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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The CIO exchange podcast features technology and business leaders from around the world, discussing what's working, what's not, and what's next. Through stories of failure, success, passion, and struggle, we explore the ways in which these tech executives have moved both their companies and their careers forward. Each episode is a conversation focusing on a unique topic intended to provide the insight and perspective needed to help others make progress. This podcast is produced by VMware, a ...
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Welcome to The Buzz with ACT-IAC – your source for the hot topics and top issues affecting the federal technology market. Join us each week to hear insights from government and industry leaders, stay informed on the topics facing government, gain access to thought leadership and valuable reports. Subscribe to follow us on your favorite podcast platform.
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The Alpha Exchange is a podcast series launched by Dean Curnutt to explore topics in financial markets, risk management and capital allocation in the alternatives industry. Our in depth discussions with highly established industry professionals seek to uncover the nuanced and complex interactions between economic, monetary, financial, regulatory and geopolitical sources of risk. We aim to learn from the perspective our guests can bring with respect to the history of financial and business cy ...
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The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
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Tune in for informative conversations covering a range of topics for post-acute providers. The Post-Acute POV focuses on the importance of innovative technology in care settings, and how it can help home-based and facility-based organizations optimize clinical, operational, and financial processes while delivering exceptional care and support for patients and residents. With new topics and guests on each episode, we explore trends and solutions that make connecting and collaborating across t ...
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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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Investment Opportunities: Opto Sessions brings you exclusive interviews with the world’s top investors, fund managers and CEOs, uncovering their secrets to success. Tune in to learn how to invest in the next big idea and gain actionable insights from the industry's sharpest minds.
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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…
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Dan Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management
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1:05:06
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1:05:06Today’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…
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How to win: Steve Cohen on markets and the Mets
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22:20
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22:20What 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…
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ICYMI: Top Strategies from Leading Private Sector Contact Centers
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42:08
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42:08In this episode, panelists from industry share their strategies and experiences for improving contact center operations. The session is moderated by Crystal Philcox, a former federal executive at GSA and IRS. Topics discussed include the importance of customer feedback, leveraging AI and analytics for better customer interactions, proactive support…
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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…
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Mitchell Garfin, Co-Head of Leveraged Finance, BlackRock
54:10
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54:10With 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…
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How Goldman Sachs’ John Waldron is navigating “a more uncertain time”
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24:50In 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…
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ICYMI: Contact Center Case Studies - Governments Learn Best from Other Governments
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37:19In this episode, panelists from various government sectors discuss the critical importance of contact centers and share their experiences, challenges, and strategies for improving service delivery. The discussion includes insights into the role of technology, automation, and human factors in transforming contact centers. Key topics covered include …
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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…
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Southwest Airlines on Making AI Work Across the Enterprise
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29:02AI 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…
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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…
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Live at the 2025 Contact Center Annual Summit
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35:39In this special live edition of The Buzz, Pete Tseronis interviews key industry leaders on the critical role of contact centers in delivering services, especially through digital and omni-channel strategies. Key speakers, including Martha Dorris of Dorris Consulting International; Amanda Chavez from Qualtrics; Mia Jordan from Salesforce; Marcellus …
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How AI, tariffs, and the energy transition are reshaping infrastructure investing
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24:09
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24:09AI, 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…
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Rocket Lab CEO On Record Growth & National Security Contracts
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22:26
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22:26Sir Peter Beck, CEO and Founder of Rocket Lab, returns to OPTO Sessions a year after our first conversation to delve deeper into the company’s evolution as an end-to-end space provider, its growing role in national security, record financial performance following Q1 earnings, and the transformative impact of AI on the future of space exploration. 0…
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A world of opportunity: Rob Citrone’s best ideas
22:23
22:23
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22:23Rob 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…
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Building Trust with Data: Inside Indiana DWD’s Governance Journey
29:13
29:13
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29:13Data 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…
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The Human Element in Tech and Mission with CIO, DOC Brian Epley
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27:33In this episode of the Buzz , Pete Tseronis interviews Brian Epley, Chief Information Officer at the United States Department of Commerce. They discuss the intersection of mission-driven technology and humanizing government initiatives. Brian reflects on his journey from the private sector to public service, emphasizing the importance of understand…
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Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America
53:59
53:59
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53:59As 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…
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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…
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Voyager Voices: Stories of Growth and Impact
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25:14In this special live edition of The Buzz, hosted by Yohanna Baez from Jammin Java in Vienna, Virginia, the focus is on Voyager Talks, celebrating the achievements of the ACT-IAC Voyagers program. The event highlights the importance of collaboration between government and industry, featuring professionals from the program and supporting Canines for …
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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…
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AI in post-acute care: Insights from Scott Hampel, President of Medalogix
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21:57In 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…
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From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
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41:10Katie 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…
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AI Exchanges: How tech giants are navigating the AI landscape
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23:07
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23:07US 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…
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Where Creativity Meets Data: Inside Asana’s Marketing Strategy with CMO Shannon Duffy
27:27
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27:27Marketing 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…
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The Power of Connection: Lessons from the Voyager Program
28:34
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28:34In this special live edition of The Buzz, host Yohanna Baez broadcasts from Jammin Java in Vienna, Virginia, hosting the signature Voyager Talks event. This episode highlights the ACT-IAC Voyagers program, a professional development program for rising leaders in government and industry. Yohanna interviews Andrew Powell, Chief Growth Officer of Stro…
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Coordinating the ecosystem: Navigating the post-acute patient journey
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37:29In 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…
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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…
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Quantum Computing is Real & Commercial Today, says D-Wave CEO
43:16
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43:16Dr. Alan Baratz, D-Wave CEO, joins OPTO Sessions to discuss the current state and future of quantum computing, emphasizing the unique capabilities of D-Wave's quantum annealing technology. He explains how quantum computing can solve complex problems more efficiently than classical computers, highlighting real-world applications and the growing mome…
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Corey Hoffstein, CIO, Newfound Research
1:00:07
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1:00:07Corey 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…
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The Buzz Live: Creativity and Collaboration at Voyager Talks
25:26
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25:26In this special live edition of The Buzz, host Yohanna Baez reports from Jamin Java in Vienna, Virginia, celebrating the ACT-IAC Voyagers program and its impact on government and industry leaders. The episode features an inspiring conversation with Colette Creech, Director of Growth Operations at Gunnison Consulting Group, discussing her team's pre…
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How AI and geopolitics are reshaping cybersecurity
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13:59The 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…
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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 …
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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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How insurers are navigating volatile markets
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19:07As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Matt Armas, who share findings from their 14th annual Global Insurance Survey, discuss how insurers are adapting to economic challenges and opportunities…
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The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman Sachs Research’s Jan Hatzius, and American Compass’ Oren Cass speak wi…
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