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Global data center power demand could rise 170% by 2030 from 2025 levels according to Goldman Sachs Research's Brian Singer and Carly Davenport. They joined hosts Allison Nathan and George Lee on the Goldman Sachs Exchanges podcast to discuss how data centers will source that power, the key bottlenecks, and the impact of growing pushback from some local communities. Key takeaways: The rise in power demand from AI more broadly is forecast to be the equivalent of adding another Japan to the world's power consumption by 2030 compared to the start of 2024. Goldman Sachs Research sees seven key binding constraints for data center power today including price, policy, and people. Delays for connecting data centers to regional US power grids are as long as seven years. The Mid-Atlantic region should remain the largest US data center power market until at least 2030, but the Midwest is set to overtake Texas for second place. 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 material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. Date of Recording August 12, 2026. © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Jason Crowell talks with Ka-Ho Wong about national trends in Medicare reimbursement for inpatient neurologic care, including the widening gap between hospital charges and payments and its implications for healthcare policy. Read the related article in Neurology®. Disclosures can be found at Neurology.org.
Energy markets have been surprisingly resilient amid the disruption to shipping through the Strait of Hormuz. However, there are few signs of relief in markets for refined products such as diesel, gasoline, and jet fuel, says Nitin Jindal, head of Global Commodities in Goldman Sachs FICC and Equities, on The Markets podcast. Jindal also discusses China's remarkable adjustment to the disruption in energy supplies and the outlook for natural gas prices in Europe as winter approaches. 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 material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. Disclosures applicable to information relating to Goldman Sachs Global Banking & Markets, if any, mentioned herein, are available here. https://www.goldmansachs.com/disclaimer/salesandtrading Filmed on August 26, 2026 © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
In part two of this series on the 2026 Alzheimer Association International Conference, Dr. Greg Cooper talks with Drs. Trey Bateman and Gregg Day about recent clinical trials, evolving treatment strategies, and prevention efforts. Disclosures can be found at Neurology.org.
Disclosure has long been one of the principal tools of consumer protection. The basic premise seems straightforward: if consumers are given better information about the terms of a transaction, they should be able to make better-informed decisions. But what if better disclosure works differently for different consumers? And what if a disclosure that improves decision-making overall can, in some circumstances, actually worsen outcomes for financially vulnerable consumers? Those are among the important and provocative questions explored in the latest episode released today of the Consumer Finance Monitor Podcast, hosted by Alan Kaplinsky (founder and former chair for 25 years and now Senior Counsel of the Consumer Financial Services Group at our firm) Alan's guest is Professor Florencia Marotta-Wurgler of NYU School of Law, a leading scholar of consumer law, behavioral law and economics. We discuss her new article, "The Distributional Costs of Effective Consumer Regulation," co-authored with Tamar Kricheli-Katz. The article is available for free on SSRN. The article challenges the conventional way regulators and academics have evaluated consumer disclosures. Rather than simply asking whether disclosure "works," the authors ask a more nuanced question: for whom does it work, under what circumstances, and at what cost? Key Topics Discussed Include: · Better disclosure can reduce mistakes, but not necessarily for everyone in the same way · When salience changes the trade-off · The implications for regulators · What does this mean for behavioral regulation? · A broader lesson about disclosure Professor Marotta-Wurgler's research is particularly compelling because it challenges the assumption that making information more effective is necessarily an unqualified good. Sometimes, a disclosure may not merely inform consumers. It may change what they focus on, how they perceive trade-offs and ultimately what choices they make. That is a lesson regulators, policymakers and industry participants should keep in mind as they design the next generation of consumer protection disclosure rules. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group. We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.
Late-night radio's favorite misfit, Walter Sterling, is back on The Other Side of Midnight to purge the airwaves of the world's most irritating buzzwords—banning everything from "curate" and "going forward" to "vibing," "matcha," and the dreaded "my truth." In this delightfully unhinged hour, UFO expert Dave Scott rants about the government's alien disclosures while James Parker serves up a fresh batch of wild Florida Stories—featuring a road-rage punch over a car compliment, a naked birthday party crasher with a plastic doll, and a cop who left his Sig Sauer in a gas station toilet paper holder.
