Goldman Sachs Exchanges

Podcast von Goldman Sachs

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

 Gestern -  24 min

Will legal challenges end the trade war?

A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

 03. Juni 2025 -  16 min

How AI, tariffs, and the energy transition are reshaping infrastructure investing

AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

 27. Mai 2025 -  24 min

A world of opportunity: Rob Citrone’s best ideas

Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

 22. Mai 2025 -  22 min

Is Fed independence at risk?

In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode explores the latest Top of Mind report [https://www.goldmansachs.com/insights/top-of-mind/fed-independence-how-concerning]. This episode was recorded on April 30, May 6, and May 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]