logo
episode-header-image
Aug 2024
43m 37s

TPG CEO Jon Winkelried on the evolution ...

GOLDMAN SACHS
About this episode
“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Goldman Sachs, shares his perspectives on investment opportunities, leading teams, a ... Show More
Up next
Mar 10
Can Software Survive AI?
Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sachs Research’s Top of Mind report, Will AI eat software? This episode was record ... Show More
15m 17s
Mar 2
Oil Market Impacts from Iran
Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ... Show More
13m 9s
Feb 24
Why Japanese Stocks Could Keep Rallying
Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors. Date of recording: February 19, 2026. The opinions and views expressed herein are as of the date of publication, subjec ... Show More
18m 23s
Recommended Episodes
Oct 2024
Oakmark’s Nygren Takes Private Equity Perspective
Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ... Show More
38m 52s
May 2025
Michael Sidgmore – Alternatives Go Mainstream (Private Wealth 1, EP.443)
<p>Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast, which explores the intersection of private markets, technology, and wealth management. His career spans early roles at Goldman Sachs and iCapital, experience building ... Show More
51m 6s
Jul 2024
Rerun: Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership
<p>Rerun:</p><p>James Gorman, one of the most successful CEOs in the world of banking, is stepping down as CEO and shares unique insights into the world of banking, investing, and leadership. He also shares how he reviews talent, and the immense stress and pressure that come with ... Show More
46m 50s
Nov 2024
Apollo CEO: Private Markets, Investment Alpha and Risk Management
<p>What&nbsp;does it take to stay resilient in a fast-changing financial world? How are private markets transforming the way we invest? And how does Apollo approach risk? Nicolai Tangen meets with Marc Rowan, CEO and co-founder of Apollo Global Management, to discuss the rapidly ... Show More
53m 29s
Nov 2024
109. ETFs 101 with Brian Weinstein, Head of Global Markets at Morgan Stanley Investment Management
Send a textYou've probably heard of Exchange Traded Funds (ETFs) before. You may even own shares in some. But do you actually know what they are? How are they created? How do they work? Who maintains liquid markets in them? Why would you invest in one in the first place? And why ... Show More
1h 14m
Jan 2025
Blackstone President and COO: Investment Decisions, Entrepreneurial Drive and Company Culture
<p>oin Nicolai Tangen as he sits down with Jonathan Gray, COO of Blackstone and former head of its real estate division. Gray shares what drives Blackstone’s success, the evolution of their investment philosophy, and the process for identifying outstanding businesses. He also pro ... Show More
49m 24s
Dec 2024
Nasdaq CEO: Tech Innovation, Leadership and Fighting Financial Crime
<p>Meet the woman leading the exchange where $30 trillion in market value trades. Adena Friedman takes us behind the scenes at Nasdaq, revealing how this iconic institution is reshaping global finance through technology. Discover how Nasdaq is fighting trillion-dollar financial c ... Show More
38m 54s
Apr 2025
Making Financial Markets Access Inclusive: Michael Ayres, CEO, Rostro, on Leaders' Insights
On this episode of Leaders Insights, Michael Ayres, CEO, Rostro, explains how the fintech and financial services group is making accessibility to financial markets both inclusive and personalized, and shares his investment strategy for today's uncertain climate, with Forbes Middl ... Show More
21m 21s
Sep 2025
Temasek CEO: Investing for the Future, Navigating Geopolitics and Building Trust
What drives Temasek's long-term investment philosophy? In this episode of In Good Company, Nicolai Tangen sits down in Singapore with Dilhan Pillay, CEO of Temasek, to explore the philosophy and strategy behind one of the world's most influential investment companies. Dilhan shar ... Show More
43m 11s
Nov 2025
Running Oak's Seth Cogswell on his Efficient Growth Strategy | S07 E40
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. ⁠⁠⁠⁠⁠⁠Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking⁠⁠⁠⁠⁠⁠ (⁠⁠⁠⁠⁠⁠Kindle⁠⁠⁠⁠⁠⁠)We are live every Tu ... Show More
1h 1m