Podcasts about Goldman Sachs

AI bubble concerns are back amid a rise in AI-exposed companies' valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research's Eric Sheridan and Kash Rangan discuss whether bubble concerns are warranted or overblown.    Date of recordings: September 26 and October 30, 2025  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.  © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In part two of our interview series with Kristin Olson, Global Head of Alternatives for Wealth at Goldman Sachs, we consider how Goldman Sachs is positioning itself for scale and just how far the industry is from truly democratizing private markets.

Season 4, Episode 8: Jack Stone and Alex Gornik sit down with Seth Weissman, Founder and Managing Partner of Urban Standard Capital, to unpack how a former Goldman Sachs and Perry Capital investor built one of New York's leading private-credit and development platforms. Weissman shares how his equity background shaped Urban Standard's design-driven, relationship-first approach to lending—and why committed, discretionary capital wins in the middle market. He also reflects on his early West Chelsea bets, the transition from developer to lender, and how disciplined underwriting and creative structuring define USC's edge today. TOPICS 00:00 – Introduction 05:04 – From Goldman Sachs to Perry Capital 07:44 – First Deals and the West Chelsea Strategy 13:32 – Raising Capital and Building Investor Confidence 18:03 – Why Committed Capital Changes the Game 21:59 – Inside the Middle-Market Lending Opportunity 27:23 – Private Credit's Rise and USC's Playbook 32:05 – Efficiency and Equity DNA in Underwriting 35:11 – Market Volatility and the Case for Credit 43:34 – Equity Returns with Credit Risk Protection 47:32 – Culture, Partnerships, and Bean the Office Dog Shoutout to our sponsor, Lev. The AI-powered way to get real estate deals financed. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

USE MY 5-STEP LITMUS TEST TO SEE THE PROFITABILITY OF A POTENTIAL PROPERTY: https://strlikethebest.com/litmuspodQ4 2025 Market Update: What's Actually Working Right NowMost people think high-income professionals are buying Airbnbs for cash flow. They're wrong.In this episode, Michael and Liz reveal the real reason why employees at Meta, Amazon, Blackstone, and Goldman Sachs are aggressively buying $750K-$1.5M short-term rental properties and it has everything to do with the tax code.We break down:How to legally offset $300K+ in W2 income with a single property purchase (and why paying 40% in taxes is optional if you know what you're doing)The markets actually producing results in 2025 (Tennessee, Colorado, Pennsylvania) and which expensive Northeast markets are complete trapsA real $2M property case study where the owner is leaving $50K+ on the table annually through basic pricing mistakes (this happens more than you think)Why this only works as a long-term hold strategy, and why trying to flip your way through this will get you destroyed by the IRSThe difference between markets with "good regulation" versus those that will make your investment impossible to operateThe bottom line: If you're making $200K-$650K in W2 income, taxes are your biggest expense, bigger than your mortgage, bigger than anything else. This episode shows you exactly how to turn that expense into your biggest wealth accelerator.This is what they don't teach you in business school.LEARN MY STR INVESTING & STRATEGIES

Building Career Resilience in the Age of Generative AI Every week, we explore how AI and technology are changing the way we work and learn. This episode dives into the question I get asked the most, How is Generative AI changing every career? Let's unpack why it matters, how it's shifting roles and skills, and what you can do to lead this change instead of chasing it In this solo episode of Open Tech Talks, host Kashif Manzoor, AI Engineer and Strategiest, and author of AI Tech Circle, dives deep into one of the biggest career questions of our time: How is Generative AI reshaping every profession? Whether you're a developer, analyst, marketer, finance expert, or operations lead, the rise of Gen AI is transforming how work gets done. Kashif combines real-world enterprise experience, current research from McKinsey and Goldman Sachs, and his personal journey building the Gen AI Maturity Framework and Portal to uncover how you can stay relevant, resilient, and ready for AI-driven change. He shares first-hand stories from his own AI adoption journey, how enterprise teams are shifting from cloud architecture to AI architecture, from isolated use-cases to full-scale agentic AI strategies and the lessons learned while guiding organizations through transformation. This episode is both a roadmap and a reflection: how to experiment weekly, build your portfolio, upskill smartly, reposition your role, and teach and share as you grow. Episode # 173 What You'll Learn Why Generative AI matters now and how it differs from traditional AI How tasks, roles, and careers are evolving across industries Real-world examples from finance, marketing, and software engineering The five practical steps to future-proof your career with Gen AI Insights from McKinsey, ResearchGate, and Goldman Sachs on AI productivity impact How to move from "knowing AI tools" to using AI strategically in daily work A behind-the-scenes look at the creation of the Gen AI Maturity Framework Why the future of work is not about jobs lost but roles transformed   External References   McKinsey Global Institute – Generative AI and the Future of Work  Deloitte – Generative AI and the Future of Work  Goldman Sachs – How Will AI Affect the Global Workforce  Robert Half – How GenAI Is Changing Creative Careers Mäkelä & Stephany (2024) – Complement or Substitute?

Michael Phelps BioSnap a weekly updated Biography.Michael Phelps continues to make headlines, shifting the spotlight from Olympic pools to golf greens. Just this week, GolfPost and the PGA TOUR released a new video showing Phelps displaying impressive golf yardages, hinting at real potential in his athletic crossover and sparking widespread curiosity about whether his legendary training regimen will carry him to new heights in the golfing world. Sports fans and insiders are abuzz over his intense focus as he makes this transition, with many noting the competitive fire and discipline visible in his golf routines.Adding sizzle to the sporting scene, Phelps made a public appearance at the World Wide Technology Championship 2025 in Cabo, where Getty Images caught him smiling and concentrating on the course, teeing off alongside some of the world's best. These shots, circulating on social media, have driven a surge of interest and supportive commentary from longtime fans and the golf community, who seem to relish each glimpse of the aquatic icon mastering a new domain.In another meaningful chapter, Michael Phelps recently used his platform for a deeply personal message. This month, Sportskeeda highlighted his advocacy around men's mental health, with Phelps posting a powerful Instagram story for Men's Mental Health Month, urging men to embrace vulnerability and self-care. He reminded his millions of followers: "Men cry. Men have trauma... Men deserve support," and signed off with his mantra "Mental plus physical health equals superhero." This evolving role as a mental health advocate, shaped by his own battles with depression—openly shared since retirement—continues to build his legacy beyond sport.On the home front, Good Morning America covered heartfelt family milestones. Phelps and his wife Nicole recently celebrated their youngest son Nico's first birthday, sharing joyful photos from the party and recalling their family adventures at last summer's Paris Olympics. Their openness about family life, particularly Phelps' efforts to encourage emotional intelligence and communication in his four sons, frequently shines in his interviews and social media posts, endearing them to a new generation of fans.Professionally, Phelps' commitment to innovation and mentorship was underscored at the recent Goldman Sachs 10000 Small Businesses Summit in Washington D.C. Bdaily reports he appeared alongside figures like Michael Bloomberg and Martha Stewart, sharing his experience as an entrepreneur and continuing his work in philanthropy, swimming, and wellness. This blend of public persona—athlete, advocate, entrepreneur, and family man—keeps Phelps in the headlines and cements his influence in sports and beyond.Finally, the swimming world mourned a recent loss as reported by People and Team USA, with Phelps publicly honoring his longtime Olympic massage therapist Brian Campbell, whose support spanned two decades. The swimming community, led by Phelps' tribute, reflected on Campbell's impact, a poignant reminder of how Phelps' legacy is interwoven with those behind the scenes. As social media amplifies every move, headline, and heartfelt gesture, Michael Phelps remains a dynamic and inspirational figure in and out of the spotlight.Get the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

