Podcasts about Goldman Sachs

U.S. multinational investment bank

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Latest podcast episodes about Goldman Sachs

MoneywebNOW
Are we staring down the barrel of a market correct?

MoneywebNOW

Play Episode Listen Later Nov 6, 2025 20:59


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.

Exchanges at Goldman Sachs
China's Economy: Reasons for Optimism

Exchanges at Goldman Sachs

Play Episode Listen Later Nov 5, 2025 18:27


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

ClickFunnels Radio
Start With $1: The Wealth Twins' No-Nonsense Guide to Building Wealth Outside Retirement - CFR #789

ClickFunnels Radio

Play Episode Listen Later Nov 5, 2025 61:28


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

The Wealth Flow
EP186: Defer, Defer, Die: The Power of 1031 Exchanges - Jon Hilley

The Wealth Flow

Play Episode Listen Later Nov 5, 2025 48:13


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

TechCrunch Startups – Spoken Edition
Goldman Sachs doubles down on MoEngage in new round to fuel global expansion

TechCrunch Startups – Spoken Edition

Play Episode Listen Later Nov 5, 2025 6:24


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

Capital
Janus Henderson: “A veces nos escondemos detrás del ruido y no vemos la foto completa”

Capital

Play Episode Listen Later Nov 5, 2025 11:11


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”.

Cierre de mercados
Cierre de Mercados: 05/11/2025

Cierre de mercados

Play Episode Listen Later Nov 5, 2025 53:59


Las acciones siguen a la baja este miércoles. La venta masiva de títulos tecnológicos arrastra a los mercados desde Tokio a Fráncfort, llevando la volatilidad a máximos no vistos desde abril y ayudando a apuntalar activos refugio como el oro y los bonos soberanos. En Japón, el Nikkei ha llegado a caer casi un 7% desde los máximos históricos de la víspera en un momento dado, mientras que las acciones de Corea del Sur se desplomaron hasta un 6% antes de recuperar parte de las pérdidas y bajar finalmente un 3%. En Europa, el sector tecnológico está siendo el de peor comportamiento del Stoxx 600. Los futuros sobre índices estadounidenses tienden a la baja. Los consejeros delegados de los pesos pesados de Wall Street Morgan Stanley y Goldman Sachs cuestionan si las altísimas valoraciones pueden mantenerse. En Estados Unidos, está por ver si la victoria de los demócratas en estados y capitales importantes prolongan o no el cierre del Gobierno federal. Sigue sin publicar datos. Entre las referencias del día, informe ADP: se crean 42.000 empleos privados en octubre, por encima de los 30.000 previstos. Analizamos el mercado con José Francisco Ibáñez, de Tressis.

MakingChips | Equipping Manufacturing Leaders
Scaling Smarter: Lessons from Goldman Sachs 10,000 Small Businesses, 492

MakingChips | Equipping Manufacturing Leaders

Play Episode Listen Later Nov 4, 2025 38:33


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

The Information's 411
BlackRock's Tony Kim on AI Deals, Goldman Sachs Economist's AI Report, AI Accounting | Nov 4, 2025

The Information's 411

Play Episode Listen Later Nov 4, 2025 39:37


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

Washington Welcomes
David M. Solomon, Chairman of the Board of Directors and Chief Executive Officer, The Goldman Sachs Group, Inc.

Washington Welcomes

Play Episode Listen Later Nov 4, 2025 44:37


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.

Cierre de mercados
Cierre de Mercados: 04/11/2025

Cierre de mercados

Play Episode Listen Later Nov 4, 2025 53:59


Los presidentes ejecutivos de Morgan Stanley y Goldman Sachs, dos de los grandes bancos de Wall Street, advierten de que los mercados de renta variable podrían encaminarse hacia una caída, lo que subraya la creciente preocupación por las altísimas valoraciones. El temor a una burbuja en el mercado se da cuando el S&P 500 ha venido encadenando nuevos máximos. Hasta ahora, los mercados han obviado la preocupación por la inflación, las altas tasas de interés, la incertidumbre política derivada de los cambios en la dinámica comercial y el actual cierre del Gobierno federal, que se encuentra ya en su quinta semana. "Cuando se dan estos ciclos, las cosas pueden funcionar durante un tiempo. Pero hay cosas que alterarán la confianza y provocarán caídas, o cambiarán la perspectiva de la trayectoria de crecimiento, y ninguno de nosotros es lo suficientemente inteligente como para verlas hasta que realmente ocurren", apunta el presidente ejecutivo de Goldman, David Solomon. En Europa, los resultados de Telefónica y su nuevo plan estratégico han lastrado al Ibex 35 que dice adiós a los 16.000 puntos. El análisis, con Renta 4 Banco y en Gestión del Patrimonio, hablaremos con David Ardura, de Finaccess Value.

Closing Bell
Closing Bell: Final Two Months of Trading 11/3/25

Closing Bell

Play Episode Listen Later Nov 3, 2025 42:06


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.

KPCW Mountain Money
Mountain Money | November 03, 2025

KPCW Mountain Money

Play Episode Listen Later Nov 3, 2025 51:17


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.

