Rising concerns over climate change are spurring investments into clean energy to help bring the world closer to net zero. But where are we in that transition? And how is that path to decarbonization affecting investments in traditional oil and gas projects? In the latest episode of Exchanges at Goldman Sachs, Michele Della Vigna, head of natural resources r ... Show More
Oct 8
The Shutdown’s Economic Impact
How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The ... Show More
19m 17s
Sep 30
AI Exchanges: The Role of Data
Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sac ... Show More
17m 27s
Sep 25
How Reliable is Economic Data?
Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, ... Show More
26m 19s
Mar 2023
A theory of change for climate investing [partner content]
Last year’s surge in oil prices brought record windfall profits for oil majors, and a boon for investors. But historic trends don’t favor fossil fuels.From 2010 to 2020, the oil & gas sector underperformed the broader S&P 500 index. The sector gained 6% over that period, while th ... Show More
23m 40s
Jun 2022
The Changing Future of ESG Investing
Today, we’re following the money. Where does investment go in order to build a zero-carbon future? Where does the money get used, and where does it not?This week Ed is joined by Emily Chasan, Director of Communications at Generate Capital, and Shanu Mathew, Vice-President of Sust ... Show More
54m 45s
Dec 2023
Sustainability: Mixed Signals on Decarbonization After COP28
The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.
----- Transcript -----Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's ... Show More
3m 40s
May 2023
The Four Horsemen of the Energy Transition: Where’s The Money Going?
Solar, wind, hydrogen and nuclear – we need more investment in these renewables, but where can the money come from? In 2022, worldwide investment in renewables hit almost half a trillion dollars. Investment in solar – the largest sector - jumped 36% to 308 billion. Investment in ... Show More
55m 28s
Oct 2021
Why there is an energy crisis and when it will end
What do a coal shortage in China, a cold winter in Europe and oil's rally to a three-year high have in common?
Herman Wang, managing editor at S&P Global Platts, joins co-hosts Mustafa Alrawi and Kelsey Warner this week to answer that, and what to expect going forward.
They dis ... Show More
18m 20s
Nov 2023
Retreat or Engage? Green Investors’ Big Oil Dilemma
Oil and gas majors have long stated their intention to diversify away from fossil fuels and move toward clean energy production. However, in the last few years, many have wound back these plans, shooting for less ambitious targets or returning to their traditional business models ... Show More
31m 20s