Best David Waldron Podcasts (2025)

1
Is a US fiscal crisis ahead? 20:16

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

7d 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

9d 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
Speaking Philosophically: Communication at the Limits of Discursive Reason 54:16

12d ago54:16

54:16

Tom joins us to discuss his book Speaking Philosophically: Communication at the Limits of Discursive Reason (Bloomsbury, 2023). Western philosophy has often claimed for itself not just a distinct sphere of knowledge, but a distinct form of communication, set against ordinary speech. For some philosophers, authentic philosophizing demands a specific…

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

14d 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
Will legal challenges end the trade war? 16:15

16d 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

24d 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

29d 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
Anne C. Klein on Becoming a Buddha & Being Human too 1:28:47

30d ago1:28:47

1:28:47

You’re human, but are you also a Buddha? If so, which one comes first? What does it mean to be human? What is a Buddha exactly? Is our humanity lost or superseded if we become a Buddha? Such questions might interest our more philosophical listeners. Being Human and a Buddha Too (Wisdom Publications, 2023) by today’s guest Anne Klein explores the 7-…

1
Is Fed independence at risk? 24:52

1M 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

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

1M 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

1M 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
Public Affairs: Zach Frosch 27:15

1M ago27:15

27:15

Originally aired on May 5th, 2025.By WRBH Reading Radio

1
Public Affairs: Rashawn Carriere 29:13

2M ago29:13

29:13

Originally aired on April 28th, 2025.By WRBH Reading Radio

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

2M 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
Why the Puritans Still Matter Today | Dr. Stephen Yuille 33:31

2M ago33:31

33:31

By G3 Ministries

1
How AI and geopolitics are reshaping cybersecurity 13:59

2M 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
How insurers are navigating volatile markets 19:07

2M ago19:07

19:07

As 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…

1
Public Affairs: Mayte Hernandez 27:40

2M ago27:40

27:40

Originally aired on April 21st, 2025.By WRBH Reading Radio

1
Public Affairs: Charles Fuschillo 27:17

2M ago27:17

27:17

Originally aired on April 14th, 2025.By WRBH Reading Radio

1
Public Affairs: Dr. David Kennedy 27:32

2M ago27:32

27:32

Originally aired on April 7th, 2025.By WRBH Reading Radio

1
Public Affairs: Jamie Wax 29:06

2M ago29:06

29:06

Originally aired on March 31st, 2025.By WRBH Reading Radio

1
Public Affairs: Tara Waldron 30:00

2M ago30:00

30:00

Originally aired on March 24th, 2025.By WRBH Reading Radio

1
Public Affairs: Sandra Herman 28:15

2M ago28:15

28:15

Originally aired on March 17th, 2025.By WRBH Reading Radio

1
Will tariffs lead to a recession? 25:40

2M ago25:40

25:40

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…

1
Writer's Forum: Nate DiMeo 28:37

2M ago28:37

28:37

Originally aired on April 16th, 2025.By WRBH Reading Radio

1
Writer's Forum: Sharon Lacour 22:15

2M ago22:15

22:15

Originally aired on April 1st, 2025.By WRBH Reading Radio

1
Writer's Forum: Cynthia Pelayo 28:41

2M ago28:41

28:41

Originally aired on March 25th, 2025.By WRBH Reading Radio

1
Wrier's Forum: Lisa Genova 29:16

2M ago29:16

29:16

Originally aired on March 18, 2025.By WRBH Reading Radio

1
Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment 37:59

2M ago37:59

37:59

On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic focus on diversification, and where he sees the next big investment opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
The case for private credit 19:30

2M ago19:30

19:30

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the ris…

1
The recession question 33:44

2M ago33:44

33:44

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Recession watch: How to hedge now 11:46

2M ago11:46

11:46

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges. This episode was recorded on April 8, 2025. Learn more about your a…

1
Writer's Forum: Zeeva Bukai 29:28

2M ago29:28

29:28

Originally aired on March 11th. 2025.By WRBH Reading Radio

1
Writer's Forum: Bob Johnson 27:43

2M ago27:43

27:43

Originally aired on March 4th, 2025.By WRBH Reading Radio

1
Writer's Forum: Nick Kolakowski 27:34

2M ago27:34

27:34

Originally aired on February 25th, 2025.By WRBH Reading Radio

1
Bain Capital’s David Gross on global opportunities and private equity’s evolution 35:30

3M ago35:30

35:30

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alternative investments. Learn more about your ad choices. Visit megaphone…

1
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace 25:37

3M ago25:37

25:37

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. Learn more about your ad choices. Visit…

1
Peter Sloterdijk Knows it All 1:12:01

3M ago1:12:01

1:12:01

Today’s guest is Dr Thomas Sutherland, author of the Bloomsbury title, Speaking Philosophically: Communication at the Limits of Discursive Reason (Bloombury, 2024), lecturer in digital media at the University of Southampton, and researcher into digital culture and the humanities, the history of philosophy and contemporary continental philosophy, an…

1
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class 44:33

3M ago44:33

44:33

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 o…

1
Are credit investors nervous about recession risk? 15:19

3M ago15:19

15:19

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…

1
How tariffs will impact the US economy 19:30

3M ago19:30

19:30

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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

1
Theonomy Old and New: A Reformed Baptist Assessment with Sam Waldron & Tom Hicks 45:20

4M ago45:20

45:20

Theonomy, also known as Christian Reconstructionism, has seen a revival in recent decades. The early movement, led by R.J. Rushdoony, Gary North, and Greg Bahnsen, taught what Bahnsen described as “the abiding validity of the Mosaic law in exhaustive detail.” But how does this teaching align with Scripture and the Reformed tradition? In this video,…

1
Trump’s tariffs: Big talk or big action? 17:32

4M ago17:32

17:32

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 Competitive…

1
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund 33:18

4M ago33:18

33:18

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series. This episode was recorded on February 20, …