Amid rising interest rates, high inflation, and market volatility, a challenging macroeconomic environment is throwing individuals’ retirement readiness off track. In the latest Exchanges at Goldman Sachs, Michael Moran, a senior pension strategist in Goldman Sachs’ Asset Management Division, explains how today's complex backdrop, as well as competing financ ... Show More
Apr 28
How Warsh Could Shape Fed Policy
How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh’s potential approach to monetary policy, the balanc ... Show More
16m 1s
Apr 16
Apollo's Jim Zelter on the Future of Private Credit
Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world. This episode was recorded on March 11, 2026. The opinions and views expressed ... Show More
37m 34s
Oct 2021
244: Finance Friday: Why a $1M Retirement Goal Isn’t Far Fetched For Late Starters
Retirement planning can be complicated when you have so many options to choose from. Do you stick with the Roth IRA, the 401k, the Roth 401k, your employee pension plan, or solely invest in stocks and real estate? With all these different types of accounts and their numerous bene ... Show More
58m 56s
Dec 2021
Hope is NOT a Retirement Strategy
Retirement fund giant, CALPERS, voted in early November to use borrowed money and alternative assets to meet its investment-return target, even after lowering that target just a few months ago. Today’s guests discuss what this means for retirees depending on their pension for the ... Show More
58m 22s
Jul 2023
Liquidity Matters: Katie Martin, Financial Times
A regional banks crisis. A recession that always seems just around the corner. And inflation figures that refuse to budge. It’s no wonder that many investors and allocators are stepping back from taking major macro positions, keeping their powder dry, or only making highly select ... Show More
29m 37s
Oct 2023
How Higher Interest Rates Alter Our Financial Blueprint
<p>We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.</p><p>Topics covered include:</p><ul><li>Where current interest rates stand</li><li>Centra ... Show More
28m 38s