Sara Eisen and Carl Quintanilla kicked off the hour with new consumer sentiment data hitting its lowest levels in years - and key market analysis from J.P. Morgan Asset Management's Chief Global Strategist. Plus: Goldman Sachs' Chief Economist joined the team later on, with more on why he warns it's the worst jobs market he's seen in 50 years - outside of a recession. Also in focus: Citi's blockbuster Tech & Media conference underway in Pebble Beach, California... Sara sat down with Citi CEO Jane Fraser to discuss today's market - and AI bubble fears - before later diving deep into the outlook for AI with IBM CEO Arvind Krishna this hour.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Struggling with costs in your healthcare organization? Reach out to Michael.  Click Here for more info Journey to Financial Independence with Kam Dasani In this inspiring episode of the Breakfast Leadership Show, we sat down with Kam Dasani to explore his journey from a high-paying corporate role in Silicon Valley to full financial independence through trading and investing. Kam shared how he transitioned from a $250,000 salary to a life of true freedom—where time, location, and purpose all align. His story offers valuable insights for anyone ready to step away from the corporate treadmill and design a life on their own terms. From Corporate Hustle to Freedom Kam opened up about leaving behind the demanding pace of Silicon Valley in pursuit of autonomy and balance. He shared how he built multiple income streams—from investing to trading—and how financial freedom granted him the ability to live life on his own schedule. The discussion reminded listeners that success isn't just about wealth; it's about having control over your time and energy. The Power of Location and Lifestyle Design We discussed the high costs and burnout culture of San Francisco compared to the slower, more fulfilling lifestyle Kam found in Dallas. He shared how geographic freedom has been key to his happiness and flexibility, proving that financial independence can also bring peace of mind. Trading, he noted, offered a career path that fit perfectly with his desire for flexibility and mobility. Smart Investing and the Role of Research We talked about the importance of doing deep research before making investment decisions. While AI tools can support the process, Kam and our team emphasized that critical thinking and due diligence remain essential. We also clarified that our discussion serves as educational insight, not financial advice. Risk-Free Trading Through Prop Firms Kam shared how he discovered prop firm trading after connecting with Mahul Patel, a former Goldman Sachs algorithm trader. Prop firms give traders access to leveraged capital with minimal personal risk—traders keep 80% of profits while risking only a small portion of their own funds. Kam explained how understanding this model opened doors to sustainable, low-risk trading opportunities. Futures Trading and Financial Leverage We explored futures trading, where markets run nearly 24/5, and discussed how this structure enables traders to maximize returns while maintaining low operational costs. Kam revealed that with about 10 hours of training per month, he learned strategies that outperformed many traditional side businesses. Together, we emphasized the discipline required to manage leveraged funds responsibly. Real Estate, Mentorship, and Managing Emotions The conversation turned to real estate, where we compared risk profiles and discussed the importance of mentorship—such as Kam's guidance from his uncle and professional brokers. Kam also reflected on how emotional regulation plays a crucial role in trading and investing success. His story of reaching millionaire status underscored the importance of mindset, patience, and mentorship in achieving financial goals. Final Reflections Kam's journey is a testament to the power of intentional living, strategic investing, and self-discipline. For those dreaming of leaving the 9-to-5 grind, this episode offers both inspiration and practical insight into how to make that transition responsibly and sustainably. Kam's bio: My name is Kam Dasani - I'm a top 1% Futures & Options trader who helps others escape the rat race through trading. If you think it's too good to be true, my team is ex-Goldman Sachs and we have $4M in capital that we are trading with. On this channel, I don't only talk about trading. I talk about (and show) the life that I've built through skills and connections. I interview others in similar spaces, as well as my clients who have seen success by trusting me. For undeniable proof, check out my Instagram below. If you're not a skeptic for no reason, book a call and talk to me and I'll show you proof of everything live. Instagram:  https://www.instagram.com/profitwithkam/ YouTube:  https://www.youtube.com/@profitwithkam LinkedIn:  https://www.linkedin.com/in/kam-dasani-937005101/    

