Jan 27

Will US Stocks Outperform in 2026?

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group and chief investment officer of Wealth Management, shares her team’s investment views for the year ahead. Find all our outlooks for the year ahead here: https://www.goldmansachs.com/insights/outlooks/2 ... Show More

21 m

Jan 23

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

Goldman Sachs Chairman and CEO David Solomon discusses AI, M&A, and the firm’s path forward. This episode was recorded on January 20th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily refle ... Show More

21m 20s

Jan 20

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

In the third and final episode of the Goldman Sachs Exchanges Outlook 2026 series, Goldman Sachs Research’s Peter Oppenheimer, Kamakshya Trivedi, Daan Struyven, and Christian Mueller-Glissmann share the trends shaping assets and portfolio allocation in 2026. Learn more about Gold ... Show More

25m 46s

Oct 2024

Current Macro and Credit Market Outlook with Goldman Sachs' Lotfi Karoui

This week, we welcome Lotfi Karoui, Chief Credit Strategist and Head of Credit and Mortgage Strategy Research at Goldman Sachs. Lotfi shares his macro and credit market outlook on the HPScast with host Colbert Cannon.

26m 54s

Oct 2024

The biggest opportunities in US credit markets

This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoice ... Show More

8m 33s

Apr 2024

A New Perspective for Credit Investors

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, t ... Show More

18m 29s

Sep 2024

What’s next for private credit?

The rapid growth of the private credit market has fundamentally altered the corporate lending landscape in recent years, blurring the lines between clients and competitors. What comes next in the evolution of private credit, and how does J.P. Morgan participate in the market t ... Show More

19m 10s

Jan 2025

How to Invest in Private Credit / Direct Lending

We explore what private credit, or direct lending, is and how to invest in it. We also show how it is similar and different from investing in leverage loans and CLOs.Topics covered include:<ul><li>Why more companies are staying private</li><li>How private credit dif ... Show More

26m 20s

Jul 2024

Understanding Private Credit

Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ... Show More

6m 32s

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, ... Show More

11m 40s

Nov 2024

116. What is Private Credit? | Direct Lending Explained

<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a>In this episode of The Wall Street Skinny, we dive deeper into the world of private credit with our exceptional guest, Alona Gornick. Alona, a seni ... Show More

1h 9m

Aug 2025

“Stocks Are Still Very Undervalued”

With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldm ... Show More

12m 10s

Aug 2025

The Fed Cut Playbook

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sa ... Show More

10m 22s

The case for private credit