The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs’ Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commercial real estate as well as the implications for housing.
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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
Jan 2025
The Trading Floor: CPI Relief & Wall Street Rakes in Record Profits
In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ... Show More
25m 55s
Jul 23
Fed Policy, Bitcoin Surge, and the Real Estate Reset | Money Moves
In this week’s episode of Money Moves, Matty A. and Ryan Breedwell team up to unpack the most important headlines and market moves that real estate investors and wealth builders need to watch right now.They cover the Federal Reserve’s latest signals on interest rates, the ongoing ... Show More
50m 27s
Jun 27
Markets Brace for Tariffs and Look to AI for Relief
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More
9m 44s
Apr 2025
Tariffs Crush Global Markets… And Volatility Swings Ahead Of Tomorrow’s Jobs Report 4/3/25
Stocks are tumbling as tariffs take their toll, but will this cause the markets to reset? We’ll break down the impact on retail, international reaction, and what investors can expect in the coming weeks. Plus what to expect out of tomorrow’s jobs report, as volatility spikes as T ... Show More
49m 12s