show episodes
 
I Danske Bank verdsetter vi andres erfaringer. Vi tenkte at du kanskje har det på samme måte. Derfor har vi laget denne serien med pod-sendinger der næringslivsledere deler sin kunnskap om internasjonale forretninger. Lytt til rådene deres om ekspansjon, etableringer og internasjonal virksomhet.
 
At Nomura, we’re always looking for opportunities born out of connected ideas. Whether they are found in emerging markets or empowered by new technologies, focused on Japan, sharpened by digitization or dedicated to managing volatility. Nomura connects these influences, in fresh and surprising ways, and combines them with the latest thinking to help our clients maintain their business advantage. Nomura's podcast series explores the latest trends in markets with weekly updated episodes where ...
 
We are simplifying finance for the next generation! Every episode involves student hosts Rohan Gupta and Alex Patel discussing and simplifying a topic in finance with an all-star expert on it in order to improve your understanding of the world of finance. This podcast is mainly meant for high school and college students, but anyone can tune and learn finance in the most relatable, understandable, and simplified way! We are the first and only student-run and student-focused podcast centered o ...
 
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show series
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US and Canada, it’s all about jobs with NFP, ADP, JOLTs and ISM. With banking data worth tracking too. In Europe it’s Euro Area PPI, Swiss CPI, and PMIs for Sweden, Norway, Italy and Switzerland. Then it’s the latest from…
 
In this episode of Exchanges at Goldman Sachs: Great Investors, Stephen Pagliuca, senior advisor at Bain Capital, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his career in private equity at Bain Capital, his views on the economy and investment landscape, and his experience managing the Boston Celtics and Atalanta so…
 
In this episode, we discuss cyber security as an ESG factor or governance risk with Jason Mortimer, Head of Sustainable Investment for Fixed Income at Nomura Asset Management. We examine the growing threat of cyber security, regulatory tightening, and why it should be on the minds of ESG investors. We also take note of how Nomura Asset Management's…
 
Dara Khosrowshahi Uber of CEO What’s the future of transportation? How will Uber adapt to autonomous vehicles? And what is their CEO’s Uber rating? Tune in and find out! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke with additional input from our port…
 
In an era of geopolitical instability and economic uncertainty, what are the implications for companies and investors? In the latest episode of Exchanges at Goldman Sachs, George Lee and Jared Cohen, the co-heads of Goldman Sachs’ newly created Office of Applied Innovation, discuss shifts in the geopolitical landscape, how rapidly evolving technolo…
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US it’s PCE inflation, consumer confidence, GDP, Chicago PMI, Dallas Fed and UoM inflation expectations. In Europe it’s Flash CPI, German IFOs, UK mortgage approvals and Sweden’s economic tendency survey. Then it’s the la…
 
Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and restore confidence. So, has the fallout been contained? And what does…
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US it’s the FOMC meeting, will they cut rates? Flash PMIs, durable goods orders and Canadian CPI. In Europe it’s the BOE, SNB and Norges bank. Flash PMIs, German ZEWs, PPI and UK CPI. Then it’s the latest from Asia with t…
 
The collapse of Silicon Valley Bank and Signature Bank has sparked broader concerns about the health of the banking industry. So what is the significance of these events? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Richard Ramsden, who leads the coverage of the banking sector, and Lotfi Karoui, chief credit strateg…
 
“I'm very concerned that European citizens will have lack of access or much lower access to some of the new medicines” says CEO of Novo Nordisk. He also share some interesting perspectives about the importance of purpose and their new weight loss drug. The production team on this episode were PLAN-B’s Niklas Figenschau Johansen and Nikolai Ovenberg…
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US it’s all about CPI, PPI and retail sales. In Europe it’s the ECB meeting, final CPI figures, the UK budget, Labour markets and inflation expectations. Then it’s the latest from Asia with Japan’s Shunto wage negotiation…
 
In this episode, Nicolai Tangen talks to Patrick Pouyanné Chairman and CEO at TotalEnergies, one of the largest energy companies in the world. Nicolai and Patrick discuss net zero, challenges and opportunities in the energy transition and Patrick share some fascinating insight of his past meetings with Vladimir Putin before the invasion. Unfortunat…
 
Stronger economic data has recently raised concerns that inflation is likely to remain stickier than expected. In the latest episode of Exchanges at Goldman Sachs, Rick Rieder, chief investment officer of Global Fixed Income at BlackRock, and Praveen Korapaty, chief interest rates strategist at Goldman Sachs Research, say interest rates have somewh…
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US, we have a range of labour market data with NFP, ADP and JOLTs, the Bank of Canada meeting and a question on whether US data will continue to surprise. In Europe, it’s the Euro Sentix survey, retail sales, Norway CPI, …
 
