Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets.
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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 2022
Is the Real Estate Sector in Recession? Wharton Professor Says No
Fernando Ferreira, Wharton Professor of Real Estate and Professor of Business Economics & Public Policy, joins Wharton Business Daily to discuss the housing market and whether or not it will slide into a recession. Our GDPR privacy policy was updated on August 8, 2022. Visit acas ... Show More
15m 59s
Mar 2025
Stock Market Uncertainty: Tariffs, Tech, and Investor Strategy
Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the latest market fluctuations, attributing recent declines to tariffs and trade tensions while also analyzing the broader economic landscape. Hosted on Acast. See acast.com/privacy for more information.
8 m
Apr 2025
Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ... Show More
9m 2s
Apr 2025
The New Tariff Era: Global Supply Chains Under Pressure
Senthil Veeraraghavan, Wharton Professor of Operations, Information and Decisions, explores the immediate and long-term effects of rising tariffs on global supply chains, pricing, and consumer markets. Hosted on Acast. See acast.com/privacy for more information.
8 m
May 2025
The Trade War Playbook: Tariffs, Uncertainty, and U.S. Economic Policy
Joao Gomes, Professor of Finance and Senior Vice Dean of Research at the Wharton School, offers an in-depth analysis of the Trump administration’s tariff approach, its theoretical justifications, and the real-world consequences for trade, business strategy, and global economic st ... Show More
8 m
May 2024
Global Outlook Q2 2024 Podcast - Decision Time
Listen to Eric Robertsen, Global Head of Research & Chief Strategist, and Sarah Hewin, Head of Research, Europe and the Americas, as they examine how monetary policy decisions by the US Fed and other central banks, evolving geopolitical conditions, and key elections in several co ... Show More
28m 1s
Aug 2022
Wall Street Week: August 12th, 2022
Joanne Feeney, Partner and Portfolio Manager with Advisors Capitol Management, and Kristina Hooper, Invesco Chief Global Market Strategist on whether the week in the markets. Lawrence Summers, former US Treasury Secretary, on the cooling inflation data, and Melissa Kearney, Aspen ... Show More
32m 18s
Jun 2025
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
Aug 2024
Recession or slowdown? Navigating uncertainty
Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, geopolitical ... Show More
11m 40s