20:03
Goldman Sachs Chairman and CEO David Solomon on the business environment, AI, and private credit
Goldman Sachs
24:08
Navigating the volatility in global bond markets
18:42
Keep on truckin’: Will the US continue to outperform other markets?
24:13
Navigating 2025: Why investors need to diversify and hedge their portfolios
26:18
A perfect setup for the financial sector?
22:25
The outlook for global deal-making
27:18
Will China’s policy stimulus be enough?
33:05
Investing in Sports: Women’s Sports and the Future
20:55
What investors expect from Trump
31:10
Investing in Sports: Building A Better Fan Experience
20:15
Should investors worry about market concentration?
15:48
How AI could impact geopolitics
27:52
Investing in Sports: A New Media Model
30:15
2025 outlook: Will tailwinds trump tariffs?
37:33
Investing in Sports: The Next Trillion Dollar Market?
18:10
What Trump’s policies could mean for the Fed
22:39
What Trump’s win means for markets and portfolios
41:45
How Clearlake Capital’s José E. Feliciano is finding value across private markets
16:52
What will the US presidential election mean for the economy?
32:36
Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing
19:49
More gains ahead for US stocks?
49:23
How to find alpha: Bridgewater Associates’ Co-CIO Karen Karniol-Tambour
17:45
Why oil and gold prices could keep rising
27:01
The missing link to retirement security
27:17
Falling rates: A salve for real estate?
59:58
How Sequoia Capital’s Roelof Botha is forging the future
19:03
Why China’s economy is struggling
39:51
Private equity investing with Blackstone’s Joe Baratta
25:57
Will Fed policy trigger a US recession?
28:06
Women in the workforce: Analyzing the gains and gaps
25:33
How a popular trade collapsed — and why it matters
16:51
Why US recession fears are likely overblown
43:38
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
21:59
Can the US consumer stay strong?
44:19
Private credit investing with Ares Management’s Mike Arougheti
28:28
A skeptical look at AI investment
22:22
Oil’s extended reign? Adapting to a new era in oil markets
18:11
Taking stock: Can the US rally continue?
25:42
Large-cap investing with Jennison Associates’ Kathleen McCarragher
26:16
Why the French and UK elections matter for investors
28:42
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
28:41
Power surge: AI, renewable energy, and the future of electricity
20:48
Central bank divergence: Why it's happening and why it matters
26:56
Can private equity bounce back?
27:59
Is China’s rebound for real?
21:55
How AI, the energy transition, and the future of work are shaping impact investing
22:14
Is the UK economy finally turning the corner?
23:13
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
24:28
Weighing the GLP-1 Market
22:02
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
19:54
Global insurers turn to private credit — and AI
42:34
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
19:08
Are the largest US stocks too dominant?
32:46
Global transit & trade: in rough waters
21:12
High mortgage rates, limited inventory continue to challenge the US housing market
37:03
What’s ahead for retail: how retail CEOs are navigating a more complex environment
23:47
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
35:58
David Booth on being an index pioneer, working with Nobel laureates, & investing through uncertainty
21:16
Shifting supply and demand dynamics buffer oil market
25:32
2024: the year of elections
23:15
Investing in a post-modern ‘super cycle’
19:41
David Solomon on the global economy, deal-making environment, and the firm’s strategic priorities
America Powers On: Why US equities are still poised to outperform in 2024
27:06
US presidential elections outlook: Implications for policy and markets
54:23
KKR's Henry Kravis on private equity, culture, and global markets
35:00
Uncharted territory: Navigating a ‘geopolitical recession’
28:21
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
26:20
Middle East risks
20:26
M&A in 2024: Navigating opportunities and challenges
51:37
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
What China’s struggling property sector means for the global economy and markets
36:00
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
28:44
Why the global economy and markets can continue to outperform in 2024
26:31
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
34:35
Impactive Capital’s private equity approach to ESG-oriented activism
25:46
Is US outperformance at a turning point?
23:03
Unlocking the AI M&A Supercycle
24:01
Commercial real estate risks
Implications of a higher-for-longer rate regime
42:23
Mission-driven investing, health assurance and AI’s transformation advantage
23:38
Why most Americans aren’t saving enough for retirement
15:38
The IPO market’s soft opening
22:11
Tech companies are investing in growth
15:17
Emerging market equities poised to overtake developed market equities
25:19
How companies, private equity firms, and institutional investors are navigating the global economy
23:08
The Fed is likely finished hiking rates as the US avoids recession
26:43
The music industry’s turning point
27:56
The economic potential of closing gender and racial gaps
29:49
BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment
22:57
Corporate Credit Concerns
23:40
Germany: a country at the crossroads
25:41
Why the U.K.’s high inflation has global implications
40:59
Man Group CEO Luke Ellis on hedge funds, quantitative strategies and leadership
23:33
Generative AI: hype, or truly transformative?
16:59
Why ‘everything aligns’ for Japanese stocks
24:33
Why global equities are poised for “fat and flat” returns
21:51
What’s ahead for the U.S. economy?
38:50
How countries and companies are reshaping their supply chains
21:05
Daunting debt limit dynamics
30:11
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
27:54
Investing during times of market stress
25:09
Breaking Free: The rise of corporate separations
U.S.-China: more decoupling ahead?
Is Big Tech Back?
26:30
What happens if the U.S. government can’t pay its bills?
