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
Jul 8
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
15m 49s
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 28s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
Oct 2020
Ep 173, presented by the European Commission: Pandemic politics — Farming feuds — Hospitality hopes
Political activity in a pandemic, transatlantic turbulence, the EU's farming future and what the hospitality industry wants from politicians to weather the coronavirus crisis are all up for debate in this episode of EU Confidential. POLITICO's Andrew Gray, Rym Momtaz and Matthew ... Show More
34m 14s
Jan 2019
Surveillance: Europe Better Off Without the Euro, Bootle Says
John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, Morris Reid, Mercury LLC Partner, and Tony Gardner, Former U.S. Ambassador to the EU, discuss their expectations for the World Economic Forum starting Monday in Davos. Julian Emanuel, BTIG Chief Equity & Derivatives ... Show More
29m 42s
Jun 2021
Biden in Europe — Back to Strasbourg — Transatlantic talk
Joe Biden's trip to Europe, an interview with Germany's transatlantic coordinator, the European Parliament's strange return to Strasbourg, and a brewing Brussels brouhaha over the French language all feature in this episode. As Biden makes his first overseas presidential trip for ... Show More
38m 42s
Oct 2022
EU Energy summit continues
As European Union leaders meet in Prague to discuss concerns over energy supplies and capping prices, we hear from Kathryn Porter energy consultant at Watt-Logic consultancy, who tells us the challenges faced in getting a consensus on the issues.
Daniel Zhao, Lead Economist & Sen ... Show More
27m 49s