Best CIO Exchange Podcasts (2025)

1
Kris Kumar, Founder and CIO, Goose Hollow Capital 59:13

4d ago59:13

59:13

It was a pleasure to welcome Kris Kumar, founder and CIO of Goose Hollow Capital, back to the Alpha Exchange. Kris presents a compelling argument that traditional economic frameworks centered on consumption are becoming obsolete as AI-driven capital expenditure emerges as the dominant growth engine. With companies spending $400 billion annually on …

1
Rainy Day Insurance Amidst the Sunshine 28:12

6d ago28:12

28:12

As the summer winds down, and there’s so little daily motion in the SPX, the realized vol spike of April feels further in the rear view. I often suggest that periods of calm in the market can cloud our thinking about risk. Sometimes markets get caught in low vol moods and this is one of them. But low realized volatility should not be viewed as an a…

1
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets 45:30

6d ago45:30

45:30

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This episode was recorded on July 16, 2025. Learn more about your ad choic…

1
Ben Hunt, Co-Founder, CIO and President, Perscient 48:33

12d ago48:33

48:33

On this episode of the Alpha Exchange, I was joined by Ben Hunt, Co-founder and CIO of Perscient. Ben has built his career around one powerful idea: that the stories we tell—whether in politics, markets, or everyday life—shape our behavior far more than we realize. In the mid-2000s, entering Wall Street from outside its traditional ranks gave him a…

1
Cybersecurity Isn’t Just the CIO’s Job Anymore 29:41

13d ago29:41

29:41

One phone call. One click. That’s all it takes. In this episode, Jess Carter talks with Jeffrey Foresman, VP of Cybersecurity at Resultant, about why today’s most dangerous breaches don’t start with technical flaws, but with people. With over 30 years in the field, Jeffrey shares stories of social engineering attacks that bypass sophisticated defen…

1
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing 39:06

13d ago39:06

39:06

Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

1
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies 51:00

18d ago51:00

51:00

As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser discusses his approach to investing with Goldman Sachs’ Ken Hirsch. This …

1
AI Exchanges: AI’s Impact on Employment 23:37

20d ago23:37

23:37

One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potential for labor displacement as adoption increases, as well as the industries and roles that could be most affected. This episode was recorded on July 31, …

1
Empowering Employers and Job Seekers with Real-Time Labor Insights 31:46

27d ago31:46

31:46

Regional workforce boards often have access to labor market data but lack tools to make it usable for the communities they serve. In this episode, Jess Carter talks with Executive Director Phedra Redifer and Workforce Research Analyst Jacob Jimenez from Workforce Solutions for North Central Texas about how their team created interactive dashboards …

1
Revenge of the Meme Stocks 13:19

27d ago13:19

13:19

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

1
Are Investors Complacent? 34:12

1M ago34:12

34:12

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
#258 - Bitcoin as a Core Treasury Asset with ReserveOne’s Jaime Leverton and Sebastian Bea 41:44

1M ago41:44

41:44

On today’s show we welcome special guests, ReserveOne’s CEO Jaime Leverton and President Sebastian Bea. ReserveOne is a newly formed, first-of-its-kind digital asset management firm inspired by the proposed U.S. Strategic Bitcoin Reserve and Digital Asset Stockpile. On the show, we discuss: Their “bitcoin moment” and what initially got them interes…

1
Distributions have Consequences 22:24

1M ago22:24

22:24

On my mind is correlation. There are plenty of financial market correlations, both implied and realized. In equities, we talk a good deal about the correlation implied by the relationship between S&P 500 index implied vol and the implied vol on the stocks within the index. That’s been low, to put it mildly. How about the correlation between the dol…

1
AI Exchanges: Where Will the Power Come From? 22:28

1M ago22:28

22:28

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the prom…

1
Solving for Mission-Aligned Outcomes with AI-Driven Grant Management Tool Eddi 34:37

1M ago34:37

34:37

Public sector leaders are sitting on a wealth of valuable data. But too often, they can’t act on it. In this episode, Jess Carter talks with Jeremy Bhatia, founder and CEO of Eddi, about how his platform helps government-funded organizations make sense of scattered financial and performance data. Jeremy shares what led him to start Eddi, how the pa…