How are retailers navigating an environment of slowing consumer demand, high interest rates and rising prices? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs’ Vishaal Rana, is joined by AutoZone Chairman, CEO and President William C. Rhodes III, Best Buy CEO Corie Barry, and Ikea U.S. CEO and Chief Sustainability Officer Javier …
 
In our latest Fireside Chats podcast, we speak with Charlie McElligott, Managing Director - Cross Asset Strategy, to ask him if the strong US data is a macro game changer. We discuss whether the latest data surprises will impact the US outlook, how far the rates re-pricing can go and where the next market narrative could fall.…
 
In this episode, Nicolai Tangen talks to Jean-Pascal Tricoire, CEO and Chairman of Schneider Electric, the world’s largest maker of electrical equipment. The group born out of the industrial revolution is now undergoing a 15-year transformation to a sustainable and digital age. Nicolai and Jean-Pascal discuss this transformation along with geopolit…
 
As the global economic backdrop continues to improve, is it time to invest in emerging markets? In the latest episode of Exchanges at Goldman Sachs, Kay Haigh, co-CIO of Fixed Income, and Hiren Dasani, co-head of emerging markets equity, within Goldman Sachs Asset & Wealth Management, discuss the recent rally in emerging markets and the outlook for…
 
In a special episode of the Exchanges at Goldman Sachs podcast, Goldman Sachs Chairman and CEO David Solomon shares his views on the macroeconomic environment — including his concern that inflation is likely to be “stickier” and harder to manage — as well as what’s on the minds of clients and the CEOs he meets with.…
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US we have ISM manufacturing and services, durable goods orders, consumer confidence and trade data. In Europe, it’s Euro area flash CPI, confidence surveys, unemployment and PPI. As well as UK shop prices, consumer credi…
 
As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head of Internet coverage, and Kash Rangan, head of software coverage, discu…
 
In this podcast, we talk with Ting Lu, our Chief China Economist from the Asia economics team to ask him if China’s reopening is running full steam ahead. We discuss how much of a growth and inflation bounce back we can expect from China’s reopening, the impact of government policy, the potential for a credit growth rebound, and what this means for…
 
What will come after AI? Is net zero in 2050 a realistic goal? And what does Bill Gates read? We will cover all this and much more in this special bonus episode! The production team on this episode were PLAN-B’s Nikolai Ovenberg and Niklas Figenschau Johansen. Background research was done by Sigurd Brekke. Hosted on Acast. See acast.com/privacy for…
 
In this episode of our Week Ahead podcast series, we look at the main themes driving global markets over the coming week. In the US, we have the FOMC minutes, PCE, UoM, Chicago Fed PMIs and GDP. In Europe it’s flash PMI week, will the growth rebound continue? As well as ZEWs, IFOs, consumer confidence and UK CBI trends. Then it’s the latest from As…
 
2022 was a difficult year for investors' portfolios, and while our Investment Strategy Group expects this year to be less turbulent for markets, there is still a fog of uncertainty facing investors. So, should investors stay invested in the markets? In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, head of the Investmen…
 
In this episode of our Week Ahead podcast series, we look at the main themes that will drive global markets over the coming week. In the US it’s all about US CPI – it will set the narrative for the month, along with retail sales, PPI, NFIB and Empire manufacturing. In Europe it’s the UK data week with CPI, labour market and retail sales as well as …
 
In this episode of Exchanges at Goldman Sachs: Great Investors, Marc Rowan, CEO and co-founder of Apollo Global Management, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about leading one of the world’s largest alternative asset managers, the fundamental changes that are reshaping markets and economies, building a strong wo…
 
In this episode, Nicolai Tangen talks to Nandan Nilekani Co-founder and Chairman of Infosys, one of the world’s largest IT companies with more than 300 000 employees. Nandan has had an amazing career both at Infosys and for the Indian government where he led the biggest social project on the planet. The production team on this episode was PLAN-B’s …
 
Recession was the big fear heading into 2023, but the global growth outlook seems to be — if anything — improving. But could this better growth outlook in itself reignite inflation concerns? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Jan Hatzius, Stanford’s Hoover Institution’s John Cochrane and Carlyle Co-founder…
 
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s used vehicle prices, the University of Michigan survey, Fedspeak and the senior loan officer survey. In Europe we’ve got the Riksbank, The Euro sentix, UK BRC and RICS housing data as well as a de…
 
In this episode of Exchanges at Goldman Sachs: Great Investors, Pete Stavros, co-head of Americas Private Equity at KKR, speaks with Alison Mass, chairman of Goldman Sachs Investment Banking, about his role in implementing broad-based employee ownership models, his views on the economy and investment landscape, and his efforts to enhance the financ…
 
In this episode, we delve into global policy and regulatory themes for the year ahead with Andrew Bowley, Managing Director for Group Sustainability Strategy at Nomura. We examine whether ESG can regain the ground it lost in 2022 after banks threatened to leave key climate groups and asset managers faced pressure from investors and politicians over…
 
