double in Asia by 2030, and with a billion people currently without electricity, Ankur Sahu, co-head of Goldman Sachs' ...
Why Health Care's Future Is All About Value
20 Jul 2017
Contributed by Lukas
Health care is projected to make up nearly forty percent of the US federal budget by 2025. In an effort to slow down cost increases, some in the indus...
Music: Back in Black
30 Jun 2017
Contributed by Lukas
Digitization ravaged the music business, but nearly 20 years after the launch of Napster, the industry has returned to growth on the back of a "second...
Retail: Online, Offline, All the Time
16 Jun 2017
Contributed by Lukas
The retail sector is at the epicenter of technological disruption and changing consumer behavior. But according to Goldman Sachs' Kathy Elsesser, glob...
Space: The Next Investment Frontier
22 May 2017
Contributed by Lukas
Long dominated by government agencies, space is now in play for private companies and venture capitalists, who see big potential in areas like launch,...
The Metrics that Matter: A 'Mainstream' Approach to ESG
08 May 2017
Contributed by Lukas
Environmental, social and governance metrics have matured to the point where they can help mainstream investors beat their benchmarks, says Goldman Sa...
Post-Brexit Europe: A Period of Uncertainty and Opportunity
26 Apr 2017
Contributed by Lukas
The two-year negotiation process of Brexit has officially commenced amidst Europe's year of elections, meaning the broader sense of uncertainty that h...
'Peak Momentum' and a New Phase for Asian Stocks
07 Apr 2017
Contributed by Lukas
Tim Moe, chief Asia Pacific equity strategist for Goldman Sachs Research, says recent economic data indicate global growth has perhaps reached "peak m...
Manufacturing in the Digital Age: A Balancing Act for Businesses
27 Mar 2017
Contributed by Lukas
The manufacturing sector has long offered a window into the changing nature of work and the evolution of technology. Clare Scherrer, global co-head of...
Rhetoric Meets Reality in Washington
10 Mar 2017
Contributed by Lukas
President Trump's policy agenda is a source of intense interest for investors and clients around the world. Michael Paese, co-head of the Office of G...
Asia Adapts to a New Investing Climate
22 Feb 2017
Contributed by Lukas
Sheila Patel, chief executive officer of Goldman Sachs Asset Management International, shares how her discussions with clients in Asia have changed si...
China, Trump and Asia's Shifting Trade Order
07 Feb 2017
Contributed by Lukas
The United States appears poised to revisit its trading stance with China - and Asia more broadly - after the inauguration of President Donald Trump. ...
Half Full: The Case for Remaining Invested in US Equities
17 Jan 2017
Contributed by Lukas
US equities have returned nearly 300% since the trough of the global financial crisis, and now sit at historically high valuations. Sharmin Mossavar-R...
My Generation: What Your Birth Year Says about How You'll Spend
10 Jan 2017
Contributed by Lukas
Each new generation comes of age with different experiences and preferences than their parents. Goldman Sachs Research's Hugo Scott-Gall, Lindsay Druc...
Artificial Intelligence: The Apex Technology of the Information Age
27 Dec 2016
Contributed by Lukas
Artificial intelligence - the science of teaching computers to think like humans - could reshape the global economy by making both capital investments...
Gary Cohn Says Goodbye to Goldman Sachs
12 Dec 2016
Contributed by Lukas
Gary Cohn reflects on his journey from a difficult childhood struggle with dyslexia to serving as president and chief operating officer of Goldman Sac...
After the Trump Trade: The Future of Financials
12 Dec 2016
Contributed by Lukas
Investors have flocked to financials since Donald Trump's election in expectation of a steepening yield curve and regulatory reform boosting bank bott...
Taxes, Trade and More in a Trump Presidency
17 Nov 2016
Contributed by Lukas
As President-elect Donald Trump makes the transition from the campaign trail to the White House, investors will be watching carefully to determine the...
Defining the Terms of Brexit
14 Nov 2016
Contributed by Lukas
As the UK moves closer to triggering formal talks on its exit from the European Union, investors are focused on the terms of the new relationship it w...
Building Brands to Help People Live Better: Outdoor Voices and Tata Harper
31 Oct 2016
Contributed by Lukas
Tyler Haney, founder and CEO of activewear brand Outdoor Voices, and Tata Harper, founder and co-CEO of Tata Harper Skincare, are joined by Goldman Sa...
How Fintech Is Transforming Consumer Finance
13 Oct 2016
Contributed by Lukas
Purpose-driven loans - for housing, education and automobiles - comprise most of the consumer credit market, with credit cards making up most of the r...
The Evolution of the 'Long Good Buy'
27 Sep 2016
Contributed by Lukas
Quantitative easing by the world's major central banks has helped deflate bond yields and pushed valuations across asset classes to historic levels. P...
