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

Aug 5

How AI Debt Is Reshaping Credit Markets

Credit markets are playing a growing role in the buildout of artificial intelligence, with nearly $500 billion of AI-related debt issuance so far in 2026, according to estimates from Goldman Sachs Research. Amanda Lynam, head of credit strategy research, and Zach Ablon, head of t ... Show More

25m 21s

Jul 28

What the Surge in IPOs Means for Investors

US IPO issuance has surged to a record high in 2026. But this resurgence raises two concerns for the equity market: whether it is flashing a late-cycle warning sign and whether the market can digest so much new issuance. Jay Ritter of The IPO Initiative and Owen Lamont of Acadian ... Show More

20m 7s

Sep 2021

The future of vaccines

The founders of German biotechnology company BioNTech were researching how to fight cancers using messenger RNA, "the unloved cousin of DNA", when covid-19 first appeared and they realised mRNA could be used to make a vaccine for the disease. Financial Times journalist Joe Miller ... Show More

17m 28s

Jun 2024

Leading with science: A deep dive on biotech

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More

17m 43s

Sep 2023

Business and science: How risky is SynBio?

For all the exciting developments in the synthetic biology industry, there are also concerns. People can edit genes in their garages these days, so who’s regulating this space?Plus - we’ll hear about the exciting new business models with biology at their core, including one of th ... Show More

17m 26s

Sep 2023

Business and science: What you need to know about SynBio

In this week’s series focusing on business and science, we start things off by looking at the world of synthetic biology.The industry is estimated to be worth around $30bn in the next few years, but how is that money actually made?We speak to businesses across the world to find o ... Show More

17m 28s

Aug 2020

430. Will a Covid-19 Vaccine Change the Future of Medical Research?

<p>We explore the science, scalability, and (of course) economics surrounding the global vaccine race. Guests include the chief medical officer of the first U.S. firm to go to Phase 3 trials with a vaccine candidate; a former F.D.A. commissioner who’s been warning of a pandemic f ... Show More

58m 24s

Jan 2024

The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ... Show More

35m 13s

Nov 2020

Biden's Pandemic Plan And The Vaccine Effect On The Stock Market | WBW

<p>In this episode of Millionaire Mindcast, we have the dynamic duo covering what happen this past week with economy, Biden's pandemic plan and how is the Markets reacting to the latest news on a Covid Vaccine. This and more on today's episode. Tune-in, Enjoy! </p> <p>Enter ... Show More

44m 26s

Nov 2020

The Vaccine (EP.176)

On this week's show we discuss what a vaccine would mean for the markets and economy, why a post-pandemic market will be so difficult to handicap, the potential for a massive boom post-vaccine, market moves after the election, corporate America as our strongest institution, why t ... Show More

36m 57s

Why We’re In a ‘Golden Age’ of Life Scie...