Kash Rangan, lead software analyst for Goldman Sachs Research, talks about how the pandemic has accelerated investment in the software sector and the key opportunities that lie ahead.
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Nov 24
What’s Driving the Surge in Deal-Making?
Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stephan Feldgoise, head of the Global Mergers & Acquisition business in Global Banking ... Show More
16m 36s
Nov 18
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of
Goldman Sachs, discusses the uncertain outlook with Allison Nathan.
This episode was recorded on November 12, 2025.
The opinions and views expressed ... Show More
19m 54s
May 2022
Investment opportunities in genetic medicine, automation and cybersecurity
Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the dramatic changes afoot in genetic m ... Show More
24m 31s
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s
May 2024
Instant Reaction: Nvidia Forecast Shatters Estimates
Nvidia Corp., the chipmaker at the center of an artificial intelligence boom, gave another bullish sales forecast, showing that spending on AI computing remains strong. For instant reaction and analysis, host Carol Massar and Tim Stenovec speak with Bloomberg Intelligence senior ... Show More
13m 47s
Oct 2022
The next generation of investors
David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to rea ... Show More
21m 47s