Bridgewater Associates’ Co-CIO Karen Karniol-Tambour describes where she’s seeing opportunities for higher returns and the macro factors shaping today’s investment landscape.
To hear from more Great Investors, check out: Sequoia Capital’s Roelof Botha on building enduring businesses, Blackstone’s Joe Baratta on the outlook for private equity, and TPG’s Jon W ... Show More
Yesterday
The Shutdown’s Economic Impact
How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The ... Show More
19m 17s
Sep 30
AI Exchanges: The Role of Data
Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sac ... Show More
17m 27s
Sep 25
How Reliable is Economic Data?
Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, ... Show More
26m 19s
Sep 5
What the Weak Jobs Report Means For Markets
What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on September 5, 2025. The opi ... Show More
9m 38s
Feb 2024
Talk Your Book: Putting a Floor on the Nasdaq 100
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show More
37m 46s
May 2025
Buffett to Step Down as Berkshire Hathaway CEO, Trump Threatens 100% Tariffs on Foreign Movies
Stock market update for May 5, 2025.The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded secu ... Show More
9m 31s
May 2025
Nvidia Secures Massive AI Chip Deal with Saudi Arabia, Chime Files for IPO
Stock market update for May 14, 2025. Check out Generated Assets , Public's AI tool to help create custom investment ideas. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. Yo ... Show More
9m 58s
Jul 2024
Talk Your Book: Investing in Corporate Culture
On today's show, Michael Batnick and Ben Carlson are joined by Kristof Gleich of Harbor Capital and Scott Colson of Irrational Capital to discuss how the Human Capital Factor was discovered, what is being measured to quantify the Human Capital Factor, how advisors are utilizing t ... Show More
31m 41s