Key takeaways: The "demo versus product" gap: An AI demo is judged on its best day, but an institutional-grade product is judged on its worst. Building reliable financial tools requires rigorous, auditable grounding frameworks to avoid hallucinations and ensure every output can be traced back to a verified source. Don't bet against the model: Developers should avoid wasting resources on complex workarounds for temporary constraints on models that are evolving rapidly. Instead, they should focus on elements that models cannot natively learn: details specific to the firm, such as proprietary data or how data sets are connected to each other. Tackling legacy constraints: Successful innovation lies in redesigning workflows from first principles rather than simply automating legacy bottlenecks to do the same tasks faster. In this episode of Goldman Sachs Exchanges, Chris Churchman, head of Marquee, Goldman Sachs' digital platform for institutional and corporate clients, talks about building effective artificial intelligence (AI) products for institutional investors. Churchman, who is also co-chair of the Global Banking & Markets AI Working Group, describes an ongoing shift from a world where users must learn software to one where software learns the user. He tells hosts Allison Nathan of Goldman Sachs Research and George Lee, co-head of the Goldman Sachs Global Institute, about the challenges of grounding generative AI in hard facts, and emphasizes the need to design systems that enhance human reasoning rather than outsourcing critical thinking to machines. 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 material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to information relating to Goldman Sachs Global Banking & Markets, if any, mentioned herein, are available: https://www.goldmansachs.com/disclaimer/salesandtrading 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. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. Date of Recording August 11, 2026 © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
In part one of this series, Dr. Greg Cooper talks with Drs. Trey Bateman and Gregg Day about blood-based biomarkers, anti-amyloid therapies, and other highlights from the 2026 Alzheimer Association International Conference. Disclosures can be found at Neurology.org.
Herald welcomes Michelle Kwok to the studio for a closer look into Hong Kong's highly ambitious, tech-fueled cross-border gateway to mainland China.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ZFGflXPStay connected and access free to view reports and videos from HSBC Global Investment Research. Follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research
While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on The Markets podcast. Tuteja also discusses the robust strength in earnings across 9 of 11 sectors in the S&P 500, elevated volatility among AI-related themes, and the interplay between oil prices, longer-maturity bond yields, and Federal Reserve policy. 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 material provided is intended for informational purposes only, and does not constitute investment, legal, or tax advice, a recommendation from any Goldman Sachs entity to take any particular action or be used as a basis for any other investment decision, or an offer or solicitation to purchase or sell any securities or financial products. Any forward-looking statements, case studies, computations or examples set forth herein are for illustrative purposes only. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any sponsorship, affiliation, endorsement, ownership or license rights between any such company and Goldman Sachs. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. Disclosures applicable to information relating to Goldman Sachs Global Banking & Markets, if any, mentioned herein, are available here. https://www.goldmansachs.com/disclaimer/salesandtrading Filmed on August 19, 2026 © 2026 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Shuvro Roy talks with Prof. Catherine Jutzeler about how age influences neurologic and functional recovery after spinal cord injury and how these findings could inform treatment and future clinical trials. Read the related article in Neurology®. Disclosures can be found at Neurology.org.
Dr. Greg Cooper talks with Dr. Chloe Hill about comparing virtual and in-person neurology outpatient visits for new patients. Read the related article in Neurology®. Disclosures can be found at Neurology.org.
