In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace
How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special podcast series.
This episode was recorded on March 6, 2025.
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25:37
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class
In the latest episode of Goldman Sachs Exchanges: Great
Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused
investment firm with about $57 billion in assets under management, shares his
views on the housing market, leading a firm, and his predictions about the
future of real estate as an asset class.
This episode was recorded on February 19, 2025.
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44:33
Are credit investors nervous about recession risk?
In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan.
This episode was recorded on March 14, 2025.
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15:19
How tariffs will impact the US economy
Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy.
This episode was recorded on March 10, 2025.
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19:30
Trump’s tariffs: Big talk or big action?
Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitiveness during Trump’s first term, discusses with Allison Nathan. This episode explores the latest Top of Mind report.
This episode was recorded on February 20 and March 3, 2025.
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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