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  • Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing

    Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
    2025/08/12
    Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    39 分
  • Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies

    Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
    2025/08/07
    As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser discusses his approach to investing with Goldman Sachs’ Ken Hirsch. This episode was recorded on July 7, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    51 分
  • AI Exchanges: AI’s Impact on Employment

    AI Exchanges: AI’s Impact on Employment
    2025/08/05
    One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potential for labor displacement as adoption increases, as well as the industries and roles that could be most affected. This episode was recorded on July 31, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分
  • Revenge of the Meme Stocks

    Revenge of the Meme Stocks
    2025/07/29
    Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 分
  • Are Investors Complacent?

    Are Investors Complacent?
    2025/07/22
    Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    34 分
  • AI Exchanges: Where Will the Power Come From?

    AI Exchanges: Where Will the Power Come From?
    2025/07/16
    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. For more, read "Powering the AI Era." This episode was recorded on July 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 分
  • The Surprising Implications of an Aging Population

    The Surprising Implications of an Aging Population
    2025/07/08
    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
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    17 分
  • Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

    Commodities Outlook: What’s Driving Oil, Gold, and Base Metals
    2025/07/01
    Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分