Épisodes

  • Mid-year outlook: diversify and hedge

    Mid-year outlook: diversify and hedge
    Jun 23 2025
    Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in the second half of 2025. This episode was recorded on June 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 min
  • Is a US fiscal crisis ahead?

    Is a US fiscal crisis ahead?
    Jun 18 2025
    Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 min
  • How to win: Steve Cohen on markets and the Mets

    How to win: Steve Cohen on markets and the Mets
    Jun 12 2025
    What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Symposium. This episode was recorded on June 4th, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min
  • A German economic revival?

    A German economic revival?
    Jun 10 2025
    Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and Austria, discusses with Allison Nathan. This episode was recorded on June 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 min
  • How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

    How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
    Jun 5 2025
    In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    25 min
  • Will legal challenges end the trade war?

    Will legal challenges end the trade war?
    Jun 3 2025
    A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 min
  • How AI, tariffs, and the energy transition are reshaping infrastructure investing

    How AI, tariffs, and the energy transition are reshaping infrastructure investing
    May 27 2025
    AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 min
  • A world of opportunity: Rob Citrone’s best ideas

    A world of opportunity: Rob Citrone’s best ideas
    May 22 2025
    Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 min