We're coming to you once again from the Goldman Sachs 10,000 Small Businesses Summit in Washington, D.C.—the largest gathering of small business owners in U.S. history. This time, we're joined by two inspiring leaders from the Metalworking Nation who prove that the heart of American manufacturing beats strongest in small towns and family-run shops. Our guests, Jenny Steffensmeier, owner of Steffensmeier Welding & Manufacturing in Pilot Grove, Iowa, and Paul Bothe, third-generation owner of a CNC job shop in Kenosha, Wisconsin, share how the Goldman Sachs 10KSB program transformed not only their businesses, but their lives. From resilience in the face of loss to the legacy of family ownership and the power of advocacy, their stories show what it means to make small big. Together, we talk about how to lead through transition, the role of creativity in machining, and why the best shops are built by "high-quality people doing high-quality work." Whether you're a shop owner, an aspiring entrepreneur, or a believer in the power of community, this episode will remind you why manufacturing matters—and how small businesses create a big impact. Segments (0:00) Recording live from the Goldman Sachs 10KSB Summit (2:45) Introducing guests Jenny Steffensmeier and Paul Bothe (5:50) Invest in your business by investing in ProShop ERP (7:23) How Jenny got involved with the Goldman Sachs 10KSB program (8:22) How Paul found his way from music to manufacturing (13:20) Jenny's story of taking over the business after her husband's passing (17:12) The power of community and connection in the 10KSB program (18:39) Leadership lessons from raising five kids and leading a team (20:24) Why you should consider Phoenix Heat Treating for Outside Processing (21:33) Favorite lessons from the 10,000 Small Businesses modules (25:00) Jenny's realization at 10KSB: "I'm not alone." (27:58) Why vulnerability builds better leaders (28:54) Family legacy: The German "Mittelstand" mindset and stewardship over ownership (30:42) How family values and long-term customer relationships build trust (32:21) Jenny on her children's involvement and carrying forward their father's legacy (35:22) Lessons in storytelling—Tailoring your message for customers, students, and policymakers (38:52) "High-quality people doing high-quality work"—what culture really means (40:54) Grow your top and bottom-line with CliftonLarsonAllen (CLA) (41:29) Thinking bigger: making small businesses big through policy and voice (40:30) Final reflections and memorable takeaways Resources mentioned on this episode Invest in your business by investing in ProShop ERP Use Phoenix Heat Treating for Outside Processing Grow your top and bottom-line with CliftonLarsonAllen (CLA) Connect with Jenny on LinkedIn Connect with Paul on LinkedIn Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be opening up as a result? John Marshall, head of derivatives research in Goldman Sachs Research, discusses with Chris Hussey.  Recorded on November 5, 2025.  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 © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Abbott threatens 100% tariffs on New Yorkers fleeing to Texas - and honestly, it's brilliant! While the media clutches their pearls about legality, Abbott's trolling perfectly captures what's happening as Wall Street heads south and major banks double down on Texas operations. Meanwhile, New York just elected a 34-year-old socialist with zero experience who's promising free everything - city-run grocery stores, rent freezes, and higher taxes on anyone with money left. Is anyone surprised that Goldman Sachs already has 4,500 workers in Dallas? What did progressives expect when they layer regulation after regulation while campaigning on "affordability" that their own policies destroyed? We're watching the great migration from blue states to red states accelerate in real time, and it's not just pandemic-era movement anymore - it's permanent business strategy. When you can't keep your hands off people's wallets AND can't keep crime under control, companies and wealthy individuals vote with their feet. Will New York's new communist mayor be worse than Karen Bass or Oakland's disaster? What could go wrong with a guy whose biggest qualification is being young and promising freebies? Subscribe and hit that bell - we're going to have plenty of content as this train wreck unfolds!

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Erschöpfungstendenzen bei Tech-Titeln, eine krasse Rallye bei DHL und eine nächtliche Warnung für die Autoindustrie. Außerdem geht es um JPMorgan, Goldman Sachs, Rocket Lab, Robinhood, Opendoor, Palantir, Qualcomm, Nvidia, Amazon, Meta, DoorDash, Apple, Alphabet, Take Two Interactive, Airbnb, Expedia, Monster Beverage, Datadog, Fastly, Heidelberg Materials, Commerzbank, Zalando, Deutsche Börse, Hochtief, Lanxess, Peloton, Tesla, Nexperia, Bosch, ZF, Nissan, Hyundai, Virtune Stablecoin Index ETP (WKN: A4AQH5). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Kea Nonyana from PrimeXBT on Blu Label's plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.

Reprezentanții a două mari bănci de investiții americane au tras un semnal de alarmă. Prezenți la un eveniment al liderilor financiari din întreaga lume, desfășurat la Hong Kong, directorii generali ai Morgan Stanley și Goldman Sachs au avertizat asupra posibilității ca piețele bursiere să înregistreze o scădere. Motivul ar fi acela al unei supraevaluări a domeniului tehnologic. Directorul Morgan Stanley a spus chiar că o scădere a prețurilor cu 10% sau 15% ar fi o corecție moderată și binevenită chiar, după ce indicii bursieri înregistrează maxime istorice. De altfel, o scădere a prețului acțiunilor este considerată chiar benefică însemnând o revenire la niveluri mai sustenabile. Nu este prima dată când analiștii atrag atenția asupra sectorului tehnologic. Cel mai des s-a făcut comparația între momentul de astăzi și bula „dot com” din anii 2000, atunci când companiile legate de internet s-au devalorizat puternic. David Solomon, CEO al Goldman Sachs, vorbește despre ciclurile de creștere, despre schimbarea traiectoriei și despre faptul că niciunul dintre bancherii de pe Wall Street nu poate vedea momentul scăderii până nu se întâmplă. În același timp, trebuie spus că recomandările sau opiniile liderilor din sectorul financiar au influențat piața, în sensul că a fost suficient ca bancherii de investiții să afirme, după o analiză a indicatorilor economici ai unei companii, că acțiunile nu sunt recomandate pentru cumpărare pentru ca prețul să scadă. Deci, în multe cazuri, prognozele managerilor de pe Wall Street ajung să fie profeții auto-împlinite. Piața americană de capital are și un așa-numit indicator al fricii care a urcat la un nivel maxim, în timp ce indicii bursieri au scăzut ușor. Bancherii văd că multiplii de evaluare ai companiilor de tehnologie (indicatori pe baza cărora se calculează valoarea unei firme) sunt întinși puternic. Este un sector supraîncălzit despre care analiștii financiari cred că se va corecta, adică prețul acțiunilor va scădea. Cu cât prețul acțiunilor companiilor de tehnologie crește, cu cât entuziasmul pentru inteligența artificială este mai mare, cu atât crește îngrijorarea în rândul directorilor din finanțele americane. În octombrie a.c., Jamie Dimon, șeful J.P. Morgan a avertizat asupra riscului unei corecții semnificative a prețurilor pe Bursa de la New York în următorii doi ani. Există multe zone de incertitudine la nivel mondial, precum tensiunile geopolitice, cheltuielile guvernamentale, deficitul, gradul de îndatorare al SUA, dar și noul val de remilitarizare la nivel global. Evident, cu această ocazie apar și o serie de specialiști care de-a lungul timpului au prezis diverse crize, precum cea financiară din anul 2008. Entuziasmul pentru inteligența artificială generativă a alimentat creșterea unor companii implicate în această industrie, precum Nvidia sau Microsoft. De exemplu, Nvidia a ajuns la o valoare de piață amețitoare, de 5.000 de miliarde de dolari. De asemenea, sunt analize care arată că nivelul cheltuielilor cu infrastructura legată de inteligența artificială va crește în următorii ani până la 2.800 miliarde de dolari. Recent, Open AI și Amazon au semnat un acord pe șapte ani pentru servicii de cloud în valoare de 38 miliarde de dolari. Ce ne arată aceste cifre? Că există o frenezie a finanțărilor pentru companii care au legătură cu noile tehnologii, fie că este vorba despre inteligență artificială, infrastructură tehnologică, microprocesoare sau cloud. Sunt investiții enorme care se vor derula în următorii ani. Întrebarea este: există riscul spargerii bulei companiilor de tehnologie? Părerile sunt împărțite, dar analiștii financiari observă că spre deosebire de anii 2000, companiile au profituri solide și operațiuni comerciale profitabile. Ceea ce le pune la adăpost de crize majore.