Following another solid US earnings season, Shiva Joon and Duncan Toms look at what's driving the results, how AI is influencing performance, and the main themes companies are focusing on in their updates.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qLNqNb6Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
The US and Japan coordinated on the biggest currency market intervention in 15 years, helping to stabilize a weakening yen. Karen Fishman, senior FX strategist in Goldman Sachs Research, and Praneet Shah, global head of FX options trading in Global Banking & Markets, discuss why the US joined the action, why the yen still appears undervalued, and whether another intervention might follow. Key takeaways: The scale of Japan's intervention was historic, but the US role was symbolic. Japan's operation, estimated to be worth up to $85 billion over July 30 and July 31, was its largest two-day intervention on record outside of October 2011. The US leg was much smaller, but pushed the yen further by signaling the US' willingness to help. Washington's involvement was likely aimed at limiting volatility in US markets. The timing of US support coincided with some volatility in US interest rates, in addition to other factors. Intervention may buy time, but it is a short-term measure. In the longer term, policy measures convincing Japanese investors to shift back towards Japanese assets could help reverse the yen's low valuation. This episode was recorded on August 10, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Dara Albert talks with Dr. Daniel Freedman about the new practice guideline from the American Epilepsy Society on infantile epilepsy, highlighting key findings on medication, dietary therapy, and the importance of early surgical intervention for infants with epilepsy. Read the related guideline here. Disclosures can be found at Neurology.org.
Gold has broken above a key technical level, but what's really driving the move? Jim Iuorio explains why Treasury market fears, Fed policy, the Japanese yen, and yield curve control could be setting up the next major rally in precious metals. He also shares why he believes gold could reach new highs while silver still has work to do. #gold #silver #PreciousMetals------------
Dr. Jessica Ailani talks with Dr. Serena Orr about the genetic risk of migraine and post-traumatic headache in children. Read the related article in Neurology®Genetics. Disclosures can be found at Neurology.org.
Mike McGlone of Bloomberg Intelligence joins us to discuss whether commodities are entering a major turning point. We cover gold, silver, oil, copper, bond yields, inflation, the Fed, and why he believes today's market shares similarities with 2008 and 1929.#gold #bonds #stockmarket ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
Ryan Wang and Dhiraj Narula consider the outlook for US interest rates and bond yields against a backdrop of heightened uncertainty.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kL9gczJStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Chris Vermeulen explains why he's still cautious, where gold could go next, why the Nasdaq may have more upside, and what rising bond yields are signaling. #gold #silver #stockmarket ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver---------------------
Goldman Sachs President John Waldron speaks with Steven Tananbaum, CIO of GoldenTree Asset Management, about how GoldenTree became a credit-focused asset manager overseeing $70 billion. They discuss how credit markets have evolved during Tananbaum's career, his framework for analyzing investments, and how financing for artificial intelligence is affecting credit markets. This episode was recorded on July 23, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, shares his outlook on assets from credit and stocks to oil. This episode also covers recent moves in AI-led stocks and currency markets, and why Varadhan does not expect the Federal Reserve to hike rates in 2026. Recorded on August 5, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Mike McGlone of Bloomberg Intelligence joins us to discuss whether commodities are entering a major turning point. We cover gold, silver, oil, copper, bond yields, inflation, the Fed, and why he believes today's market shares similarities with 2008 and 1929.#gold #bonds #stockmarket ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
Dr. Paul Crane talks with Drs. Fiifi Duodu and Malya Sahu about neuroimmunology and multiple sclerosis diagnosis in Africa, including challenges and efforts to improve care. Read the related article here. Disclosures can be found at Neurology.org.
