What Trump’s win means for markets and portfolios

Goldman Sachs Exchanges

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A tartalmat a Goldman Sachs biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Goldman Sachs vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

Exile

1
Episode 10: From Refugee to Radical 44:09

2 years44:09

Lejátszás később

Listák

Tetszik

Kedvelt

44:09

When a young Eva Kollisch arrives as a refugee in New York in 1940, she finds a community among socialists who share her values and idealism. She soon discovers ‘the cause’ isn’t as idyllic as it seems. Little does she know this is the beginning of a lifelong commitment to activism and her determination to create radical change in ways that include belonging, love and one's full self. In addition to Eva Kollisch’s memoirs Girl in Movement (2000) and The Ground Under My Feet (2014), LBI’s collections include an oral history interview with Eva conducted in 2014 and the papers of Eva’s mother, poet Margarete Kolllisch, which document Eva’s childhood experience on the Kindertransport. Learn more at www.lbi.org/kollisch . Exile is a production of the Leo Baeck Institute , New York | Berlin and Antica Productions . It’s narrated by Mandy Patinkin. Executive Producers include Katrina Onstad, Stuart Coxe, and Bernie Blum. Senior Producer is Debbie Pacheco. Associate Producers are Hailey Choi and Emily Morantz. Research and translation by Isabella Kempf. Sound design and audio mix by Philip Wilson, with help from Cameron McIver. Theme music by Oliver Wickham. Voice acting by Natalia Bushnik. Special thanks to the Kollisch family for the use of Eva’s two memoirs, “Girl in Movement” and “The Ground Under My Feet”, the Sophia Smith Collection at Smith College and their “Voices of Feminism Oral History Project”, and Soundtrack New York.…

körülbelül egy éve 22:38

MP3•Epizód kép

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Equity Execution on the Cross Asset Sales desk in Global Banking & Markets at Goldman Sachs, discuss the sustainability of these moves and the medium- and longer-term market implications of the election outcome.

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520 epizódok

#Trading #Goldman Sachs #Business

What Trump’s win means for markets and portfolios

Goldman Sachs Exchanges

3,260 subscribers

published körülbelül egy éve

Megosztás

MP3•Epizód kép

Learn more about your ad choices. Visit megaphone.fm/adchoices

520 epizódok

#Trading #Goldman Sachs #Business

All episodes

Goldman Sachs Exchanges

1
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund 33:18

13 hours33:18

33:18

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series. This episode was recorded on February 20, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Macro questions and market strength 25:06

11 napja25:06

25:06

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss how tariffs, inflation, and higher yields are shaping the outlook for 2025. This episode was recorded on February 13, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Tariffs: What’s ahead and why it matters 24:19

15 napja24:19

24:19

Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tariff policies—both announced and expected—for global economies and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
AI Exchanges: Will falling costs drive new opportunities? 21:30

24 napja21:30

21:30

The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world’s largest technology companies. In this inaugural episode of a special podcast series, AI Exchanges, Co-Hosts Allison Nathan and George Lee discuss the issues surrounding the costs of AI development and implementation, and the impact on deal-making, with Kim Posnett, global co-head of Investment Banking in Goldman Sachs’ Global Banking & Markets business. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit 20:10

4 weeks20:10

20:10

Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldman Sachs Exchanges, Solomon explains how businesses are harnessing AI for their own businesses, and how Goldman Sachs is thinking about its strategic priorities, including the growth of private credit. Date of recording: January 27, 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Navigating the volatility in global bond markets 23:46

5 weeks23:46

23:46

Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs’ Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and investors on Goldman Sachs Exchanges. Date of recording: January 17, 2025 Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Keep on truckin’: Will the US continue to outperform other markets? 19:30

6 weeks19:30

19:30

Goldman Sachs’ Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG’s 2025 outlook, Keep on Truckin’ , and why the team’s long-held investment recommendations—US preeminence and staying invested—remain intact. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Navigating 2025: Why investors need to diversify and hedge their portfolios 23:34

7 weeks23:34

23:34

2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, share their asset allocation outlooks for the year ahead. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
A perfect setup for the financial sector? 26:12

10 weeks26:12

26:12

Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulations under a second Trump administration, say Goldman Sachs Research’s Richard Ramsden, business unit leader of the financials group, and Alex Blostein, who covers the asset management industry, on Goldman Sachs Exchanges. Date of recording: December 16, 2024 Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
The outlook for global deal-making 22:06

10 weeks22:06

22:06

The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of the global mergers and acquisitions business in Goldman Sachs Global Banking & Markets, on Goldman Sachs Exchanges. Date of recording: December 11, 2024 Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Will China’s policy stimulus be enough? 27:17

11 weeks27:17

27:17

Goldman Sachs Research’s Hui Shan, chief China economist, and Peking University Guanghua School of Management’s Michael Pettis discuss just how effective China’s domestic policy stimulus will be in addressing the country’s internal and external economic challenges. This episode explores the latest Top of Mind report, “Will China’s policy stimulus be enough?” Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Investing in Sports: Women’s Sports and the Future 33:04

11 weeks33:04

33:04

With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women’s sports has created a cultural movement. How should investors think about the opportunity in women’s sports, and how might the growth trajectory of the professional women’s leagues compare to the equivalent men’s leagues? In the final episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the business forces driving growth in women’s sports with Stacy Sonnenberg, Head of Global Sports Finance. Nicole is also joined by Willow Bay, Dean of the USC Annenberg School of Journalism and the new controlling owner of the National Women’s Soccer League’s Angel City FC. Bay shares her perspective on leading the most highly valued franchise in the league during this watershed moment for women’s sports. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
What investors expect from Trump 20:06

12 weeks20:06

20:06

Goldman Sachs Research’s Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing. Learn more about your ad choices. Visit megaphone.fm/adchoices

Goldman Sachs Exchanges

1
Investing in Sports: Building A Better Fan Experience 31:09

12 weeks31:09

31:09

In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports Investment Banking, and Stacy Sonnenberg, Head of Global Sports Finance. They discuss what’s driving interest in the new sports-entertainment complexes, the creative ways of financing these infrastructure projects, and what it all means for teams and their fans. Nicole is also joined by Gillian Zucker, CEO of Halo Sports and Entertainment and President of Business Operations for the LA Clippers, to discuss how the team intends to make its new home — the Intuit Dome — a “basketball mecca.” Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Goldman Sachs Exchanges

1
Should investors worry about market concentration? 20:15

12 weeks20:15

20:15

The top 10 stocks in the S&P 500 account for an outsized share of the index’s market cap and of its stellar 2024 performance. Goldman Sachs Research’s David Kostin, chief US equity strategist, and Owen Lamont, senior vice president and portfolio manager at Acadian Asset Management LLC, discuss whether investor concerns over today’s high US equity market concentration are warranted. This episode explores the latest Top of Mind report, Market Concentration: How Big a Worry? Learn more about your ad choices. Visit megaphone.fm/adchoices…

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