As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on November 3rd, 2025. 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. © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, identical twins Nadia and Nicole share their remarkable journey from growing up in one of NYC's poorest neighborhoods to Goldman Sachs and eventually becoming the first Prime Mover Award winners teaching financial independence. The Wealth Twins break down why budgeting - not just investing - is the crucial first step most people skip, and reveal how anyone can start investing with as little as $1 through fractional shares. They dive into the "sandwich generation" dilemma of caring for both kids and aging parents while trying to build wealth, explaining why retirement accounts aren't enough and how "bridge accounts" can change everything. From Nicole's bold decision to quit after being passed over for promotion to building a thriving YouTube channel and webinar business, this power duo share their hard-won lessons about conscious spending, avoiding financial advisor fees, and why time in the market beats timing the market. Whether you're living paycheck to paycheck or making six figures, this conversation delivers practical strategies for turning your paycheck into assets and breaking free from financial dependence. https://www.youtube.com/c/WealthTwins https://www.instagram.com/wealthtwins Get 3 months of ClickFunnels for only $99 at the link below, that's an 83% discount to get started! https://www.clickfunnels.com/cfradio

Keep more of your profits and build wealth tax-deferred as Jon Hilley reveals how the 1031 exchange helps investors legally defer taxes while compounding their wealth. He shares insights from the cannabis industry and explains how Delaware Statutory Trusts (DSTs) are changing the game for passive investors. Dial in as he breaks down complex tax strategies into simple, actionable steps for long-term financial growth.   Key Takeaways To Listen For Why betting on regulatory reform is risky The rise of Delaware Statutory Trusts How to defer up to 40% of your taxes legally Rules every investor must know to complete an exchange A generational wealth strategy: "Defer, defer, defer, die"   Resources/Links Mentioned In This Episode The Boy, the Mole, the Fox and the Horse by Charlie Mackesy | Kindle, Hardcover, and Spiral-bound About Jon HilleyJon Hilley is the Founder of 1031 Specialists, a tech-forward qualified intermediary platform revolutionizing how investors complete 1031 exchanges. A former financial analyst at Goldman Sachs and hedge fund associate at H.I.G. Capital, Jon brings deep financial expertise to the real estate space. He has held executive roles at multiple startups, including Mile High Labs and Firefly Vapor, and currently contributes to ventures like Silver Horn Capital and Silver Horn Ranch. With a focus on innovation, integrity, and investor success, Jon is building a modern solution for tax-deferred wealth building through real estate.   Connect with Jon Website: 1031 Specialists LinkedIn: Jonathan Hilley Phone Number: 631-438-1031 Email: john@1031specialist.com   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.   Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Our guest for today's podcast is Cristina Chen-Oster who is the Founder & CEO of M2M Capital, which provides real-time market-informed valuations and liquidity solutions for private companies. Previously, Cristina served as the Head of Americas Distribution for S64, a global Alternatives Solutions business committed to optimizing private market access. Cristina spent the bulk of her career on Wall Street including tenures at Deutsche Bank, Goldman Sachs and Natixis in institutional solutions and equity structured products. Cristina is a CFA charter holder and has a Bachelor of Science degree in Economics from MIT. Without further ado, here is our conversation with Cristina Chen-Oster.

The theme of Don Kaufman's Big 3 revolves around what he considers shaky all-time highs. He explains how "financial plumbing issues" will create a flush in Goldman Sachs (GS) and the iShares iBoxx High Yield Corporate Bond ETF (HYG), and how Amazon (AMZN) ran too high on A.I. hopes. Don takes investors through his example options trades while Rick Ducat dives into the technical trends of the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

MoEngage already has customers across 75 countries, with North America being its biggest business driver. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Martina Alvarez, Directora de Ventas para Iberia de Janus Henderson, analiza el mercado, poniendo el foco en la renta fija, la deuda, los bonos y en la última reunión de los Bancos Centrales. “A veces nos escondemos detrás del ruido y no vemos la foto completa”, asegura la invitada. Para ella “si nos centramos en la foto completa lo que se está viendo es un contexto sólido, con economías resilientes, creciendo de forma moderada pero creciendo”. La experta apunta a que hay que alejarse de los titulares negativos. Unos titulares que han venido de dos de las compañías más influyentes del planeta. Ted Pick, CEO de Morgan Stanley, ha afirmado que los mercados se encaminan hacia una corrección. Prevé una caída de entre el 10 y el 15%, algo similar a los que piensa David Solomon, consejero delegado de Goldman Sachs, que prevé una caída del 10 y 20% en los próximos 12 y 14 meses. También se acerca la última reunión de los Bancos Centrales. “Los Bancos Centrales han podido actuar, han tenido margen de actuación y lo han hecho”, afirma la Directora de Ventas para Iberia de Janus Henderson. Además, apunta que “a ambos lados del Atlántico se han hecho programas de estímulo para impulsar la economía, si nos alejamos del ruido y los titulares vemos unas Bolsas en positivo”. Martina Alvarez analiza cómo afecta el actual ciclo de interés en las oportunidades en renta fija, tanto en Europa como en Estados Unidos. “La renta fija no es solo un activo refugio, es una fuente de rentabilidad”, asegura la invitada. Además apunta que “hay margen, los tipos de interés en Estados Unidos están entre el 3,75% y el 4% y en Europa el 2%, donde es posible que se esté tocando suelo mientras que en Estados Unidos hay más margen para que sigan bajando esos tipos de interés”.

