Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout
The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop...
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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 649 episodesGoldman Sachs Chairman and CEO David Solomon on AI: Implementation, Accountability, and Jobs
With the right “rules of the road,” advancing AI doesn’t have to be a choice between innovation and safety, says David Solomon, chairman and...
Why Oil Prices Are Surging Despite Recovering Supply
Middle East crude flows have rebounded, but precautionary buying and portfolio hedging are among the factors keeping prices elevated, says D...
Where Chinese Exports Are Gaining the Most Market Share
Chinese exports are surging worldwide—and particularly in emerging markets, says Trina Chen, co-head of Greater China Equity Research. In th...
Inside the Revival of Venture Capital Liquidity with an Industry Pioneer
As liquidity in venture capital declines, the secondary market is increasingly important for investors and companies, says Hans Swildens, pa...
How Family Businesses Should Plan for Generational Success
Companies with significant family ownership generate roughly 70% of global economic output and 60% of the world’s jobs. However, only three...
Why Markets May Be Pricing in Too Many Fed Rate Hikes
Markets may be pricing in more tightening by the Federal Reserve than is warranted due to a divergence playing out in the economy, according...
Rich Friedman on the Rise of Private Markets and AI Investing
Rich Friedman, chairman of Goldman Sachs Asset Management, says there are still plenty of investment opportunities in private equity, even a...
Why Global Bond Yields Are Surging
Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy...
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...
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...