1
The Surprising Implications of an Aging Population 17:15

2M ago17:15

17:15

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
#257 - Crypto Treasury Companies with Upexi’s CSO Brian Rudick and Meteora’s CIO Vik Mittal 39:21

2M ago39:21

39:21

On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss: What is a crypto treasury company…

1
How to Use AI and Data Better in Everyday Life with Jess Carter 32:06

2M ago32:06

32:06

From writing better emails to helping her son learn the alphabet, Jess Carter is using AI in unexpected ways. In this Q&A episode, Jess shares how she’s integrating AI into both her professional and personal routines, with real examples that span leadership, data storytelling, parenting, and everyday problem-solving. She offers practical advice for…

1
Commodities Outlook: What’s Driving Oil, Gold, and Base Metals 20:54

2M ago20:54

20:54

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

1
#256 - Quant Investing in Digital Assets with Starkiller Capital CIO Leigh Drogen 41:25

2M ago41:25

41:25

On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss: Core tenets of their approach to crypto investing Trend following and yield farming in crypto Their approac…

1
Benn Eifert, Founder and CIO, QVR Advisors 50:44

2M ago50:44

50:44

The clearing price of optionality in the market is impacted by a myriad of factors. To be sure, the economy and corporate profit cycle, the stance of monetary policy and geopolitical risk all matter. Flows in the derivatives markets are also of consequence as they impact the environment for supply and demand. And in this context, it was excellent t…

1
Mid-year outlook: diversify and hedge 25:49

2M ago25:49

25:49

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in th…

1
Is a US fiscal crisis ahead? 20:16

2M ago20:16

20:16

Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about…

1
Duolingo's Winning Data Strategy with Bilal Zia, Head of Data Science and Analytics 31:05

2M ago31:05

31:05

Most people know Duolingo as the fun language app with the green owl, but behind the scenes, it’s a data science team using AI and analytics to transform how we learn. In this episode, Jess Carter sits down with Bilal Zia, head of data science and analytics at Duolingo, to discuss what it takes to lead with data within one of the world’s most popul…

1
John Marshall, Head of Derivatives Research, Goldman Sachs 1:00:46

2M ago1:00:46

1:00:46

It was a pleasure to welcome John Marshall, Head of Derivatives Research at Goldman Sachs, to the Alpha Exchange. Our conversation explores a number of critical topics starting with the meaningful growth of equity funds deploying options as part of a risk management overlay. John describes how covered call ETFs and systematic vol-selling funds have…

1
Sayings on Vol and Risk...A Fresh 10 21:05

2M ago21:05

21:05

Greetings and salutations loyal listeners, welcome to what promises to be another exciting addition to our Sayings on Vol and Risk. To set the table, last year, I did a 5-part series with 25 Sayings. These are concise statements I’ve wound up using many times over during the course of my career to help myself and others think about market risk. The…

1
Dan Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management 1:05:06

2M ago1:05:06

1:05:06

Today’s world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like th…

1
How to win: Steve Cohen on markets and the Mets 22:20

2M ago22:20

22:20

What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Sy…

1
A German economic revival? 18:44

3M ago18:44

18:44

Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and…

1
Mitchell Garfin, Co-Head of Leveraged Finance, BlackRock 54:10

3M ago54:10

54:10

With nearly three decades at BlackRock, Mitch Garfin brings a deep well of experience to his role as Co-head of Leveraged Finance, overseeing high yield and leveraged loan strategies for the firm. In this episode, we explore the evolution of the credit landscape — from structural shifts in the high-yield market that leave indices of higher credit q…

1
How Goldman Sachs’ John Waldron is navigating “a more uncertain time” 24:50

3M ago24:50

24:50

In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Sayings on Vol and Risk...A Fresh Five 19:10

3M ago19:10

19:10

In 2024, I did a 5-part podcast series called “25 Sayings on Vol and Risk”. These are observations I’ve found do a nice job of describing how markets work, or perhaps better said, how markets sometimes fail to work. Because markets are always teaching us lessons, I couldn’t help but add to the original 25 with five new sayings. I’ll follow up in sh…

