Goldman Sachs Exchanges
Goldman Sachs' flagship podcast, with the firm's economists, strategists, bankers and guest investors on markets, deal-making and the economy. More than 600 episodes since 2014, each with a transcript.
Free to read
Exchanges is the main audio channel for Goldman Sachs' published thinking. Episodes typically run 20 to 30 minutes and feature the people who set the firm's views: research economists such as Jan Hatzius, equity and credit strategists, the heads of the investment banking and asset management businesses, and periodic conversations with CEO David Solomon. Allison Nathan, who also edits Top of Mind, is the most frequent host.
The show is strongest when it pairs a research view with a practitioner. Recent episodes have covered AI bubble concerns, bond yields, oil, venture capital liquidity and the outlook for M&A. The Great Investors episodes interview outside investors, among them Oaktree's Howard Marks.
Use it as a weekly briefing on what Goldman's research and banking desks are focused on. Each episode page carries a downloadable transcript, which is handy for skimming or quoting.
Start with
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1
Are AI Bubble Concerns Warranted or Overblown?
Research analysts Eric Sheridan and Kash Rangan debate AI valuations; the audio companion to the AI: in a bubble? Top of Mind.
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2
Investing with Oaktree Capital Management's Howard Marks
A Great Investors episode on market cycles and Marks's investment philosophy.