Goldman Sachs Exchanges
Goldman Sachs
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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
Episodi precedenti
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556 - The Surprising Implications of an Aging PopulationTue, 08 Jul 2025
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555 - Commodities Outlook: What’s Driving Oil, Gold, and Base MetalsTue, 01 Jul 2025
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554 - Mid-year outlook: diversify and hedgeMon, 23 Jun 2025
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553 - Is a US fiscal crisis ahead?Wed, 18 Jun 2025
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552 - How to win: Steve Cohen on markets and the MetsThu, 12 Jun 2025
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551 - A German economic revival?Tue, 10 Jun 2025
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550 - How Goldman Sachs’ John Waldron is navigating “a more uncertain time”Thu, 05 Jun 2025
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549 - Will legal challenges end the trade war?Tue, 03 Jun 2025
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548 - How AI, tariffs, and the energy transition are reshaping infrastructure investingTue, 27 May 2025
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547 - A world of opportunity: Rob Citrone’s best ideasThu, 22 May 2025
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546 - Is Fed independence at risk?Tue, 20 May 2025
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545 - Equity risks and alts opportunitiesTue, 13 May 2025
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544 - From CIO to CEO: TCW’s Katie Koch on running a $200B asset managerFri, 09 May 2025
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543 - AI Exchanges: How tech giants are navigating the AI landscapeWed, 07 May 2025
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542 - Stagflation and the Fed's next moveFri, 02 May 2025
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541 - How AI and geopolitics are reshaping cybersecurityTue, 29 Apr 2025
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540 - How insurers are navigating volatile marketsFri, 25 Apr 2025
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539 - Will tariffs lead to a recession?Wed, 23 Apr 2025
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538 - Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environmentMon, 21 Apr 2025
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537 - The case for private creditTue, 15 Apr 2025
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536 - The recession questionFri, 11 Apr 2025
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535 - Recession watch: How to hedge nowWed, 09 Apr 2025
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534 - Bain Capital’s David Gross on global opportunities and private equity’s evolutionTue, 01 Apr 2025
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533 - AI Exchanges: CIO Marco Argenti on the future of AI in the workplaceTue, 25 Mar 2025
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532 - The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset classFri, 21 Mar 2025
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531 - Are credit investors nervous about recession risk?Tue, 18 Mar 2025
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530 - How tariffs will impact the US economyTue, 11 Mar 2025
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529 - Trump’s tariffs: Big talk or big action?Tue, 04 Mar 2025
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528 - Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fundFri, 28 Feb 2025
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527 - Macro questions and market strengthTue, 18 Feb 2025
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526 - Tariffs: What’s ahead and why it mattersThu, 13 Feb 2025
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525 - AI Exchanges: Will falling costs drive new opportunities?Tue, 04 Feb 2025
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524 - Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private creditWed, 29 Jan 2025
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523 - Navigating the volatility in global bond marketsTue, 21 Jan 2025
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522 - Keep on truckin’: Will the US continue to outperform other markets?Tue, 14 Jan 2025
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521 - Navigating 2025: Why investors need to diversify and hedge their portfoliosWed, 08 Jan 2025
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520 - A perfect setup for the financial sector?Fri, 20 Dec 2024
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519 - The outlook for global deal-makingWed, 18 Dec 2024
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518 - Will China’s policy stimulus be enough?Mon, 16 Dec 2024
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517 - Investing in Sports: Women’s Sports and the FutureFri, 13 Dec 2024
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516 - What investors expect from TrumpMon, 09 Dec 2024
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515 - Investing in Sports: Building A Better Fan ExperienceFri, 06 Dec 2024
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514 - Should investors worry about market concentration?Tue, 03 Dec 2024
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513 - How AI could impact geopoliticsTue, 26 Nov 2024
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512 - Investing in Sports: A New Media ModelFri, 22 Nov 2024
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511 - 2025 outlook: Will tailwinds trump tariffs?Wed, 20 Nov 2024
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510 - Investing in Sports: The Next Trillion Dollar Market?Fri, 15 Nov 2024
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509 - What Trump’s policies could mean for the FedTue, 12 Nov 2024
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508 - What Trump’s win means for markets and portfoliosThu, 07 Nov 2024
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507 - How Clearlake Capital’s José E. Feliciano is finding value across private marketsMon, 04 Nov 2024
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