Markets Update: The Rise of Retail Inves...

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The ... Show More

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sac ... Show More

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, ... Show More

Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More

David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to rea ... Show More

Bloomberg Radio host Barry Ritholtz speaks to Andrew Slimmon, managing director at Morgan Stanley Investment Management. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Weal ... Show More

Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity Syndicate Desk in Goldman Sachs Investment Banking, joins our latest episode of  ... Show More

Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, explains the implications and why foreign buyers are flocking ... Show More

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can ... Show More

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns. 

Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss thei ... Show More