We're coming to you live from Washington, D.C., at the Goldman Sachs 10,000 Small Businesses Summit—the largest gathering of small business owners in U.S. history. With more than 2,700 entrepreneurs in one place, the energy is electric, and the conversations are powerful. Among them is our guest, Brandon Dahms, owner of Innovative Manufacturing & Engineering (IME) in Des Moines, Iowa. Brandon's story captures what this summit is all about—growth, resilience, and transformation. After starting his career with plans to work in sports marketing, he took an unexpected turn into manufacturing and never looked back. Today, his 10,000-square-foot, lights-out machining operation runs nearly 24/7, serving as proof that automation, strategy, and strong leadership can turn even the smallest shop into a powerhouse. In this episode, we talk with Brandon about how the Goldman Sachs 10,000 Small Businesses program helped him refine his growth strategy, strengthen his company culture, and position IME for long-term success. We dive into what it's like to go through a program that feels like an "MBA for real-world business owners" and how it shaped his ability to pivot from a traditional job shop to a high-volume, automated manufacturer. We also explore the advocacy side of the program—how small business owners like Brandon are meeting directly with congressional leaders to influence policy on issues that affect manufacturers every day: workforce development, healthcare costs, and economic uncertainty. From his experience in the classroom to his conversations on Capitol Hill, Brandon shows how one voice can help represent the entire metalworking nation. If you've ever wondered how programs like this can truly impact your business—and why stepping outside your bubble might be the key to future growth—this conversation is one you don't want to miss. Segments (0:39) Grow your top and bottom line with CliftonLarsonAllen (CLA) (1:15) Recording at the Goldman Sachs 10,000 Small Businesses Summit (2:48) Brandon Dahms' origin story in metalworking (6:07) Why "Innovative Manufacturing & Engineering" stuck (and why it's a long email address) (7:17) Why apply for the Goldman Sachs 10,000 Small Businesses program? (11:13) Why the investment of time is invaluable—Brandon's personal ROI (12:40) Manufacturing's place in the conversation: explaining CNC to non-manufacturers (13:30) The Voices advocacy program: How advocacy efforts translate into real policy conversations (16:05) Navigating uncertainty: Tariffs, government shutdowns, and planning for growth (18:16) SMW Autoblok: automation and workholding innovation (19:28) Applying 10KSB lessons to IME—pivoting, culture, and core values (21:08) Pivoting from job shop to high-volume manufacturing and reshoring work (22:51) Presenting the capstone project (a real-world growth plan) (24:34) How networking led to new high-volume customers (26:53) Balancing capacity, growth, and selectivity in customer relationships (28:21) Hiring for core values first, technical skill second (and personality tests that help) (31:20) Aligning personal goals with company growth (33:07) How to apply for the 10,000 Small Businesses program and what to expect (34:45) How MakingChips' "Machine Shop MBA" series aligns with the same mission (36:44) Why the best ideas often come from outside your industry (38:00) Hire MFG Leaders—find manufacturing talent that fits Resources mentioned on this episode Goldman Sachs 10,000 Small Businesses Summit Connect with Brandon Dahms on LinkedIn Grow your top and bottom line with CliftonLarsonAllen (CLA) SMW Autoblok: automation and workholding innovation Hire MFG Leaders—find manufacturing talent that fits Apply for Goldman Sachs 10,000 Small Businesses Connect With MakingChips www.MakingChips.com On Facebook On LinkedIn On Instagram On Twitter On YouTube

Andy Brenner says investors are bracing for a pullback after Goldman Sachs' (GS) David Solomon and Morgan Stanley's (MS) Ted Pick warned of a potential 10-20% correction, and Michael Burry revealed a $1 billion short against Nvidia (NVDA) and Palantir (PLTR). Brenner believes the recent selloff is a short-term wobble, but if it gains steam, it could lead to margin calls by Thursday.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Leaders with Goldman Sachs (GS) and Morgan Stanley (MS) see a correction between 10% and 20% in the next one to two years, adding pressure to Tuesday morning's tech sell-off. Kevin Hincks makes the case that investors shouldn't fear due to the A.I. trade showing continuing strength. He also points to gold and Bitcoin's downside action adding to the case for volatility to take charge of markets yet again. As for the government shutdown, Kevin says the pressure's on for Congress to reach an agreement before the holiday season.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Information's E-comm Reporter Ann Gehan talks with TITV Host Akash Pasricha about Shopify's Q3 earnings and their AI strategy. We also talk with Financial Analysis Columnist Anita Ramaswamy about Uber's growth and Palantir's accelerating US commercial business. OpenAI & Anthropic Reporter Sri Muppidi details Anthropic's new $70B revenue projection and its race to profitability against OpenAI. The Information's CEO Jessica Lessin speaks with BlackRock's Tony Kim about the OpenAI-AWS deal, shifting alliances in AI, and the CapEx boom's effect on big tech valuations. Lastly, we get into how corporations are using AI and its effect on the labor market with Goldman Sachs Senior Global Economist Joseph Briggs.Articles discussed on this episode:https://www.theinformation.com/articles/introducing-informations-50-promising-startups-2025https://www.theinformation.com/articles/information-50s-top-performers-2024https://www.theinformation.com/briefings/shopify-continues-boost-revenue-shares-fall-increased-costshttps://www.theinformation.com/articles/anthropic-projects-70-billion-revenue-17-billion-cash-flow-2028TITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Big firms like Goldman Sachs and Morgan Stanley are sounding alarms about a possible 10–20% market pullback over the next two years — and the financial media is losing its mind over it. But here's the truth: corrections happen. Always have, always will. This isn't panic-worthy news; it's just headlines trying to grab eyeballs. Instead of trying to game the system against high-frequency traders and dark-pool sharks, stick to the fundamentals: invest consistently, stay disciplined, and quit trying to beat Wall Street at its own rigged game. Be an investor, not a gambler.

David M. Solomon, Chairman and CEO of Goldman Sachs, joined #EconClubDC for a Signature Event conversation with David M. Rubenstein, Chairman of The Economic Club of Washington, D.C.Solomon reflected on leadership, market resilience, and the power of adaptability in a changing global economy. He discussed Goldman Sachs's 10,000 Small Businesses initiative, the importance of central bank independence, and the transformative potential of AI across industries. The conversation offered candid insights into fiscal policy, long-term growth, and how technology and innovation will continue to shape the future of global finance.