In this episode, we explore the outlook for sustainable M&A with Jeff McDermott, Global Co-Head of Investment Banking at Nomura. We hone in on the sectors to watch including carbon capture technologies and sustainable food, while considering whether the coming 12 months may be a tipping point for moving away from a fossil fuel economy. We also disc…
 
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s the Fed meeting, expect 25bps but how soon will hikes come to an end? Data wise we have NFP, ADP, ISM and JOLTS too. In Europe we’ve got both the ECB and the BOE meetings, important CPI data and e…
 
In this episode, Nicolai Tangen talks to Henry Fernandez, CEO of MSCI, one of the largest index providers in the world. Nicolai and Henry discuss the power of index providers, and do they have too much influence? ESG investing and the current backlash in the US, will it remain? And Henry share many interesting personal stories about his upbringing …
 
Commodities were the best-performing asset class in 2022 but have recently taken a hit as recession fears loom. So what's in store for them in 2023? In the latest episode of Exchanges at Goldman Sachs, Jeff Currie, global head of commodities research, explains why commodities are poised to outperform.…
 
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s PCE inflation, PMIs and GDP before the upcoming February FOMC meeting. In Europe it’s all about whether growth bounces back in IFOs and PMIs as well Labour strikes. The macro notes of the week hav…
 
In this episode of Fireside Chats, we talk with George Buckley and Andrzej Szczepaniak from the European Economics team to discuss if the ECB will be the last major central bank hiking in this cycle and their ECB policy outlook with consideration to the latest growth, inflation and labour markets data.…
 
What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-head of the economics team covering Central & Eastern Europe, the Middle East and Africa, discusses the team’s long-term projections and the continued …
 
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s Empire manufacturing, retail sales, PPI, Industrial production, Philadelphia Fed and Fed speakers. In Europe it’s German ZEWs, UK labour, CPI, retail sales and RICs housing data. Then we mix thing…
 
What’s in store for economies and markets in 2023? In the latest episode of Exchanges at Goldman Sachs, Jan Hatzius, head of Goldman Sachs Research and the firm’s chief economist, and Dominic Wilson, Senior Advisor in the Global Markets Research Group, explain why they believe the U.S. can avoid a recession and how the economic landscape is improvi…
 
In this episode, Nicolai Tangen talks to Larry Fink, CEO and Chairman of BlackRock, the largest fund in the world. Check out the episode to learn about how BlackRock became the largest fund in the world, the famous letter he writes annually and his thoughts on the ESG backlash. The production team on this episode were PLAN-B’s Martin Oftedal and Ol…
 
In this episode of our Week Ahead podcast series, we’ll be looking at the main themes that will drive global markets over the coming week. In the US it’s arguably the most important event of the month with US CPI, the NFIB survey and UoM sentiment. In Europe it’s the Sentix survey, industrial production, UK BRC retail sales and the trade balance. T…
 
After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sachs, Stephan Feldgoise and Mark Sorrell, the co-heads of the Global Mergers and Acquisitions business in Goldman Sachs Investment Banking, discuss the…
 
In this episode of our ESG 360 podcast, we review the key takeaways from the ESG in East Asia series, including the shortcomings in current ‘S’ data and why the ‘S’ component is under-researched. We take note of the data for five big geographies in East Asia and where, in particular, Japan and South Korea stand broadly versus peer countries. We als…
 
The recent rapid collapse of cryptocurrency exchange FTX on the heels of the crash of Terra’s Luna stablecoin and the failure of the Celsius crypto lending platform has sent shockwaves through the crypto ecosystem. In the latest episode of Exchanges at Goldman Sachs, Former Chairman of the Securities and Exchange Commission Jay Clayton, Former Chai…
 
In this episode of our Fireside Chats podcast series, we talk with Rob Subbaraman, Global Head of Macro Research, and Sonal Varma, Chief Economist India & AEJ, on the 2023 outlook. We discuss why the potential for a long recession awaits and how inflation might be more structural than we think, how Asia will possibly come out of 2023 leading the la…
 
In this episode, Nicolai Tangen talks to CFO of General Electric, Carolina Dybeck Happe. She’s widely regarded as one of the best CFOs in the world. The production team on this episode were PLAN-B’s Martin Oftedal and Olav Haraldsen Roen. Background research were done by Sigurd Brekke with additional input from our portfolio manager Martin Prozesky…
 
Banks are often seen as a bellwether for the economy—so what are they signaling about the outlook for the US? GS Research’s Richard Ramsden and Alex Blostein discuss in the latest episode of Exchanges at Goldman Sachs, also sharing the themes and sentiment they took away from the recent GS US Financial Services Conference.…
 
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