About this episode
Jun 10
Private Markets at an Inflection Point
Private markets have stalled since interest rates started to rise in 2022, even as public markets have climbed to new highs. But a period of sustained economic growth along with rising liquidity and AI-driven innovation could help private markets rebound, according to Goldman Sac ... Show More
24m 41s
Jun 2
The AI Investment Boom: When Will It Pay Off?
The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee ... Show More
24m 10s
May 26
‘Complexity is Our Friend’: James Brocklebank on Advent's Private Equity Strategy
Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recorded on April 21st, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and ma ... Show More
31m 53s
Mar 2023
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
3m 58s
Jun 2024
Navigating the Narrow Stock Market
4m 37s
Aug 2022
Andrew Sheets: What Can We Learn from Market Prices?
<p>The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-Asset Strategist Andrew Sheets explains.</p><p><br></p><p>--- Transcript ---< ... Show More
3m 13s
Oct 2022
331: Bourse: l'heure des soldes ?
14m 16s
Jun 2022
Lions and Tigers and Bear Markets, Oh My!
Riding ups and downs is an unavoidable part of being an investor. The stock market has cycles, and right now we’re in a cycle that folks in the biz call a bear market. But how should you handle your investments during a bear market? And what is a bear market anyway? Nicole and Gu ... Show More
16m 25s
Apr 2023
What Influences Stocks to Go Up and Down?
In this week’s Talking Wealth Podcast, Dale and Janine uncover what influences stocks and the stock market to go up and down and for many, it’s unlikely to be what you might think. Underneath it all, the stock market is a thermometer of social mood and there are always signs to o ... Show More
1h 8m
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
Oct 2019
Option strategist McMillan: Until the market hits new highs, it's not a bullish chart
Lawrence McMillan, head of McMillan Analysis, said that the current range-bound market has indicators that can work for short-term trades, but nothing that really allows him to look out more than a few weeks. He is looking for the market to break through resistance at 2,993 on th ... Show More
58m 42s
Aug 2022
Mike Wilson: The Increasing Risks to Earnings
4m 18s
Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Research in Europe, explains why the bear market in stocks isn’t over. Oppenheimer’s latest research, which analyzes the characteristics of bear markets over time, ... Show More
<p>After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
<p>Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wi ... Show More
<div>Tour d'horizon des marchés: valorisation, marges, croissance des bénéfices. Combien de temps va durer le bear market ? Est-ce le moment d'acheter ?</div>
<p></p><p>Hébergé par Audiomeans. Visitez <a href="https://www.audiomeans.fr/politique-de-confidentialite">audiomeans.fr/ ... Show More
<p>With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
