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, 2025.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Aug 7
Steven Tananbaum: The Evolution of Credit Investing and AI Opportunities
Goldman Sachs President John Waldron speaks with Steven Tananbaum, CIO of GoldenTree Asset Management, about how GoldenTree became a credit-focused asset manager overseeing $70 billion. They discuss how credit markets have evolved during Tananbaum’s career, his framework for anal ... Show More
29m 8s
Aug 5
How AI Debt Is Reshaping Credit Markets
Credit markets are playing a growing role in the buildout of artificial intelligence, with nearly $500 billion of AI-related debt issuance so far in 2026, according to estimates from Goldman Sachs Research. Amanda Lynam, head of credit strategy research, and Zach Ablon, head of t ... Show More
25m 21s
Oct 2024
Why Paying People to Have Babies is a Billion-Dollar Mistake
Overpopulation has been our biggest fear for decades, but now, shrinking populations are the real crisis. From aging societies to dwindling birth rates, countries worldwide are grappling with the risks of a declining population and struggling with radical measures to reverse it. ... Show More
15m 45s