AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangan
discuss whether bubble concerns are warranted or overblown.
Date of recordings: September 26 and October 30, 2025
The opinions and views expres ... Show More
Mar 23
Private Credit Concerns in Context
Goldman Sachs’ Alex Blostein and Vivek Bantwal discuss the market sentiment, fundamentals, and the outlook for the private credit sector. This episode was recorded on March 19th and 20th. The opinions and views expressed herein are as of the date of publication, subject to change ... Show More
30m 30s
Mar 20
Lloyd Blankfein on His Memoir Streetwise, Risk Management and Leadership
Goldman Sachs’ culture has long been defined by its core values: partnership, client service, integrity, and excellence. Lloyd Blankfein, Senior Chairman of The Goldman Sachs Group Inc. and former Chairman and CEO of Goldman Sachs, joins David Solomon, current Chairman and CEO of ... Show More
30m 32s
Mar 18
Emerging Markets: Stirred, But Not Yet Shaken
Goldman Sachs Research’s Kamakshya Trivedi analyzes the market’s reaction to the conflict in Iran and the case for emerging markets. This episode was recorded on March 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without n ... Show More
14m 49s
Sep 2025
What the Weak Jobs Report Means For Markets
What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on September 5, 2025. The opi ... Show More
9m 38s
May 2025
Buffett to Step Down as Berkshire Hathaway CEO, Trump Threatens 100% Tariffs on Foreign Movies
Stock market update for May 5, 2025.The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded secu ... Show More
9m 31s
Sep 2025
From geopolitics to rate cuts: What’s shaping commodities markets?
<p>In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest ... Show More
20m 35s
May 2025
Deep Dive: What Palantir Actually Does (And Why It Matters)
Palantir began as a counterterrorism tool and has grown into one of the most influential—and debated—tech companies in the world. In this episode, we explore what Palantir actually does, how it gained traction through government work, and why its AI tools are being adopted by bot ... Show More
12m 59s
May 2025
Nvidia Secures Massive AI Chip Deal with Saudi Arabia, Chime Files for IPO
Stock market update for May 14, 2025. Check out Generated Assets , Public's AI tool to help create custom investment ideas. The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. Yo ... Show More
9m 58s
<p>Stock market update for March 21, 2024.</p>
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<p>The content of the podcast is for general and informational purposes only. All vi ... Show More
