What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, discusses the key takeaways from Davos, as well as how investors are approaching today’s geopolitical ... Show More
Today
Why Stocks Are Getting Wild
What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on November 24, 2025.
The opini ... Show More
7m 22s
Nov 21
Consumer Concerns and Equity Opportunities
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, consumer sector specialist in Global Banking & Markets, discusses with Chris Hussey ... Show More
8m 15s
Nov 14
How to Trade a Credit Expansion
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opp ... Show More
10m 52s
Feb 2022
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and inv ... Show More
25m 27s
May 2023
The Markets: Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly pod ... Show More
9m 48s
Jan 2024
What’s come out of Davos?
Today, the World Economic Forum is wrapping up in Davos, Switzerland. There, meetings have been held between company heads and global leaders. Key themes include artificial intelligence, increasingly complicated relationships between world powers and prospects of another potentia ... Show More
7m 5s
Jan 2024
BlackRock's Vice Chairman Talks Economy, Geopolitics
<p>BlackRock's Vice Chairman Philipp Hildebrand discusses his outlook for the US economy, tensions in the middle east, and challenges facing the finance sector. He spoke with Bloomberg's Francine Lacqua from the sidelines of the World Economic Forum's annual meeting in Davos.</p> ... Show More
11m 3s
Jun 2023
The post-COVID world comes into focus
David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.
26m 22s
Feb 2019
Adam Tooze on Davos, econ 101 and the unexpected importance of China in the global economy
Adam Tooze, economic historian and author of Crashed: How a Decade of Financial Crises Changed the World, joins the FT’s Brendan Greeley and Brown University’s Mark Blyth to discuss how our politics got us to where we are today, why our ideas about how the economy works may not b ... Show More
50m 13s
Jan 2023
World Bank warns of dangers of global recession
The global economy is "perilously close to falling into recession", according to the latest forecast from the World Bank, as the impacts of the Ukraine war and Covid pandemic continue to be felt across the world.
In fact, Pakistan and Sri Lanka are already struggling to keep thei ... Show More
27m 14s