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Goldman Sachs Exchanges
Goldman Sachs Exchanges
Goldman Sachs

In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global... more

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Episodes

Are the largest US stocks too dominant?

The US stock market is more concentrated than it’s been in decades, with a small number of stocks accounting for... more

26 Mar 2024 · 19 minutes
Global transit & trade: in rough waters

Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and... more

19 Mar 2024 · 32 minutes
High mortgage rates, limited inventory continue to challenge the US housing market

High mortgage rates and a limited supply of homes have created one of the tightest markets in decades. Goldman Sachs... more

12 Mar 2024 · 21 minutes
What’s ahead for retail: how retail CEOs are navigating a more complex environment

Retailers are facing a more complex environment in 2024, say Goldman Sachs’ Tim Ingrassia, co-chairman of Global Banking & Markets’... more

05 Mar 2024 · 37 minutes
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments

Climate change, artificial intelligence, shifting supply chains, and population growth are among the broader forces that have boosted the returns... more

28 Feb 2024 · 23 minutes
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty

David Booth, founder and chairman of Dimensional Fund Advisors, reflects on his career in applying the finance theory he learned... more

23 Feb 2024 · 35 minutes
Shifting supply and demand dynamics buffer oil market

Oil prices have remained relatively rangebound despite rising geopolitical tensions. Goldman Sachs Research’s Daan Struyven, head of oil research, explains... more

21 Feb 2024 · 21 minutes
2024: the year of elections

With voters representing over half the world’s population — in the US, Europe, India, and beyond — expected to head... more

13 Feb 2024 · 25 minutes
Investing in a post-modern ‘super cycle’

Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term... more

06 Feb 2024 · 23 minutes
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World

In the final episode of our four-part special series, we look at how infrastructure and the built environment will change... more

01 Feb 2024 · 28 minutes
Goldman Sachs Exchanges
Are the largest US stocks too dominant?
Goldman Sachs Exchanges
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