Global markets sold off sharply amid rising US recession fears. Goldman Sachs Research’s Chief US Economist David Mericle explains why those concerns are likely overblown.
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Aug 19
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This ... Show More
45m 30s
Aug 12
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoic ... Show More
39m 6s
Aug 7
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser dis ... Show More
51 m
Apr 2025
Market turmoil: Are we heading for a global recession?
Today has seen chaos on global stock markets, with price plunges reminiscent of the famous Black Monday crash of 1987. Back then, the causes were unclear, whereas today there's no doubt - Trump's "liberation day" tariffs have spooked the markets.
In 1987, people feared Black ... Show More
15m 41s
Apr 2025
Here's Why America's Debt is a Trade War Victim
US Treasury bonds have long served as a refuge for investors during times of panic. But as President Donald Trump unleashes an assault on global trade, their status as the world’s safe haven is increasingly coming into question. Yields, especially on longer-term debt, have surged ... Show More
9m 4s
Apr 2025
Deep Dive: Why Trump is Waging an All-Out Trade War Against China
The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all in ... Show More
14m 28s