With fiscal stimulus and accommodative monetary policy buoying the U.S. economic recovery, prominent economists from former Treasury Secretary Lawrence Summers to former IMF Chief Economist Olivier Blanchard have raised concerns that the U.S. economy could be headed for overheating and inflation. In the latest episode of Exchanges at Goldman Sachs: Top of Mi ... Show More
Jun 23
What the IPO Boom Tells Us
IPO activity has been on the rise in 2026. What does that tell us about investor sentiment, and what impact could the IPO boom have on US equities going forward? Ben Snider, chief US equity strategist in Goldman Sachs Research, shares his views on whether the rise in public offer ... Show More
9m 49s
Jun 18
Maverick Capital Co-CIOs on Finding the AI Winners
Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three decades: Rather than trying to time the market, the firm aims to drive performance by taking a long-term view, partnering with management tea ... Show More
22m 35s
Oct 2020
Surveillance: Recovery Risk With Deustche Bank's Ryan
Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Politic ... Show More
27m 29s
Feb 2021
Ally's Bell sounds an alarm on inflation coming this summer.
Lindsey Bell, chief investment strategist from Ally Invest, says that worries about inflation being spurred by economic stimulus are real, and while she thinks the real troubles with rising prices are still a few years off, she expects an inflation spike this year and says it cou ... Show More
58m 53s
Feb 2024
Unpacking January’s FOMC Meeting With BE’s Wong: Macro Matters
The risk of inflation re-accelerating is really in the last three months of 2024, says Anna Wong, chief US economist at Bloomberg Economics. In this episode of the Macro Matters podcast, Wong joins host and Chief US Interest Rate Strategist Ira Jersey to discuss details of the Ja ... Show More
20m 30s
Mar 2025
The week begins on a risk-off note
<p>US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs ha ... Show More
12m 22s