1
Southwest Airlines on Making AI Work Across the Enterprise 29:02

3M ago29:02

29:02

AI can feel abstract until it’s tied to something real. At Southwest Airlines, it’s used to improve flight operations, support frontline staff, and help leaders make faster decisions. In this episode, Jess Carter chats with Justin Bundick, managing director of artificial intelligence at Southwest Airlines. He shares how the airline built an AI stra…

1
Will legal challenges end the trade war? 16:15

3M ago16:15

16:15

A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 202…

1
How AI, tariffs, and the energy transition are reshaping infrastructure investing 24:09

3M ago24:09

24:09

AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more abou…

1
A world of opportunity: Rob Citrone’s best ideas 22:23

3M ago22:23

22:23

Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Building Trust with Data: Inside Indiana DWD’s Governance Journey 29:13

3M ago29:13

29:13

Data governance depends on data management and vice versa. You need both working together to make data reliable, usable, and secure. In this episode, Jess Carter talks with Diana Barrett and Stephanie Semaan from the Indiana Department of Workforce Development (DWD). With data management already in place, they recognized the need for data governanc…

1
Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America 53:59

3M ago53:59

53:59

As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm’s institutional client base understand the complex risk dynamics that impose themselves on today’s markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning…

1
Is Fed independence at risk? 24:52

3M ago24:52

24:52

In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode explores the latest Top of Mind report. This episode was recorded on April 30, May 6, and May 19, 2025. Learn more about your ad choices. Visit megapho…

1
Equity risks and alts opportunities 19:11

3M ago19:11

19:11

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks…

1
AI in post-acute care: Insights from Scott Hampel, President of Medalogix 21:57

4M ago21:57

21:57

In the latest episode of the Post-Acute POV podcast, our host Shane Curtis, Head of Revenue and Customer Success for Home Health and Hospice, is joined by Scott Hampel, President of Medalogix, to explore the integration between MatrixCare and Medalogix for the Pulse platform—a clinical decision support tool for home health and hospice agencies. The…

1
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager 41:10

4M ago41:10

41:10

Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
AI Exchanges: How tech giants are navigating the AI landscape 23:07

4M ago23:07

23:07

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist…

1
Where Creativity Meets Data: Inside Asana’s Marketing Strategy with CMO Shannon Duffy 27:27

4M ago27:27

27:27

Marketing is often misunderstood, seen as either all creativity or all data. In truth, it’s both. Great marketing lives at the intersection of bold ideas and sharp analytics, and few leaders navigate that space better than Shannon Duffy, chief marketing officer at Asana. In this episode, Shannon joins Jess Carter to share how she drives marketing t…

1
Coordinating the ecosystem: Navigating the post-acute patient journey 37:29

4M ago37:29

37:29

In the latest episode of the Post-Acute POV podcast, host Jim Berklan, Executive Editor of McKnight’s Long-Term Care News, introduces a dynamic panel discussion led by Chris Pugliese, Head of Interoperability at ResMed. Joining the conversation are Chris Lukezic, RN, Director of Clinical Informatics at Saber Healthcare Group, along with Tanna Wrigh…

1
Stagflation and the Fed's next move 13:42

4M ago13:42

13:42

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and stickier prices. Learn more about your ad choices. Visit megaphone.fm/adchoi…

1
Corey Hoffstein, CIO, Newfound Research 1:00:07

4M ago1:00:07

1:00:07

Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to re…

1
How AI and geopolitics are reshaping cybersecurity 13:59

4M ago13:59

13:59

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Goldman Sachs’ investment banking business, explains the drivers behind activity and the innovation in the sector. Learn more about your ad choices. Visi…

1
The VIXgilantes Strike Back 31:56

4M ago31:56

31:56

In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …

1
Matt King, Founder, Satori Insights 56:09

4M ago56:09

56:09

For Matt King, evaluating market risk is often about pinpointing vulnerabilities within the financial system. Over the many years he's been advising institutional investors, he's gone where the action is - in the dotcom era it was corporate balance sheets, in the pre-GFC period it was asset-backed CP and in the last decade it's been sovereigns and …

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