Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report.
This episode was recorded on May 30, June 5, and June 17, 2025.
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Aug 19
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This ... Show More
45m 30s
Aug 12
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoic ... Show More
39m 6s
Aug 7
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser dis ... Show More
51 m
Apr 2025
“The most attractive hedge”
Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on April 24, 2025. Learn more about ... Show More
8m 56s
Mar 2025
Can Germany's ailing economy get back on track?
Dr Joachim Nagel isn't just Germany's chief central banker, he's one of the most powerful economic policy-makers in Europe.In this exclusive interview, he tells Business Daily how he thinks Germany, and the European Union as a whole, should be responding to a time of unprecedente ... Show More
18m 30s
Aug 11
Introducing the Rachman Review: Is the US heading for a debt crisis?
This week on the Economics Show, we're bringing you an interview with Ray Dalio, from our foreign affairs podcast, the Rachman Review. It originally broadcast on July 3.Gideon talks to Ray Dalio, founder of Bridgewater Associates, the world’s largest hedge fund and author of a ne ... Show More
24m 3s
Jun 8
The recession indicator game
Press-on nails, new music from Katy Perry, and an uptick in Klarna purchases: signs of an economic downturn or no? This episode was produced by Hady Mawajdeh, edited by Miranda Kennedy, fact-checked by Melissa Hirsch, engineered by Matthew Billy, and hosted by Jonquilyn Hill. Pho ... Show More
33m 8s
Mar 2025
“The US is still the place to be”
After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on March 12, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoice ... Show More
8m 30s