31:25
Navigating the trillion dollar path to a more sustainable economy
How Porsche CEO Oliver Blume is driving innovation
28:23
Navigating the ‘perfect storm’ in commercial real estate
21:28
What’s on the minds of the world’s largest investors?
30:41
All about bank(panic)s and the implications for policy
How Europe’s tech startups are continuing to innovate in the current market
17:15
What’s driving the surge in shareholder activism activity?
34:48
Bain Capital’s Stephen Pagliuca on private equity and the Boston Celtics
24:50
The impact of bank failures on markets and the economy
28:01
Navigating the new geopolitical and technology landscape
28:45
How much higher can bond yields go?
How 3 retail CEOs are navigating today’s economic landscape
24:39
Is it time to invest in emerging markets?
24:07
Goldman Sachs CEO David Solomon on the economy, markets and the firm's performance
Why investors are leaning into alternatives: Apollo’s Marc Rowan
25:10
How Employee Ownership Models Can Boost Returns: KKR’s Pete Stavros
As China reopens, what’s ahead for commodities in 2023?
18:09
The global economy in 2075: Growth slows as Asia rises
31:28
What’s ahead for economies and markets in 2023?
22:41
The Outlook for Financial Services
24:02
Asset Allocation Outlook for 2023: Greater Diversification and Divergence
18:55
The Path to Net Zero: Managing the Transition
24:42
Central bank tightening: what could break?
24:11
Europe’s Energy Crisis: End in sight or far from over?
27:19
Breaking down the U.S. midterm elections: What’s next for policy, markets and economic growth
22:46
Amid rising inflation and slowing growth, how is the U.S. consumer faring?
Caught in a ‘Financial Vortex’: Why Retirement Expectations Often Fall Short of Reality
25:28
China’s Congress: an inflection point?
16:58
Taking Stock: What’s Ahead for US Markets
19:34
Breaking Down the Dollar’s Rise
22:47
Why Sustainability is a Fashion Staple
19:12
Will Slaying Inflation Require Recession?
25:53
Bear Market Bounce or Stock Market Bottom?
27:58
How Inflation, Rates and Recession Are Reshaping the Real Estate Market
21:42
Why We’re In a ‘Golden Age’ of Life Sciences Innovation
31:14
Food, Fuel, and the Cost-of-Living Crisis
43:51
Investing with Permira’s Tara Alhadeff
21:19
Asianomics in America: Contributions and Challenges
Small Business Owners Pivot from Challenges to Opportunities
21:23
Investing with Oaktree Capital Management’s Howard Marks
32:41
How Companies are Navigating the Energy Transition
20:59
Investing with The Carlyle Group’s Sandra Horbach
26:12
The Boom in Private Credit
Investing with KKR’s Tara Davies
20:37
Cybersecurity Deals Surge Amid Rising Attacks
32:50
Investing with KKR’s Joe Bae
26:28
Equity Bear Market: A Paradigm Shift?
46:35
Investing with Altimeter Capital’s Brad Gerstner
29:23
How Retail Investors Are Shaping Markets
26:35
Investing with Advent International’s Tricia Glynn
30:55
A ‘Seismic’ Shift in Private Markets
18:05
Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto
25:15
What’s Behind the Tech Sell-Off?
Crypto Volatility: What’s the Outlook for Digital Assets?
Is (De)globalization Ahead?
27:53
The Road to 2050: Balancing Climate Goals with Energy Security
28:17
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Changes at the Top: Spinoffs, Separations and Restructurings
28:48
Rising Stagflation Risks Are Changing the Investment Playbook
24:46
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
16:28
How Policymakers are Navigating Stagflation Risk
17:54
Gene Editing: The Future of Genomic Medicine & Biotech Investing
21:53
The Next Tech Battleground: Online Gaming & the Metaverse
Raising Capital: How Companies’ Financing Strategies Are Changing In Volatile Markets
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
27:35
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
23:10
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
23:50
What’s Ahead for the Housing Market
22:17
Piloting Through: Why Investors Should Stay the Course
24:49
Is 2022 the endemic year?
25:14
As Rates Reprice and Stocks Sell Off, What’s Next?
20:36
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy & What to Expect in 2022
16:40
Understanding the Metaverse and Web 3.0
23:46
What’s Next for M&A?
30:20
Investing in Climate Change 2.0
17:28
Redefining the Retirement Landscape
22:16
What India’s Digital Transformation Means for Markets, Investors and Economic Growth
33:22
What’s Ahead for Global Economies and Markets in 2022?
25:07
Inflation: Here Today, Gone Tomorrow?
21:31
Accelerating Transition
23:41
An Evolution in the Cybersecurity Landscape
15:39
Why Investors Are Shopping for Consumer Retail
24:34
Europe at a Crossroads
36:09
How Small Business Owners Are Dealing With Worker Shortages, Inflation and Supply Chain Delays
20:49
The Impact of Rising Natural Gas Prices
19:14
Why Hedge Funds Are Turning to the Private Markets
35:33
Is China Investable?
17:03
What’s Behind the Record-Breaking IPO Market
21:07
Outlook for Global Growth: Less Synchronized, More Complicated
26:48
How Are Investors Navigating China’s Regulatory Uncertainty?
26:19
The Delta Variant: Implications for Vaccines, Booster Shots and Economic Growth
23:02
M&A Outlook: How Companies Are Positioning For Growth
Where Are Family Offices Seeking Higher Returns?
The Future of ‘Femtech’