Credit markets are playing a growing role in the buildout of artificial intelligence, with nearly $500 billion of AI-related debt issuance so far in 2026, according to estimates from Goldman Sachs Research. Amanda Lynam, head of credit strategy research, and Zach Ablon, head of the credit sales desk in Global Banking & Markets, discuss why cash-rich tech giants are turning to bond markets, the potential risks for institutional investors, and how alternative financing channels—including private credit, infrastructure funds, and high-yield markets—are being used to fill the funding gap. This episode was recorded on Monday, August 3, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Chris Whalen breaks down why the bond market may matter more than the Federal Reserve, why investors are underestimating the U.S. debt problem, and why he's increasing exposure to silver over gold. We also discuss Japan's currency intervention, rising Treasury yields, inflation, and what these shifts could mean for investors.#Gold #silver #Investing---------------------
When vulnerability disclosures shrink the wild exploit window down to less than 24 hours (or even minutes), traditional manual patching and WAF rule creation simply cannot keep up.In this episode, Ashish sits down with Ammar Alim (Product Security Engineering Lead at Adobe) to break down how to build an automated, agentic WAF pipeline. Ammar shares how his team manages the scale and complexity of seven commercial and open-source WAFs (including AWS WAF, Cloudflare, Akamai, Azure WAF, Wallarm, and ModSecurity) by leveraging AI agents.Discover how to construct an agentic harness, orchestrate deep research agents to gather exploit POCs, and utilize multi-model architectures (e.g., Anthropic for rule generation and OpenAI as an LLM judge) to eliminate false positives and safely deploy virtual patchesGuest Socials - Ammar's LinkedinPodcast Twitter - @CloudSecPod If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-Cloud Security Podcast- Youtube- Cloud Security Newsletter If you are interested in AI Security, you can check out our sister podcast - AI Security PodcastQuestions asked:(00:00) Introduction & The Currency of Speed in Security(02:00) Ammar Alim's Background: From Data Centers to Product Security at Adobe(05:00) The Multi-Vendor WAF Nightmare: Managing Scale Across 7 Products(08:30) Understanding False Positives vs. False Negatives in WAF Management(12:30) Why
What happens when an influencer campaign sparks a class action instead of driving sales? In this episode, we unpack a lawsuit against Gymshark alleging that a network of fitness influencers promoted the brand on Instagram without clearly disclosing their paid relationships, misleading consumers into believing the endorsements were authentic personal recommendations rather than sponsored content. The case highlights the growing legal risks surrounding influencer marketing and serves as a reminder that brands can face scrutiny not only for what influencers say, but also for what they fail to disclose. As class action lawyers increasingly target endorsement campaigns alongside regulators, companies should ensure influencer partnerships comply with the FTC's endorsement guidelines and prioritize clear, conspicuous disclosures. Hosted by Simone Roach. Based on a blog post by Gonzalo E. Mon.
Todd “Bubba” Horwitz warns that investors may be ignoring major warning signs across stocks, AI, debt, inflation and interest rates. He explains why he sees greater potential for a market meltdown, why investors could get trapped buying the dip, and where he sees opportunity in gold, silver and other markets.#stocks #copper #gold ---------------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------
Iran tensions are rising, oil is moving, and markets may still be underpricing the risk. Doomberg breaks down the growing energy crisis, inflation fallout, and why the real story is bigger than just oil.#Oil #EnergyCrisis #geopolitics ------------
Sam Rahman breaks down inflation, bond yields, AI spending, Microsoft vs. Meta, tariffs, and why stagflation could become the biggest risk investors face in the months ahead#stocks #federalreserve #gold ---------------------
Today's Post - https://bahnsen.co/4yUosr7 David Bahnsen reviews a “bizarre” July in which long-term yields rose, the Iran ceasefire/MOU collapsed, semiconductors fell sharply, and the yen hit multi-decade lows—yet the S&P 500 finished flat with improved breadth—and notes a strong early-August rally led by mega-cap tech while oil fell and energy dipped. He highlights massive hyperscaler capital expenditures and the key market questions around ROI, timing, financing, and systemic exposure. Bahnsen discusses shifting Iran headlines, policy items including the Todd Blanche AG nomination, the low odds of the Save Act and another reconciliation bill, Michigan's Senate primary dynamics, and a multi-state lawsuit over Section 301 tariff rationale. He covers Q2 real GDP at 1.5%, stronger July ISM manufacturing, elevated mortgage rates, Fed chair Warsh and balance-sheet effects, Treasury's reported yen buying, and midstream/MLP performance. 00:00 Welcome and Setup 00:23 July Market Recap 02:22 Monday Rally Snapshot 03:04 Big Tech Capex Questions 05:03 Iran Headlines and Oil 05:39 Washington Policy Update 07:50 GDP and ISM Readouts 09:01 Rates and Housing Impact 09:49 Fed Chair and Yen Move 12:45 Energy and Midstream Returns 13:10 Wrap Up and Next Episode 13:39 Disclosures and Disclaimers Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Dr. Elizabeth Coon talks with Dr. Lucy Norcliffe-Kaufmann about the mechanism-based therapy with ampreloxetine for neurogenic orthostatic hypotension in multiple system atrophy, highlighting recent clinical trial results and future directions. Read the related article in Neurology®. Disclosures can be found at Neurology.org.
