Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors.
This episode was recorded on April 21st, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its aff ... Show More
Yesterday
The AI Investment Boom: When Will It Pay Off?
The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee ... Show More
24m 10s
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1h 1m
Oct 2024
DV225 - Tesla moves 22% higher, APAC trade follows positive sentiment on Wall Street & What to look forward to next week - October 25th
On today's episode of The Daily Voice, Sam dives into Tesla's impressive surge in yesterday’s trading, closing the session up by 22%. He also discusses why the Dow Jones underperformed the Nasdaq, weighed down by disappointing earnings from IBM and Honeywell. Rounding out the epi ... Show More
5m 10s
Dec 2024
Orbis’ Forster on Importance of Intrinsic Value
Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Lauren ... Show More
40m 26s
Dec 2024
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ... Show More
26m 36s
Nov 2024
DV236 - Bitcoin hits $89,000, Ethereum and other crypto assets surge & UK jobs report shows increase in unemployment - November 12th
In today’s episode of The Daily Voice, Sam recaps Monday's market action, highlighting Bitcoin’s series of record-breaking milestones and the surge in other crypto assets. He also dives into the latest UK jobs report, revealing rising unemployment trends. To close out the episode ... Show More
4m 50s
May 2024
GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More
53m 9s