Today on the Chris and Amy Show; Cally Banham, Oboe and English Horn player and also founder of Cortango, an ensemble of SLSO musicians that specializes in tango music that will also perform at the open house joins in studio to talk about her career and the history of the SLSO. CBS News Chief White House Correspondent Nancy Cordes joins the show to talk about the passing of former Vice President Dick Cheney. Derrick Goold, Lead Cardinals writer for the St. Louis Post-Dispatch joins to talk about the Cardinals off season, latest on Molina coaching and the looming lockout after the 2026 season. Andrea Sporcic Klund, Director of the Missouri Film Office talking about different films shot in Missouri and the Missouri Film Tax Incentive. Matt Egan, CNN Business Reporter joins to talk about AI coming into the workplace and the CEO of Goldman Sachs is not worried about it.

Andrea Sporcic Klund, Director of the Missouri Film Office talking about different films shot in Missouri and the Missouri Film Tax Incentive. There is a death train haunting Florida. Matt Egan, CNN Business Reporter joins to talk about AI coming into the workplace and the CEO of Goldman Sachs is not worried about it.

Matt Egan, CNN Business Reporter joins to talk about AI coming into the workplace and the CEO of Goldman Sachs is not worried about it.

Ken Shreve and Ed Carson analyze Tuesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Palantir kwam met 'buitenaards' goede kwartaalcijfers. Omzet en winst gingen enorm omhoog, maar toch ging het aandeel hard naar beneden. Had dat te maken met het feit dat het aandeel wel erg duur was geworden of het feit dat een beroemde shortseller zich meldt?Deze aflevering hebben we het over Michael Burry. De man waar de legendarische film Big Short op is gebaseerd. De man die de financiële crisis aan zag komen. Die man gaat nu short op Palantir (en op Nvidia). Tot woede van de baas van Palantir, die zit te schuimbekken op analisten én shortsellers. Ook hebben we het over iets bijzonders. Philips dat met goed nieuws komt! Het aandeel Philips is zelfs dé grote winnaar op de AEX. We kijken waar aandeelhouders zo blij van worden.Kijken we ook naar een concurrent van Shell, naar BP. Dat maakte een draai. Minder inzetten op duurzame energie en meer op het ouderwetse olie en gas. En dat zorgt voor kwartaalcijfers die boven de verwachting uitkomen. De cijfers van Uber en Spotify hoor je ook, net als die van Nintendo. En we moeten het over de megabonus van Elon Musk hebben. Je weet wel, die 1000 miljard dollar die hij bij Tesla kan krijgen. Die lijkt nu steeds meer uit beeld...See omnystudio.com/listener for privacy information.

Episode 117: This week, Kyle Van Pelt talks with Jacqueline Martinez, Managing Partner at Alaris Acquisitions. Previously part of United Capital's M&A team, Jacqueline contributed to $10.5B in acquisitions before the firm's 2019 sale to Goldman Sachs. Now at Alaris, she and her team have closed more than 50 deals with leading wealth management firms. Recognized for her leadership in culture-first M&A, Jacqueline was named M&A Executive of the Year in Wealth Solutions Report's Pathfinder Awards and honored among WealthManagement.com's "Ten to Watch" in 2025.  Kyle and Jacqueline discuss what makes a truly successful merger or acquisition in the wealth management industry. Jacqueline unpacks how data, AI, and cultural alignment can make or break a deal, why emotional intelligence matters as much as financials, and what sellers can do to ensure they're choosing the right partner for the next chapter of their business. In this episode: (00:00) - Intro (01:44) - Jacqueline's money moment (04:02) - United Capital's secret to success (06:51) - The psychology of finding the right buying partner (09:19) - Inside Alaris Lens (12:41) - How to vet potential buyers (14:46) - How Alaris Lens can help find the right culture fit for companies (20:40) - How to verify a buyer's promises and programs (23:25) - How to handle 'cold feet' moments during the sales process (27:36) - The role of the seller's current tech stack in a deal's success (31:50) - The impact of having centralized data in the valuation of a firm (33:22) - Jacqueline's outlook on the future of the industry (34:45) - Jacqueline's Milemarker Minute Key Takeaways Focus on alignment points, not just price. The best partnerships start when both sides clearly define what they want — from deal structure to future vision — long before the negotiation table. Data brings clarity. Matching firms based on quantifiable factors reduces surprises later. Data-driven fit creates long-term success. Prepare emotionally, not just financially. Every deal comes with "freak-out moments." Knowing they're normal and working through the fears helps avoid walking away from a great opportunity. Ask the hard questions — twice. Sellers need to verify every promise made by potential buyers. Ask for data. Talk to past partners. Consistency in answers reveals the truth. Quotes "Every conversation or piece of information that you're sending to a buyer is like a constant evaluation of the risk of your business." ~ Jacqueline Martinez "Everyone says cultural fit, but what does that really even mean? If the buyer aligns well with the seller's needs, that's a much better foundation for exploring the cultural fit." ~ Jacqueline Martinez "It's important when you're running your business to make better decisions throughout the journey. Particularly in a sales process. There's always a risk evaluation that's happening, and you want to appear as organized and professional as possible and deliver the data people are asking for." ~ Jacqueline Martinez Links  Jacqueline Martinez on LinkedIn Alaris Acquisitions United Capital Financial Advisors Goldman Sachs Joe Duran Brandon Gage Jarrod Upton It Ends with Us Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

NIO just secured a MASSIVE win with Mirattery's $94.2M Series C funding from Chinese state-owned enterprises, and Goldman Sachs raised their price target by 63%—here's what it means for NIO investors.In this episode, I break down:Mirattery's $94.2 million Series C financing with state-backed validationWhy Goldman Sachs raised NIO's price target from $4.30 to $7.00NIO's path to Q4 profitability and 2028 EBITDA breakevenHow the Onvo L90 and ES8 are driving record-breaking salesThe surprising lesson from Lexus that could unlock NIO's premium potentialNIO is transitioning from survival mode to sustainable, profitable growth. With 40,397 deliveries in October (a new record), state-backed institutional support, and Wall Street finally taking notice, the narrative is shifting.Whether you're a NIO bull, skeptical investor, or just want to understand the Chinese EV market, this analysis goes beyond the headlines to give you the insights that matter.#NIOStock #ChineseEVs #ElectricVehicles #StockAnalysisDISCLAIMER: This content is for educational and entertainment purposes only. I am long NIO and this is not financial advice. Always do your own research before making investment decisions.NIO stock, NIO stock analysis, NIO price prediction, Goldman Sachs NIO, Mirattery funding, Chinese EV stocks, electric vehicle stocks, NIO deliveries, Onvo L90, NIO ES8, battery as a service, BaaS model, NIO profitability, EV stock news, NIO bull case, Chinese stocks, EV market analysis, NIO investment, stock market news, tech stocks, NIO 2025, electric cars, autonomous driving, Goldman Sachs upgrade, state owned enterprise, NIO battery swap, courtside financial