Mark McDonald, Head of AI and Data Science, assesses the dominant market narratives around artificial intelligence.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/fdLXmWmStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
In the week of CXMT's record-setting IPO, Herald sits down with Frank Lee and Ines Lam to discuss how the company emerged and what its rise could mean for the competitive landscape in Asian memory making.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BtGcQMxStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research
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In part two of this series, Dr. Shuvro Roy talks with Drs. Jiwon Oh and Amit Bar-Or about the latest developments in BTK inhibitors for MS, including safety signals, trial results, and future directions. For more information, please read about the abstract that was presented at the 2026 AAN Annual Meeting. Read more about the Fenebrutinib Trial. Disclosures can be found at Neurology.org.
US IPO issuance has surged to a record high in 2026. But this resurgence raises two concerns for the equity market: whether it is flashing a late-cycle warning sign and whether the market can digest so much new issuance. Jay Ritter of The IPO Initiative and Owen Lamont of Acadian Asset Management discuss whether the IPO surge is a red flag for markets. This episode explores the latest Top of Mind report. This episode was recorded on July 8, 15, and 23, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
In part one of this series, Dr. Shuvro Roy talks with Drs. Jiwon Oh and Amit Bar-Or about recent multiple sclerosis clinical trial data. For more information, please read about the abstract that was presented at the 2026 AAN Annual Meeting. Read more about the Fenebrutinib Trial. Disclosures can be found at Neurology.org.
Tech stocks been buffeted by a reversal of momentum in US equities, but hedge funds are still fundamentally bullish on AI stocks, according to Vincent Lin, co-head of Prime Insights and Analytics in Global Banking & Markets. In this conversation with Chris Hussey, he explains why the greatest cumulative selling of tech stocks in the history of his data set looks more like a “healthy reset” amid crowded trades and high volatility rather than a loss of conviction in the AI trade. Date of recording: July 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Dara Albert talks with Dr. Jon Stone about the latest advancements in FND from the recent International Conference on Functional Neurological Disorder. Dr. Jon Stone shares insights on the field's growth, multidisciplinary care, cultural perspectives, and future directions. Check out the FNDS website for more information about FND. Disclosures can be found at Neurology.org.
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 date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Stacey Clardy talks with Dr. John Ney about the link between military sexual trauma and migraine among US veterans. Read the related article in Neurology® Clinical Practice. Disclosures can be found at Neurology.org.
As more US companies report earnings next week, the bar is “very high” from the perspective of analysts and option market makers, says Brian Garrett, head of equities on the Cross Asset Sales desk in FICC & Equities. In this conversation with Chris Hussey, he also discusses how debt issuance from hyperscalers to fund AI capex is filtering through fixed-income markets and the divergence between single stock volatility and equity index. This episode was recorded in July 15, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Views of the interviewee do not necessarily reflect the views of Goldman Sachs. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Derek Stitt talks with Dr. Jennifer Morganroth about the evolving landscape of genetic testing in ALS, the importance of longitudinal care for at-risk individuals, and the capacity challenges faced by clinics. Read the related article in Neurology® Genetics. Disclosures can be found at Neurology.org.
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 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Justin Abbatemarco talks with Sukhun Kang about seeding trials and other hidden marketing tactics in clinical trials, and their implications for clinical practice and patient care. Read the related article on The Conversation. Disclosures can be found at Neurology.org.
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 factors rippling through global markets in this episode of Goldman Sachs Exchanges: Great Investors, recorded at Goldman Sachs's Apex Symposium. This episode was recorded on June 2, 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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Views of the interviewee do not necessarily reflect the views of Goldman Sachs. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
To celebrate 75 years of Neurology®, Dr. Chris Boes talks with Dr. José Merino about the journal's history, its evolution, and what lies ahead for the future of Neurology®. Read more about the first 75 years of Neurology®. Disclosures can be found at Neurology.org.
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 material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. 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 Goldman Sachs does not endorse any candidate or any political party. Copyright 2026. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices