Skip to content
Melo Podcasts Home
CategoriesLanguagesFollowing

Episode notes

Rapid improvements in AI capabilities and growing corporate adoption have led to predictions that the technology could spark large-scale job losses before the end of the decade. Do these concerns have merit? MIT’s Daron Acemoglu and Neil Thompson, and Goldman Sachs Research economist Joseph Briggs discuss with host Allison Nathan. This episode explores the latest Top of Mind report. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The…

Exchanges

by Goldman Sachs · English · Business

In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

More from Exchanges

  1. 21 Jul 2026 · 18 min

    US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth

    As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates unchanged this year before cutting its policy rate in 2027. He also unpacks the factors driving US inflation, highlights the surprising resilience of the US labor market, and explains why he expects US GDP to expand around 2% this year. Recorded on July 20, 2026. The opinions and views expressed herein are as of the…

  2. 15 Jul 2026 · 17 min

    The Growth of the Space Industry

    Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarulli and Erik Sparks in Goldman Sachs Investment Banking. The key driver: launch costs have plunged sharply, opening up access to space and enabling new frontiers of commercial activity. The shift is creating new potential opportunities as well as risks for investors. To learn more about the impact of AI on space, satellites, and other industrial sectors, read Harnessing AI for the Real Economy. Recorded on July 7, 2026. The opinions and views expressed…

  3. 9 Jul 2026 · 29 min

    Ken Griffin on US-China Tensions and AI

    Ken Griffin, the founder and CEO of Citadel, expects agentic artificial intelligence (AI) to enable a “golden age” of entrepreneurship and eliminate some corporate moats, even as the cost of using AI creates a deep moat around other companies. And while some jobs may be replaced by technology, Griffin says he has found that productivity increases from AI have, instead of reducing headcount, allowed his company to pursue new opportunities. Griffin shares his views on geopolitical tensions between the US and China, the need for domestic data center construction in the US, and a range of other…

  4. 23 Jun 2026 · 10 min

    What the IPO Boom Tells Us

    IPO activity has been on the rise in 2026. What does that tell us about investor sentiment, and what impact could the IPO boom have on US equities going forward? Ben Snider, chief US equity strategist in Goldman Sachs Research, shares his views on whether the rise in public offerings is a sign of market strength or a warning that the market is at its peak. Recorded on June 22, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The…

  5. 18 Jun 2026 · 23 min

    Maverick Capital Co-CIOs on Finding the AI Winners

    Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three decades: Rather than trying to time the market, the firm aims to drive performance by taking a long-term view, partnering with management teams, and doing deep diligence on its investments. In an interview with Goldman Sachs’ Tony Pasquariello on the Great Investors podcast, they discuss the investment opportunities in AI and healthcare as well as their complementary skills in a shared role. This episode was recorded on June 4th, 2026. The opinions and…

  6. 17 Jun 2026 · 11 min

    How the US-Iran Deal Could Affect Oil Prices

    Oil prices are expected to fall further following news that the US and Iran agreed to end hostilities and reopen the Strait of Hormuz. But oil is unlikely to return to pre-war levels for some time, according to Goldman Sachs Research's Daan Struyven, co-head of global commodities research and head of oil research. Struyven says that oil is still at risk of rising because of lingering effects from the conflict, persistently low inventory levels, and the possibility that the Strait of Hormuz never fully reopens. Goldman Sachs Research projects Brent oil will average $75 per barrel next year,…

  7. 6 Oct 2026 · 32 minNew

    Inside the Revival of Venture Capital Liquidity with an Industry Pioneer

    As liquidity in venture capital declines, the secondary market is increasingly important for investors and companies, says Hans Swildens, partner in Goldman Sachs Asset & Wealth Management, on Goldman Sachs Exchanges: Great Investors. Swildens explains why companies are staying private longer and how artificial intelligence is creating opportunities as well as headwinds for portfolios. In this conversation with Michael Brandmeyer, global head and chief investment officer of the External Investing Group within Goldman Sachs Asset Management, Swildens also discusses the strategic rationale…

  8. 29 Sep 2026 · 23 min

    How Family Businesses Should Plan for Generational Success

    Companies with significant family ownership generate roughly 70% of global economic output and 60% of the world’s jobs. However, only three in 10 survive to a second generation. In this episode of Goldman Sachs Exchanges, FX de Mallmann, chairman of Goldman Sachs EMEA and chairman of Investment Banking, and Tucker York, chairman of global Wealth Management, discuss why succession is so difficult, how enduring enterprises structure governance, and the mindset shift required after a sale or IPO. Key Takeaways Succession is a two-part decision: Founders must separate management continuity from…

  9. 23 Sep 2026 · 18 min

    Why Markets May Be Pricing in Too Many Fed Rate Hikes

    Markets may be pricing in more tightening by the Federal Reserve than is warranted due to a divergence playing out in the economy, according to Goldman Sachs Vice Chairman and former Dallas Fed President Rob Kaplan. In the Goldman Sachs Exchanges podcast, Kaplan notes that while artificial intelligence (AI) infrastructure and defense spending are continuing to boom, interest-rate sensitive parts of the economy, such as housing and autos, are already straining under higher rates. Taken together, these crosscurrents are creating a more muted response from the Fed. Key takeaways: The Fed may…

  10. 18 Sep 2026 · 42 min

    Rich Friedman on the Rise of Private Markets and AI Investing

    Rich Friedman, chairman of Goldman Sachs Asset Management, says there are still plenty of investment opportunities in private equity, even as private markets have grown far larger than he would have imagined a few decades ago. In this conversation with Alison Mass, chairman of Investment Banking in Goldman Sachs Global Banking & Markets, on Goldman Sachs Exchanges: Great Investors, he explains why he expects the payoff in artificial intelligence to arrive later than the market assumes, and how the discipline he used to build the firm's merchant banking business over 45 years shapes where he…

Every episode of Exchanges →

Take it with you

The Melo app keeps playing with the screen off, works in the car and on your watch, wakes you to your station, and browses the whole catalogue offline. Free, no ads, no account.

Get it on Google Play