The US has had an exceptional decade. US economic growth and equities have outperformed, and the dollar’s global role remains unchallenged. But can this run continue? In this episode of Goldman Sachs Exchanges, Rebecca Patterson, former chief investment strategist at Bridgewater Associates, Jean Boivin, head of the BlackRock Investment Institute, and Goldman ... Show More
Yesterday
Brookfield’s Connor Teskey on the Real Bottleneck in the AI Buildout
The bottleneck in the artificial intelligence (AI) buildout is neither capital nor demand, but rather the operational capability to develop land, secure a grid connection, and build the power supply, says Brookfield Asset Management CEO Connor Teskey on Goldman Sachs Exchanges: G ... Show More
35m 18s
Oct 27
Goldman Sachs Chairman and CEO David Solomon on AI: Implementation, Accountability, and Jobs
With the right “rules of the road,” advancing AI doesn’t have to be a choice between innovation and safety, says David Solomon, chairman and CEO of Goldman Sachs. He also explains why he’s optimistic about AI’s impact on the job market in this episode of the Exchanges podcast. Ke ... Show More
16m 52s
Oct 23
Why Oil Prices Are Surging Despite Recovering Supply
Middle East crude flows have rebounded, but precautionary buying and portfolio hedging are among the factors keeping prices elevated, says Daan Struyven, co-head of Global Commodities Research and head of Oil Research, on the Goldman Sachs Exchanges podcast. Key takeaways: Precau ... Show More
14m 13s
Oct 2025
U.S. exceptionalism and developed markets
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ... Show More
27m 39s
Mar 2025
“The US is still the place to be”
After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on March 12, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoice ... Show More
8m 30s
Jul 2025
Is American Market Dominance Over?
In the first of a two-part episode, Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, discuss whether the era of “American Exceptionalism” is ending and how investors should prepare for a global market rebalancing. Read more insigh ... Show More
11m 33s
Dec 2024
Are US stocks too expensive?
<p>Ruchir Sharma, an investor and frequent contributor to the FT, came out and said it the other day: The US stock market is in a bubble. But is it a bubble or just the rational behavior of investors who believe the US really is exceptional? Today on the show, Katie Martin and Ro ... Show More
20m 12s
Jun 2024
What could drive the S&P 500 even higher?
As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses wit ... Show More
9m 25s