Yesterday

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, balance sh ... Show More

16m 1s

Apr 22

Farallon Capital's Nicolas Giauque on Investing for the Long Term

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ... Show More

20m 18s

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

Jun 2022

Why Inflation's Fallout Is Becoming Increasingly Global

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More

24m 56s

May 2024

Consumer stocks: Finding the winners

Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris ... Show More

7m 59s

Aug 2022

Seth Carpenter: Is a Global Recession Upon Us?

Amid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent. ----- Transcript -----Welcome to Thoughts on the Market. I'm Seth Carpen ... Show More

3m 47s

May 2021

What’s Really Behind the Great 2021 Inflation Debate

It’s been a long time since anyone in America or Europe had to think seriously about inflation. But the highest U.S. numbers since 2009 have rattled financial markets and critics of President Joe Biden are warning that his big spending could trigger a full-blown 70s-style price s ... Show More

30m 37s

Oct 2022

U.K. Economy: All Eyes on the U.K.

As the U.K. deals with a bout of market volatility, political transitions, and sticky inflation, how will policy makers and the Bank of England respond, and where might the U.K. economy be headed from here? Chief Cross-Asset Strategist Andrew Sheets and U.K. Economist Bruna Sk ... Show More

8m 3s

Mar 2022

Special Episode: Inflation, Energy and the U.S Consumer

As inflation remains a focal point for the U.S. consumer, higher energy costs will dampen discretionary spending for some. But not all are impacted equally and there may be good news in this year’s tax refunds and the labor market. -----Transcript-----< ... Show More

8m 27s

Apr 2023

Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23

Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More

45m 16s

Apr 2023

Ellen Zentner: The Lagging Effects of Loan Growth

While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Along ... Show More

3m 12s

Amid Rising Inflation and Slowing Growth...