Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’, and why the team’s long-held investment recommendations—US preeminence and staying invested—remain intact.
Learn more about your ad choices. Visit megaphone.fm/adch ... Show More
Jul 8
The Surprising Implications of an Aging Population
An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2 ... Show More
15m 49s
Jul 1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
19m 28s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
Mar 2025
Buy the dip in US equities?
After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Learn more about your ad choices. Visit megap ... Show More
8m 49s
Jul 2024
Divergence watch: ECB decision and central banks’ policy paths
In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income team in Goldman Sachs Asset Management, joins Natasha Tiwana o ... Show More
8m 2s
Dec 2024
Top of the Morning: Emerging Markets in the Roaring 20s
Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Danie ... Show More
12m 4s
Jul 2024
Rerun: Morgan Stanley Chair and CEO: Succession, culture, stress, and leadership
Rerun: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 a job lik ... Show More
46m 50s
Feb 2025
Finding opportunities in a “trickier” market
After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, d ... Show More
8m 4s
Mar 2022
David M. Solomon CEO of Goldman Sachs
In this episode, Nicolai Tangen talks to David Solomon, CEO of Goldman Sachs. They discuss the highly competitive financial services industry and how to attract the best talents and give their view on the equity market. They also discuss culture, leadership, inflation and speed! ... Show More
32m 23s
Sep 2024
Nvidia Hit With Subpoena in DOJ Antitrust Probe
Featuring:
Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities Adam Coons, Co-Chief Investment Officer and Portfolio Manager at Winthrop Capital Management John Davi, Founder, CEO, and CIO at Astoria Portfolio Advisors Burns McKinney, Managing Director and ... Show More
28m 4s