logo
episode-header-image
Oct 2024
16m 51s

What will the US presidential election m...

GOLDMAN SACHS
About this episode
How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic policies, painting starkly different policy approaches in some key areas but similarities in others. In the latest episode of Goldman Sachs Exchanges, Kevin Hassett ... Show More
Up next
Today
What’s Driving the Surge in Deal-Making?
Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stephan Feldgoise, head of the Global Mergers & Acquisition business in Global Banking ... Show More
16m 36s
Nov 18
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of Goldman Sachs, discusses the uncertain outlook with Allison Nathan. This episode was recorded on November 12, 2025. The opinions and views expressed ... Show More
19m 54s
Nov 11
Are AI Bubble Concerns Warranted or Overblown?
AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangan discuss whether bubble concerns are warranted or overblown. Date of re ... Show More
14m 16s
Recommended Episodes
Feb 2025
What Is Trump's Endgame With Tariffs?
This week, we ask what it is exactly US President Donald Trump may be trying to accomplish with his tariff threats and trade wars. Stephanie Flanders, Bloomberg’s head of government and economics, is joined by Anna Wong, chief US economist at Bloomberg Economics, and Bloomberg re ... Show More
29m 24s
Aug 1
Here's Why Tariffs May Deliver for Trump
US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ... Show More
10m 42s
Nov 2024
Why Trump’s Victory Is Musk’s ‘Tech-Bro Coup’
On this episode of Merryn Talks Money, we discuss what the Republican’s second term means for the US, the UK and the Tesla CEO. Pippa Malmgren, economist, author and former adviser to Republican President George W. Bush and Helen Thomas, founder and chief executive of BlondeMoney ... Show More
42m 34s
Nov 2024
The Economy in A Second Trump Term
Donald Trump has been quickly filling his cabinet and senior administration positions with a flurry of nominations to his cabinet. The key members of his economics team are still unclear, however. On Tuesday we learned Howard Lutnick will be nominated for Commerce Secretary, tak ... Show More
31m 43s
Apr 2025
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59]
My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More
53m 20s
Jan 2025
Introducing Trumponomics
To help you plan for Trump's singular approach to economics, Bloomberg presents Trumponomics, a weekly podcast focused on the Trump administration's economic policies and plans. Editorial head of government and economics Stephanie Flanders will be joined each week by reporters in ... Show More
1m 33s
Aug 4
What's Really Happening with the US Economy?
While the White House claims the US economy is booming, recent data indicates otherwise, with one report in particular fueling concerns about a weak job market. In response, President Trump fired the person responsible for producing the numbers he claims were "rigged." So what's ... Show More
56m 13s
Feb 2025
The Economic Impact of Trump's Tariffs
Wharton finance professor Jeremy Siegel joins the show to discuss how Trump's tariff plans will affect the economy. <hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy' ... Show More
11m 15s
Nov 2024
After Trump Win, Where Do Markets Move from Here?
<p>With a second Trump term at least partially reflected in the price of global markets, we focus on two key debates for the longer-term: Potential tariffs and fiscal policy.&nbsp;</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Mic ... Show More
3m 10s