Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise growth and improve investor returns in the region? In the latest episode, experts debate whether the current moment will go down as a seized—or (another) missed—op ... Show More
Aug 18
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, trying to envision what the world might look like in a decade and building portfolios around nascent opportunities. In an interview with Gold ... Show More
43m 47s
Aug 13
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, senior FX strategist in Goldman Sachs Research, and Praneet Shah, global head of FX options trading in Global Banking & Markets, discuss why ... Show More
27m 13s
Aug 7
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-focused asset manager overseeing $70 billion. They discuss how credit markets have evolved during Tananbaum’s career, his framework for anal ... Show More
29m 8s
Mar 2025
Europe’s Asian pivot: India and the quest for strategic autonomy
<p>This week, <strong>Mark Leonard</strong> hosts an expert panel to dive into Europe’s evolving relationships with Asia amid the uncertainties of the Trump administration. Joining from Berlin is <strong>Janka Oertel</strong>, head of ECFR’s Asia programme; from London,<strong> J ... Show More
29m 34s