Ejecutivos de Goldman Sachs y Morgan Stanley advierten de posibles correcciones en mercados bursátiles; Perú rompe relaciones con México; se aplaza la Cumbre de las Américas en República Dominicana por los ataques de EE.UU. contra botes; y Marcelo Rochabrún, jefe de la oficina de Bloomberg News en Lima, comenta sobre el efecto que tendrá para las AFPs la disolución de Rutas de Lima.Newsletter Cinco cosas: bloom.bg/42Gu4pGLinkedin: https://www.linkedin.com/company/bloomberg-en-espanol/Youtube: https://www.youtube.com/BloombergEspanolWhatsApp: https://whatsapp.com/channel/0029VaFVFoWKAwEg9Fdhml1lTikTok: https://www.tiktok.com/@bloombergenespanolX: https://twitter.com/BBGenEspanolProducción: Eduardo ThomsonSee omnystudio.com/listener for privacy information.

Die CEOs von Morgan Stanley und Goldman Sachs warnen, während der HSBC-Chef vor überzogenen KI-Investitionen warnt. Michael Burry setzt auf fallende Kurse bei Palantir und NVIDIA. Trotz starker Zahlen stehen Palantir, Shopify und Uber unter Druck – Anleger nehmen Gewinne mit. Auch außerhalb des Tech-Sektors enttäuschen viele Unternehmen: Clorox, Eastman Chemical, Hims & Hers, Norwegian Cruise, Stanley Black & Decker, Harley-Davidson, Molson Coors und Marriott. Lichtblick: Pfizer hebt Prognose an. Nachbörslich folgen noch AMD, Arista Networks und Super Micro.Kurz gesagt: Tech-Aktien wanken, Gewinnmitnahmen nehmen zu – die Wall Street steht unter Druck. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Die CEOs von Morgan Stanley und Goldman Sachs warnen, während der HSBC-Chef vor überzogenen KI-Investitionen warnt. Michael Burry setzt auf fallende Kurse bei Palantir und NVIDIA. Trotz starker Zahlen stehen Palantir, Shopify und Uber unter Druck – Anleger nehmen Gewinne mit. Auch außerhalb des Tech-Sektors enttäuschen viele Unternehmen: Clorox, Eastman Chemical, Hims & Hers, Norwegian Cruise, Stanley Black & Decker, Harley-Davidson, Molson Coors und Marriott. Lichtblick: Pfizer hebt Prognose an. Nachbörslich folgen noch AMD, Arista Networks und Super Micro.Kurz gesagt: Tech-Aktien wanken, Gewinnmitnahmen nehmen zu – die Wall Street steht unter Druck. Ein Podcast - featured by Handelsblatt. +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++ Hinweis zur Werbeplatzierung von Meta: https://backend.ad-alliance.de/fileadmin/Transparency_Notice/Meta_DMAJ_TTPA_Transparency_Notice_-_Ad_Alliance_approved.pdf +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html Impressum: https://www.360wallstreet.de/impressum

What will these final two months of trading hold for investors? We discuss with Trivariate's Adam Parker, NewEdge Wealth's Cameron Dawson and Invesco's Brian Levitt. Plus, Amazon surged following its first-ever deal with OpenAI. Big Technology's Alex Kantrowitz breaks down what he thinks this partnership could mean for the AI arms race. Goldman Sachs' Tony Pasquariello reveals his message to investors as we kick off a new trading month. And, star analyst Dan Ives tells us why he's raising his price target on Palantir ahead of that company's earnings in Overtime.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Historian and author Peter Cozzens to discuss his new book, “Deadwood, Gold, Guns and Greed in the American West” Then, President and COO of Goldman Sachs, John Waldron talks about the 10,000 Small Businesses Program. And, KPCW General Manager Juliana Allely explains the importance of donating to KPCW during Live PC Give PC on Nov. 7.

Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Scalable⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, 3,5% di interessi sulla liquidità (*) Cosa succederebbe se potessimo vedere come è investito ogni dollaro del pianeta? In questo episodio di The Bull analizziamo il Market Portfolio secondo Goldman Sachs: 250 mila miliardi di dollari distribuiti tra azioni, obbligazioni, oro, mercati privati, real estate e cripto. Scopri perché è il benchmark dei benchmark, quali limiti ha e come costruire un portafoglio realmente globale, bilanciato e pronto al futuro. Trovi il Market Portfolio a questo link. Prodotto e distribuito da Corax. Investi con ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fineco⁠, 60 trade gratis nei primi sei mesi. I link sono sponsorizzati e l'Autore potrebbe percepire una commissione (#ad).

As equity markets grind higher and trend strategies navigate sharp reversals, Moritz Siebert welcomes Nick Baltas of Goldman Sachs for a conversation that moves beyond performance to examine structure. Together they unpack the machinery of the $1.3 trillion QIS industry - from index design and client behavior to the subtle forces shaping capacity and crowding. They discuss how trading speed has become a key axis of dispersion, why volatility remains the hidden cost in systematic portfolios, and what resilience in markets might really be masking. This is not just about strategy. It's about how products scale, and how ideas hold.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Nick on Twitter.Follow Moritz on LinkedIn. Episode TimeStamps:00:23 - Moritz opens the show and introduces Nick01:16 - Nick's quick life update and setting the tone02:45 - Market resilience vs. fragility in 202504:18 - Performance rundown: CTAs, trend, equities, bonds06:10 - October reversals: metals and livestock giveback07:32 - What's working: equities, gold, copper; sugar shorts08:58 - Trend speed, April V-shape, and dispersion10:40 - Position exits, re-entries, and neutral zones11:55 - How QIS differs and why it's opaque from the outside14:40 - How big is QIS? Asset class split and caveats18:05 - Who uses QIS: from asset owners to hedge

After years in high finance, Codie Sanchez watched investors chase flashy startups even though 80% of them failed. This made her wonder: Where is the 80% win rate? The answer led her to “boring” businesses, the small, steady cash-flow companies most entrepreneurs overlook. Today, she owns more than 26 companies and is one of the world's top female business influencers, teaching others how to build wealth through contrarian entrepreneurship. In this episode, Codie shares how to acquire profitable small businesses using creative financing strategies that require little to no upfront capital. In this episode, Hala and Codie will discuss: (00:00) Introduction (00:43) Codie's Background and Path to Entrepreneurship (09:46) The Contrarian Thinking Strategy (19:07) Diversifying Income and Reducing Financial Risk (26:29) How to Buy a Business with No Money Down (32:12) How to Find and Acquire Profitable Small Businesses (38:37) Simple and Profitable Business Selection Criteria (45:03) The Best “Boring” Businesses to Start or Buy (51:39) Entrepreneur Mindset and Daily Success Habits Codie Sanchez is a former journalist turned investor and entrepreneur who spent over a decade climbing the ranks at major financial firms like Goldman Sachs, State Street, and First Trust. Today, she's the founder of Contrarian Thinking, a top business and investing newsletter, and the co-founder of Unconventional Acquisitions, where she teaches entrepreneurs how to buy “boring” businesses and achieve financial freedom. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury streamlines your banking and finances in one place. Learn more at mercury.com/profiting. Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC. Quo - Get 20% off your first 6 months at Quo.com/PROFITING  Revolve - Head to REVOLVE.com/PROFITING and take 15% off your first order with code PROFITING  Framer- Go to Framer.com and use code PROFITING to launch your site for free.  Merit Beauty - Go to meritbeauty.com to get your free signature makeup bag with your first order.  Pipedrive - Get a 30-day free trial at pipedrive.com/profiting  Airbnb - Find yourself a cohost at airbnb.com/host  Resources Mentioned: Codie's Newsletter, Contrarian Thinking: contrarianthinking.co/  Codie's Program, Unconventional Acquisitions: unconventionalacquisitions.com  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Passive Income, Online Business, Solopreneur, Networking

Davidson Kempner's Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across different market cycles, and where he sees opportunities in the alternative investing landscape.   This episode was recorded on October 20, 2025. 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. © 2025 Goldman Sachs. All rights reserved.  Learn more about your ad choices. Visit megaphone.fm/adchoices

As investors make sense of surprising Fed guidance and a huge slate of earnings, what's the current state of sentiment around US equities – and which sectors could outperform into year-end? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Mike Washington. This episode was recorded on October 30, 2025.  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. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Fed cuts rates again, sending ripples through markets as Bitcoin rallies and altcoin ETFs officially go live. We dive into how lower rates may fuel renewed crypto momentum and what the rate cut may mean for "digital gold" versus gold. Meanwhile, Mastercard is reportedly eyeing a $2 billion acquisition of crypto infrastructure firm Zerohash, and Ethereum giant Consensys gears up for a landmark IPO with Goldman Sachs and JPMorgan, potentially signaling a new era for blockchain finance. In computing, Core Scientific scraps its merger with CoreWeave to pursue independent expansion of its AI infrastructure. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Crypto News: The Fed cut rates as expected by 25 bps and will end Quantitative Tightening (QT) which will being more liquidity into Bitcoin and Altcoins. Mastercard eyes Zero Hash Acquisition for nearly $2B bet on Stablecoins. Consensys plans Public Debut, Taps JPMorgan and Goldman Sachs to Lead IPO.Brought to you by

Headlines for OCTOBER 30:Blockworks Shuts Down News Division — Crypto Media's Reckoning ArrivesMastercard Drops Nearly $2B on Zerohash — TradFi Goes All-In on Stablecoin InfrastructureEthereum Hits ATH in Activity While Gas Fees Stay Dirt Cheap — Scaling Finally WorksChina's Stablecoin Crackdown Cuts Solana Event Short — The Great Regulatory Divergence IntensifiesMonad TGE Concludes as Three-Day Airdrop Reveal Unfolds — Airdrop Season Heats UpLITTLE BITZConsenSys (MetaMask) plans IPO with JPMorgan and Goldman Sachs backing Telegram launches Cocoon AI compute network Institutions are coming - See the graphic on SubstackWHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL or FOLLOW the HostsQuileEmail: kyle@dailycryptonews.netX: @CryptoQuile——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! WE ARE NOT EXPERTS! WE DO NOT GUARANTEE A PARTICULAR OUTCOME. WE HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT. Hosted on Acast. See acast.com/privacy for more information.

With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research's Daan Struyven shares his views on what's ahead for these markets and how commodities can fit into portfolios today. This episode was recorded on October 27, 2025. 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. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices

Vanessa Cornell is a teacher and masterful space holder who convenes women through her groups, courses, and retreats to unlock their power and purpose. Vanessa graduated from Harvard and went on to work at Goldman Sachs. She then dedicated ten years to growing, birthing and raising her five children. After a lifetime of overachieving and overgiving, Vanessa felt deeply disconnected from herself and experienced a breaking apart of everything she had known. Since her personal awakening, discovering her true self, Vanessa has dedicated herself to giving women the tools and confidence to step into their power and lead lives of joy and purpose. In 2017 she founded NUSHU, a women's community grounded in wellness and empowerment that hosts retreats around the world. Vanessa's three loves in life are herself, her work, and her family. About NUSHU:  NUSHU offers immersive, heart-centered retreats designed to foster deep connection, personal growth, and self-discovery through safe, supportive environments. Core to all NUSHU retreats is community building – a place to be seen and understood, and is often a catalyst for cultivating new friendships that continue to build long after the retreat ends. Website: vanessacornell.com  NUSHU Website: nushu.com   Her handles are: @VanessaCornell  @NUSHU  Vanessa is offering listeners a bonus of audio and some written material on her daily practice. Go to: www.VanessaCornell.com/HEATHER and you will receive this offer. WEBSITE: www.heatherthomson.com Social Media: IG: https://www.instagram.com/iamheathert/                     You Tube: https://youtube.com/@iamheathert?si=ZvI9l0bhLfTR-qdo SPONSOR:  AquaTru - Go to www.AquaTru.com now for 20% off your purifier using promo code HEATHER. AquaTru even comes with a 30-day best-tasting water guarantee! Learn more about your ad choices. Visit megaphone.fm/adchoices

Kristin Olson, global head of alternatives for wealth at Goldman Sachs, explains how her team is preparing for more than 30% yearly growth in the individual investor space.