India’s digital transformation is driving a surge in tech IPOs that is reshaping its markets and economy. Goldman Sachs Research’s Tim Moe, Sunil Koul and Santanu Sengupta explain the drivers that are powering economic growth and markets, fueling IPOs and creating emerging investment opportunities.
Learn more about your ad choices. Visit megaphone.fm/adchoi ... 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
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
Oct 2023
What big tech's earnings can tell us about AI, rates and future volatility
The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, breaks down what this tells us about the tech sector and health of ... Show More
8m 4s
Oct 2023
What the volatile bond market means for investors
Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, explains the implications and why foreign buyers are flocking ... Show More
7m 16s
Jun 2023
Are there green shoots in the IPO market?
Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity Syndicate Desk in Goldman Sachs Investment Banking, joins our latest episode of ... Show More
9m 4s
Jan 2024
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01
The rumors were true. Enjoy another Episode of Bg2.
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(0:00) Introduction and discussion on current market trends
(3:12) Main topic: AI and its recent surge in venture capital investing
(14:04) Discussion on the potential issues in AI companies
... Show More
1h 9m
Nov 2023
Part 3: Achieving Net Zero Across the Entire Energy Mix
In a panel hosted by Ed Golder, Head of European Utilities & Renewables at RBC Capital Markets, experts including Hanns Koenig, Managing Director of Aurora Energy Research; Marcel Münch, SVP Finance, M&A and Investor Relations at EnBW; Dr. Frank Reiners, Chief Financial Officer a ... Show More
26m 24s
Nov 2022
2164: Sanjay Brahmawar, CEO of Software AG, The Enterprise Tech/IoT Company
Sanjay Brahmawar, CEO of enterprise tech/IoT company Software AG joins me on Tech Talks Daily to discuss why successful digital transformation hinges on two criteria. I learn more about the importance of cultural transformation and talent – and how to leverage both to modernize y ... Show More
25m 37s
Aug 2023
Stocks to Watch: The Outlook for Growth Stocks
Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn talk with Blair Boyer, co-head of the large-cap growth equity team and a large-cap growth equity portfolio manager at Jennison on the outlook for growth stocks, financial markets, industry sectors, an ... Show More
40m 19s
Feb 2024
Global X's Palandrani looks at the power in lithium and copper stocks
Pedro Palandrani, head of research at Global X, says that the continued evolution of the electric vehicle market will make it so that lithium and copper companies are the next equivalent of the Big Oil stocks, but he worries that the industries are among the most sensitive global ... Show More
59m 7s