Narrowing the Jobs Gap
12 Sep 2016
Contributed by Lukas
Technology's rapid progress and expanding scope are having a significant impact on the nature of work. Steve Strongin, head of Goldman Sachs Research,...
The Changing Media Landscape: Disrupting Distribution
26 Aug 2016
Contributed by Lukas
Technology companies are entering areas traditionally dominated by the media and telecom industries, forcing legacy players to adapt. Michael Ronen an...
Emission Control: The Expanding Low Carbon Economy
12 Aug 2016
Contributed by Lukas
Until recently, low carbon technologies like wind and solar were a niche part of the global energy landscape. But Goldman Sachs Research's GS SUSTAIN ...
Brick and Mortal: Retail's Hard Lessons from E-Commerce
28 Jul 2016
Contributed by Lukas
Heath Terry and Matt Fassler of Goldman Sachs Research discuss the explosive growth of e-commerce and how brick-and-mortar retailers are contending wi...
Healthcare's Balance Between Science and Commerce
13 Jul 2016
Contributed by Lukas
Jami Rubin, business unit leader of the Healthcare Research Group for Goldman Sachs Research, discusses top trends in healthcare, including progress i...
Brexit: After the Vote
28 Jun 2016
Contributed by Lukas
The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief E...
The Big Deal about Big Data
16 Jun 2016
Contributed by Lukas
Armen Avanessians, chief investment officer of Goldman Sachs Asset Management's Quantitative Investment Strategies team, discusses how big data can he...
Bright Spots in Emerging Markets
03 Jun 2016
Contributed by Lukas
A better external backdrop is just part of the reason why emerging market assets have surprised in the first half of 2016. Kamakshya Trivedi, chief Em...
Disruption in Deutschland
19 May 2016
Contributed by Lukas
Export-heavy Germany is contending with a wave of disruptive changes that are altering the competitive landscape for both the country's largest corpor...
Whenever, Wherever: The New Model for Retail
04 May 2016
Contributed by Lukas
Kathy Elsesser, global co-head of the Consumer Retail and Healthcare Group in the Investment Banking Division at Goldman Sachs discusses how the slowd...
Niche No Longer: ESG Investing Goes Mainstream
21 Apr 2016
Contributed by Lukas
What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing direc...
Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation
06 Apr 2016
Contributed by Lukas
Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving ...
Billion Dollar Babies: Virtual Reality and the Shift to Cloud
22 Mar 2016
Contributed by Lukas
Heather Bellini, head of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual a...
"Fat and Flat" and the Market Path from Here
10 Mar 2016
Contributed by Lukas
Peter Oppenheimer, Goldman Sachs Research's chief equity strategist and head of European Macro Research, weighs in on the recent rally in equity marke...
The Markets vs. the Economy - Explaining the Disconnect
25 Feb 2016
Contributed by Lukas
Jan Hatzius, Goldman Sachs' chief economist, and Jeff Currie, global head of Commodities Research, explain why volatility in the oil, equity and credi...
Market Viewpoints - Gary Cohn on China, Commodities and Tech IPOs
09 Feb 2016
Contributed by Lukas
Gary Cohn, president and chief operating officer of Goldman Sachs, shares his perspective on the state of global markets -- including China's economic...
The Digitization of Finance
20 Jan 2016
Contributed by Lukas
Don Duet, co-head of the Technology Division at Goldman Sachs, discusses the technological transformation of the financial services industry, and how ...
Beyond the Fed Hike: The Business of Banking in 2016
06 Jan 2016
Contributed by Lukas
US banks are at an inflection point after the Federal Reserve's decision to raise its benchmark interest rate for the first time in nearly a decade. G...
The Business Case for Climate Action
18 Dec 2015
Contributed by Lukas
Kyung-Ah Park, head of Environmental Markets at Goldman Sachs, represented the firm at the UN Climate Change Conference in Paris. She discusses the hi...
Charting the Course for a Stronger South Africa
25 Nov 2015
Contributed by Lukas
Colin Coleman, head of the Investment Banking Division for Goldman Sachs in Sub-Saharan Africa, discusses South Africa's resilience amidst a challengi...
Cord Cutting Goes Prime Time
20 Nov 2015
Contributed by Lukas
In the second and third quarters of 2015, pay-TV services lost nearly one million subscribers to online streaming options. Brett Feldman and Drew Bors...
Start-Up Stories from the Builders + Innovators Summit
09 Nov 2015
Contributed by Lukas
"There's never been a better time to start a business," says Philip Krim, co-founder and CEO of Casper. He joined Mariam Naficy, founder and CEO of Mi...
China's Transition and the Outlook for Asia
20 Oct 2015
Contributed by Lukas
Timothy Moe, co-head of Macro Research in Asia for Goldman Sachs, explains why China's markets could be poised for a rebound and what China's transiti...
Cars 2025 - What Will Drive You?
