Exchanges

Episodes

The New AI Trades

February 17, 2026

AI disruption fears are hitting software and service stocks, while the broader AI trade now hinges on monetizing massive CapEx spending.

Fundamentals Still Matter: Lone Pine’s David Craver

February 12, 2026

Lone Pine's David Craver on how long-term, fundamental investing provides a key advantage in today's volatile, AI-driven market.

‘Affordability’: Consumer Concerns and Government Proposals

February 10, 2026

Affordability is a key political issue, but the real problem is housing. While real incomes are stable, soaring homeownership costs dominate.

Implications of an “Americas First” Foreign Policy

February 3, 2026

Experts analyze Trump's 'Donroe Doctrine,' an 'Americas First' policy reshaping US influence, resource control, and global power dynamics.

Will US Stocks Outperform in 2026?

January 27, 2026

In 2026, US stocks are poised for modest outperformance driven by strong earnings, but investors should be wary of AI hype and China's market.

Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets

January 23, 2026

Goldman Sachs CEO David Solomon sees a strong 2026, forecasting a record M&A year and AI-driven growth, with geopolitical risks as the main concern.

Goldman Sachs Exchanges: Outlook 2026 | Episode 3: Assets and Allocation

January 20, 2026

Goldman Sachs' 2026 Outlook: Stay overweight equities but diversify. Expect a weaker dollar, higher gold prices, and AI-driven power demand.

Goldman Sachs Exchanges: Outlook 2026 Episode 2: Regional Perspectives

January 15, 2026

Goldman Sachs' 2026 outlook: US growth is strong, China's manufacturing dominates despite property woes, and Europe faces structural headwinds.

Goldman Sachs Exchanges: Outlook 2026 Episode 1: The Big Picture

January 13, 2026

Outlook 2026: Goldman Sachs forecasts sturdy global growth and stable prices, but warns of stagnant jobs and rising US labor market risks.

Oil Market Impacts from Venezuela

January 6, 2026

Venezuela's political shift has a muted short-term oil impact but signals major long-term supply potential, benefiting U.S. majors and gold.

Looking for Trends: One River Asset Management’s Eric Peters

December 22, 2025

Investor Eric Peters on risk management, trend following, the 10-year crypto theme, and navigating a world of expanding government debt.

‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin

December 18, 2025

Diameter Capital's Scott Goodwin on credit market stress, AI infrastructure opportunities, and the looming risk in pre-GPT SaaS LBOs.

The US-China Tech Race

December 10, 2025

The US leads in core tech like chips & AI, but China is winning on application, installation, & self-sufficiency. Who will win the tech race?

From Assets to Alpha: David Kostin on US Equities

December 4, 2025

Goldman's retiring strategist David Kostin on the AI bubble, long-term returns, market opportunities, and lessons from a 30-year career.

What’s Driving the Surge in Deal-Making?

November 24, 2025

Goldman Sachs' Head of M&A unpacks 2025's record deal surge, the impact of AI, and why 2026 could see similar all-time high activity.

The Fed's Tightrope: Inflation, Labor, and the Path Ahead

November 18, 2025

Ex-Dallas Fed President Robert Kaplan discusses the Fed's tough December rate decision amid sticky inflation and an uncertain labor market.

Are AI Bubble Concerns Warranted or Overblown?

November 11, 2025

Is it an AI bubble? Experts weigh massive CapEx, ROI questions, and key differences from past tech bubbles like the dot-com era.

China's Economy: Reasons for Optimism

November 5, 2025

China's economy proves resilient against tariffs, leveraging tech and trade rerouting. A new truce signals a power shift, fueling a major GDP forecast upgrade.

Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff

October 31, 2025

Davidson Kempner's CIO on navigating markets: finding opportunities in high rates, global credit, and a renewed M&A boom.

Gold, Oil, and Rare Earths: Commodities on the Move

October 28, 2025

Commodity markets face upheaval from sanctions on Russian oil, China's grip on rare earths, and gold's volatility. What's next for investors?

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

October 24, 2025

Sixth Street's Alan Waxman on building a multi-strat firm on flexibility, a 'one team' culture, and lessons from the GFC.

Making Sense of Weak Job Growth Alongside Solid GDP Growth

October 22, 2025

The U.S. economy shows surprising resilience despite tariffs and a cooling labor market, with AI's impact still limited and inflation manageable.

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

October 17, 2025

Bessemer's Byron Deeter on the AI revolution, backing visionary founders, and why the biggest venture capital mistakes are crimes of omission.

The Rise of Secondaries: Unlocking Liquidity in Private Markets

October 14, 2025

The private equity secondary market is booming, providing vital liquidity and strategic portfolio tools, with growth set to accelerate past 15%.

The Shutdown’s Economic Impact

October 8, 2025

US gov't shutdown deep dive: A political reversal, a 0.1% weekly GDP hit & data blackouts for the Fed. An uncertain end game.

AI Exchanges: The Role of Data

September 30, 2025

Goldman Sachs' CDO on AI's next wave: The key is unlocking proprietary enterprise data, moving beyond public models and synthetic slop.

How Reliable is Economic Data?

September 24, 2025

Is US economic data trustworthy? Experts debate the impact of revisions, budget cuts, and political pressures on our view of the economy.

The Healthcare Outlook: Macro Challenges and Biotech Innovations

September 18, 2025

Healthcare lags the market due to policy risks & capital rotation, yet innovation in biotech, GLP-1s, and oncology presents selective opportunities.