The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the promises of AI ... Show More
Mar 2
Oil Market Impacts from Iran
Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices. This episode was recorded on March 2nd, 2026. The opinions and views expressed h ... Show More
13m 9s
Oct 2025
236: Investing in AI – From Its Origins to What Lies Ahead for Energy, Geopolitics, and Markets
<p>Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.</p><p>With recent headlines in OpenAI ... Show More
17m 27s
May 2025
Why tech stocks could keep rallying
After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discu ... Show More
6m 49s
Nov 2025
From Gold to AI: How TraderNick Beat the Market in 2025
In this episode, Austin reunites with Trader Nick for a wide-ranging conversation about Bitcoin, AI, and the markets. They open with the viral theory that Bitcoin could have been a U.S. government creation, exploring how control and transparency intersect in crypto. The two then ... Show More
52m 13s