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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Growth shocks, not just inflation, to be a primary driver of markets
Manage episode 403932347 series 3485531
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios.
Learn more about your ad choices. Visit megaphone.fm/adchoices
102 episoade
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Manage episode 403932347 series 3485531
Content provided by Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios.
Learn more about your ad choices. Visit megaphone.fm/adchoices
102 episoade
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Similar cu Goldman Sachs The Markets
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
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…
continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
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…
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continue reading
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