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
Jul 8
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
15m 49s
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 28s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
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
1h 2m
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
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.Topics covered include:Where current interest rates standCentral banker predictions for how lo ... Show More
28m 38s