Oct 30

Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout

The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop land, secure a grid connection, and build the power supply, says Brookfield Asset Management CEO Connor Teskey on Goldman Sachs Exchanges: G ... Show More

35m 18s

Oct 27

Goldman Sachs Chairman and CEO David Solomon on AI: Implementation, Accountability, and Jobs

With the right “rules of the road,” advancing AI doesn’t have to be a choice between innovation and safety, says David Solomon, chairman and CEO of Goldman Sachs. He also explains why he’s optimistic about AI’s impact on the job market in this episode of the Exchanges podcast. Ke ... Show More

16m 52s

Oct 23

Why Oil Prices Are Surging Despite Recovering Supply

Middle East crude flows have rebounded, but precautionary buying and portfolio hedging are among the factors keeping prices elevated, says Daan Struyven, co-head of Global Commodities Research and head of Oil Research, on the Goldman Sachs Exchanges podcast. Key takeaways: Precau ... Show More

14m 13s

Sep 2022

U.S. Economy: The Fed Continues to Fight Inflation

After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ... Show More

7m 37s

May 2021

Andrew Sheets: Inflation - Is It Here to Stay?

The debate over inflation was center stage this week and although the current environment is a far cry from the 1970s, rising prices could mean complications for both companies and central banks.

3m 48s

Aug 2023

22 - Are We Nearing the End of the Dark Inflation Tunnel?

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ... Show More

19m 49s

Mar 2023

Global Economy: Central Bank Policy in a Time of Volatility

As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.<br ... Show More

9m 3s

Aug 2024

Could stubborn central banks drive us to debt deflation?

The last time interest rates were this high they came down rather fast. This time central bankers are determined to manage a slow unwind and deliver a return to growth without wreaking havoc on the economy. Will they be successful? This week Steve Keen argues the high interest ra ... Show More

35m 26s

Feb 2025

The 1982 playbook

After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Husse ... Show More

10m 12s

Apr 2024

What Does 3.5% Inflation Really Mean?

On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ... Show More

6m 38s

May 2022

Time to Panic?

Felix and Mihir discuss the turmoil in financial markets and how best to respond as an investor or a corporate executive. Is it time to panic? What is the longer-term outlook for the economy? Will the Federal Reserve be able to tame inflation without causing a recession? They als ... Show More

34m 54s

Will Slaying Inflation Require Recession...