How Will Less Fed Transparency Affect Markets and the Economy?
Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Ste...
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Exchanges at Goldman Sachs
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
20 of 640 episodes
Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity
Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approa...
The Outlook for Data Center Power Demand as AI Token Use Grows
Global data center power demand could rise 170% by 2030 from 2025 levels according to Goldman Sachs Research’s Brian Singer and Carly Davenp...
Building AI Systems for Capital Markets
Key takeaways: The "demo versus product" gap: An AI demo is judged on its best day, but an institutional-grade product is judged on its wors...
Wellington’s Jean Hynes on the Art of Investing and Finding New Markets
Jean Hynes, CEO of Wellington Management, has more than 35 years of experience at the firm. But she spends most of her time looking ahead, t...
What the US-Japan Currency Intervention Means for the Yen, Rates, and the Dollar
The US and Japan coordinated on the biggest currency market intervention in 15 years, helping to stabilize a weakening yen. Karen Fishman, s...
Steven Tananbaum: The Evolution of Credit Investing and AI Opportunities
Goldman Sachs President John Waldron speaks with Steven Tananbaum, CIO of GoldenTree Asset Management, about how GoldenTree became a credit-...
How AI Debt Is Reshaping Credit Markets
Credit markets are playing a growing role in the buildout of artificial intelligence, with nearly $500 billion of AI-related debt issuance s...
What the Surge in IPOs Means for Investors
US IPO issuance has surged to a record high in 2026. But this resurgence raises two concerns for the equity market: whether it is flashing a...
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and es...
The Growth of the Space Industry
Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarul...
Ken Griffin on US-China Tensions and AI
Ken Griffin, the founder and CEO of Citadel, expects agentic artificial intelligence (AI) to enable a “golden age” of entrepreneurship and e...
How Will AI Affect Jobs?
Rapid improvements in AI capabilities and growing corporate adoption have led to predictions that the technology could spark large-scale job...
What the IPO Boom Tells Us
IPO activity has been on the rise in 2026. What does that tell us about investor sentiment, and what impact could the IPO boom have on US eq...
Maverick Capital Co-CIOs on Finding the AI Winners
Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three d...
How the US-Iran Deal Could Affect Oil Prices
Oil prices are expected to fall further following news that the US and Iran agreed to end hostilities and reopen the Strait of Hormuz. But o...
Private Markets at an Inflection Point
Private markets have stalled since interest rates started to rise in 2022, even as public markets have climbed to new highs. But a period of...
The AI Investment Boom: When Will It Pay Off?
The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enter...
‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy
Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recor...
Can the Asia Equity Rally Continue?
The equity story across Asia has split into two very different paths this year, with North Asian markets pulling ahead on the strength of th...