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
--------
22:23
Is Fed independence at risk?
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 megaphone.fm/adchoices
--------
24:52
Equity risks and alts opportunities
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 and investors.
This episode was recorded on May 9, 2025.
Learn more about your ad choices. Visit megaphone.fm/adchoices
--------
19:11
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager
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
--------
41:10
AI Exchanges: How tech giants are navigating the AI landscape
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 at Goldman Sachs Research, and George Lee, co-head of
the Goldman Sachs Global Institute, to discuss the implications for investors.
This podcast was recorded on May 2, 2025.
Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html.
Learn more about your ad choices. Visit megaphone.fm/adchoices
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
México