12 Oct 2015
Contributed by Lukas
Stefan Burgstaller, head of European Automotive Equity Research at Goldman Sachs, discusses the innovations that could define the car of the future, i...
Flat is the New Up
09 Oct 2015
Contributed by Lukas
David Kostin, chief US equity strategist at Goldman Sachs, discusses why he sees a flatter trajectory for US stocks after an ''extraordinary run," and...
Separating Signals from Noise - Perspectives on the Future of Investing
29 Sep 2015
Contributed by Lukas
Tim O'Neill, global co-head of the Investment Management Division at Goldman Sachs, on the seduction of big data, why a market needs both active and p...
Oil: Lower for Even Longer
17 Sep 2015
Contributed by Lukas
Jeff Currie, global head of Commodities Research at Goldman Sachs, explains why prolonged oversupply and steady production out of the US and OPEC will...
Small Business in the Big Easy: Powering an Economic Revival
26 Aug 2015
Contributed by Lukas
Dina Powell, head of Goldman Sachs' Impact Investing business and president of the Goldman Sachs Foundation, discusses how investing in the New Orlean...
Brittle Markets: The Risks from Falling Liquidity
19 Aug 2015
Contributed by Lukas
Steve Strongin, head of the Global Investment Research (GIR) Division, and Charlie Himmelberg, GIR's co-head of Global Markets Research and global hea...
The Future of Finance
30 Jul 2015
Contributed by Lukas
Heath Terry and Ryan Nash, analysts in Global Investment Research at Goldman Sachs, explore how the twin forces of regulation and technology are openi...
Global Equity Markets in Flux
09 Jul 2015
Contributed by Lukas
Kathryn Koch, head of Fundamental Equity Client Portfolio Management within Goldman Sachs Asset Management, discusses key trends impacting equity mark...
The State of the Markets: Gary Cohn on Interest Rates, Liquidity and Risk Management
24 Jun 2015
Contributed by Lukas
Gary Cohn, president and chief operating officer of Goldman Sachs, discusses key issues impacting the global economic landscape, including the anticip...
Mainframes and Back Again: Lessons from 25 Years in Technology
05 Jun 2015
Contributed by Lukas
R. Martin Chavez, chief information officer of Goldman Sachs, discusses some of the game-changing trends in technology today -- including the shift to...
A Conversation with Lloyd Blankfein
20 May 2015
Contributed by Lukas
Lloyd Blankfein, chairman and CEO of Goldman Sachs, discusses a range of global economic issues -- including the United States' evolving policies on t...
Planes, Brains and Automobiles: The Future of Innovation
05 May 2015
Contributed by Lukas
Hugo Scott-Gall, head of Thematic Research at Goldman Sachs, discusses the disruptive innovations that dominated discussion at the Goldman Sachs Innov...
The UK Macro Environment
23 Apr 2015
Contributed by Lukas
Kevin Daly, senior European economist in Global Investment Research at Goldman Sachs, discusses factors influencing the growth outlook in the UK, incl...
Revitalizing Communities Through Impact Investing
15 Apr 2015
Contributed by Lukas
Margaret Anadu, a managing director in the Urban Investment Group at Goldman Sachs, discusses impact investing and the firm's efforts to help rebuild ...
Artificial Intelligence: The Next Wave of Disruption
01 Apr 2015
Contributed by Lukas
George Lee, chief information officer for the Investment Banking Division at Goldman Sachs, discusses the disruptive potential of artificial intellige...
The Long-term Potential of the Growth Markets
20 Mar 2015
Contributed by Lukas
Michael Sherwood, a vice chairman of Goldman Sachs and co-CEO of Goldman Sachs International, discusses the economic potential of Growth Markets aroun...
The Future of the US-China Economic Relationship
05 Mar 2015
Contributed by Lukas
Mark Schwartz, a vice chairman of Goldman Sachs and chairman of Goldman Sachs Asia Pacific, discusses China's reform efforts, future growth and prospe...
The Global Growth Landscape
17 Feb 2015
Contributed by Lukas
Sheila Patel, chief executive officer of International Goldman Sachs Asset Management, discusses what makes 2015 a "year of change" for investors. ...
The New Oil Order
08 Jan 2015
Contributed by Lukas
Jeff Currie, global head of Commodities Research at Goldman Sachs, discusses the surge in US oil production, the changing role of OPEC and how lower o...
Macro Themes for Fixed Income Investors in 2015
19 Dec 2014
Contributed by Lukas
Jonathan Beinner, chief investment officer of Global Fixed Income at Goldman Sachs Asset Management (GSAM), discusses trends for investors to watch in...
A Revolution in Cancer Treatment
05 Dec 2014
Contributed by Lukas
Jami Rubin, head of US healthcare research at Goldman Sachs, discusses how immuno-oncology is transforming the treatment of cancer. This p...