What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-head of the economics team covering Central & Eastern Europe, the Middle East and Africa, discusses the team’s long-term projections and the continued convergenc ... 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
Feb 2024
How geopolitical instability is affecting markets
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and Sam Morgan, global head of fixed income currencies and commoditi ... Show More
9m 57s
Jul 2022
What Does Stagflation Mean for the Global Economy?
The world is grappling with a sharp deceleration in growth, coupled with rising inflation. Are we experiencing so-called stagflation, what does that mean for people, and what can we learn from comparable situations in the past?In this episode of The Development Podcast, World Ban ... Show More
30m 1s
Sep 2023
Calling for the "reglobalization" of trade: WTO chief Ngozi Okonjo-Iweala
Ian Bremmer sits down with World Trade Organization Director General Ngozi Okonjo-Iweala, the first woman and first person from Africa to lead the organization, for a conversation about the good, the bad, and the future of global trade on the GZERO World podcast. In the last ha ... Show More
17m 42s
Nov 2022
Robin Xing: China’s 20th Party Congress Commits to Growth
At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?
----- Transcript -----
Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. ... Show More
4m 11s