Episodes

  • Falling rates: A salve for real estate?

    Falling rates: A salve for real estate?
    Sep 24 2024
    The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commercial real estate as well as the implications for housing.
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    27 mins
  • How Sequoia Capital’s Roelof Botha is forging the future

    How Sequoia Capital’s Roelof Botha is forging the future
    Sep 20 2024
    Sequoia Capital’s Roelof Botha, one of Silicon Valley’s most highly respected investors, discusses his career, Sequoia’s unique culture and investment processes, and how he finds and builds enduring businesses.
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    1 hr
  • Why China’s economy is struggling

    Why China’s economy is struggling
    Sep 17 2024
    After a stronger-than-expected start to the year, China’s economy is showing signs of weakening as the world’s second-largest economy struggles with a real estate downturn, slowing consumer spending, and geopolitical tensions. Goldman Sachs Research’s Hui Shan, chief China economist, shares her outlook for China’s growth.
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    19 mins
  • Private equity investing with Blackstone’s Joe Baratta

    Private equity investing with Blackstone’s Joe Baratta
    Sep 10 2024
    Blackstone’s Global Head of Private Equity Joe Baratta shares his outlook for the private equity industry, the macro environment today, and his evolution as a leader.
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    40 mins
  • Will Fed policy trigger a US recession?

    Will Fed policy trigger a US recession?
    Sep 5 2024
    Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Reserve policy be to blame? In the latest episode of Goldman Sachs Exchanges, Allison Nathan discusses these questions with three top economic minds: Claudia Sahm, the creator of the “Sahm rule” and Chief Economist at New Century Advisors, former Federal Reserve Bank of New York President Bill Dudley, and Goldman Sachs Vice Chairman and former Federal Reserve Bank of Dallas President Rob Kaplan. This episode explores the latest Top of Mind report, “Is the Fed behind the curve?”
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    26 mins
  • Women in the workforce: Analyzing the gains and gaps

    Women in the workforce: Analyzing the gains and gaps
    Aug 20 2024
    Twenty-five years ago, Goldman Sachs research analyst Kathy Matsui wrote a report about the Japanese economy called Womenomics, stating that future potential economic growth will depend on increased female labor participation. So how much progress has been made in Japan and around the world? Sharon Bell, Senior Strategist on the European Portfolio Strategy Team within Goldman Sachs Research, and Asahi Pompey, Goldman Sachs Global Head of Corporate Engagement and President of the Goldman Sachs Foundation, discuss the gains — and gaps — in female workforce participation and the impact to economic growth.
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    28 mins
  • How a popular trade collapsed — and why it matters

    How a popular trade collapsed — and why it matters
    Aug 13 2024
    The rapid unwinding of the Japanese yen carry trade is rippling through global markets. Goldman Sachs Research’s Kamakshya Trivedi, head of Global Foreign Exchange, Interest Rates, and Emerging Markets Strategy, and Praneet Shah, co-head of Global G10 FX Options Trading in Global Banking & Markets, explain the carry trade, why it matters, and the implications for investment portfolios.
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    26 mins
  • Why recession fears are likely overblown

    Why recession fears are likely overblown
    Aug 6 2024
    Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown.
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    17 mins