Top Traders Unplugged
SI372: QIS Unboxed: Rules, Wrappers, and Reality ft. Nick Baltas

Top Traders Unplugged

Play Episode Listen Later Nov 1, 2025 58:44 Transcription Available


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

YAP - Young and Profiting
Codie Sanchez: How to Get Rich Buying a Business No One Wants | Entrepreneurship | YAPClassic

YAP - Young and Profiting

Play Episode Listen Later Oct 31, 2025 57:25


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

Exchanges at Goldman Sachs
Macro Challenges and Credit Opportunities: Davidson Kempner's Tony Yoseloff

Exchanges at Goldman Sachs

Play Episode Listen Later Oct 31, 2025 39:13


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

Goldman Sachs Exchanges: The Markets
A “Blow-Off Top” Ahead?

Goldman Sachs Exchanges: The Markets

Play Episode Listen Later Oct 31, 2025 10:15


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

Digital Currents
Happy HODLween!

Digital Currents

Play Episode Listen Later Oct 31, 2025 51:36


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.

This is Money Podcast
Will Rachel Reeves dare to hike income tax?

This is Money Podcast

Play Episode Listen Later Oct 31, 2025 36:39


Despite repeated assurances that Labour would not break its election manifesto by hiking income tax, it appears it is now under consideration by the Chancellor in the Autumn Budget. Why is Rachel Reeves mulling over this U-turn, how much would it cost us, and would she really dare to do it?   This is Money's Angharad Carrick, Helen Crane and Georgie Frost discuss. Speculation over a 'mansion tax' in the Budget has also reared its head again. The team discuss whether it's a good idea to tax people with pricey homes, and how on earth HM Revenue & Customs would decide whether someone's house is worth more than £2million or not. Elsewhere, some good news in store, as Goldman Sachs has predicted the Bank of England will cut interest rates at its meeting next week. Does fading inflation and sluggish growth mean this is now on the cards, and would the Bank dare to make a move before the Budget beast is unleashed? The team discuss. They also look at why we're now paying three times the energy standing charges we were six years ago, and why some chocolate biscuits can no longer call themselves chocolate.

Thinking Crypto Interviews & News

Thinking Crypto Interviews & News

Play Episode Listen Later Oct 30, 2025 20:56 Transcription Available


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

Daily Crypto News
Oct 30: Block(Un)Works News Division - Crypto Media Reckoning

Daily Crypto News

Play Episode Listen Later Oct 30, 2025 19:34


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.

Silicon Valley Tech And AI With Gary Fowler
Agentic AI & The Future of Work: Redefining Go-To-Market Strategy with Daniel Saks

Silicon Valley Tech And AI With Gary Fowler

Play Episode Listen Later Oct 30, 2025 39:05


Join Daniel Saks, CEO & Co-Founder of Landbase, in conversation with Gary Fowler, as they explore how Agentic AI is revolutionizing the way companies generate demand, build relationships, and drive growth. Discover how the next evolution of AI — systems that act intelligently on our behalf — is reshaping go-to-market strategy and redefining the future of work.

Beyond Better with Stacy Ennis
223. How to stay connected in a digital world

Beyond Better with Stacy Ennis

Play Episode Listen Later Oct 29, 2025 51:30


In a world obsessed with speed, automation, and digital connection, what truly sets people apart? According to Fred Steck, it's something timeless: genuine human connection.Fred Steck, former Goldman Sachs leader and author of Connectability: Mastering Relationship Building in Business, Sales, and Beyond, shares his insights on how empathy, curiosity, and consistent follow-up create lasting impact in business, sales, and philanthropy.In this conversation, Fred and I dive into the art and impact of authentic connection—how empathy and genuine interest can create trust and opportunity and even be a career and business multiplier. Learn how to break through the noise and reach decision makers with handwritten notes, personal follow-ups, and real curiosity to strengthen relationships, open economic opportunities, and help you stand out in a digital-first world.This episode will inspire you to rethink how you build and nurture relationships—online and offline. You'll walk away with practical ways to strengthen trust, improve follow-up, and lead with empathy in your work and life.Listen in to learn how to make connection your most powerful business advantage—and discover simple, timeless ways to stand out in a digital world.Learn more about Fred:WebsiteLinkedInInstagram @fredsteckofficialBook recommendations:Setting the Table: The Transforming Power of Hospitality in Business, by Danny MeyerFollow me on:Instagram @stacyennisFacebook @stacyenniscreativeLinkedInYouTube @stacyennisauthorTo submit a question, email hello@stacyennis.com or visit stacyennis.com/contact and fill out the form on the page.

Run with Fitpage
EP 237 : Masterclass on Brain Stroke with Dr. Pradyumna J. Oak, Senior Neurologist and Director of Neurology at Nanavati Super Speciality Hospital, Mumbai

Run with Fitpage

Play Episode Listen Later Oct 29, 2025 28:57


In this episode, we are joined by Dr. Pradyumna J. Oak. Dr. Oak is a Senior Neurologist and Director of Neurology at Nanavati Super Speciality Hospital, Mumbai. His extensive experience in stroke management and neurocritical care makes him a perfect expert to speak on brain stroke. Vikas & Dr. Oak discussed causes, diagnosis, risk factors, important tests, and primary and secondary prevention.Here are some key takeaways: Blockages in blood vessels supplying blood to the brain may lead to a brain stroke. It is different from a heart attack or cardiac arrest.Diabetes, hypertension, Obesity, smoking, and use of tobacco are the major risk factors that contribute to a brain stroke.Statins may help stabilize the plaque and reduce LDL cholesterol levels.Brain stroke can happen due to occlusion (blockage) in arteries or hemorrhage(rupture) of blood vessels. A person experiencing a Transient Ischemic Attack might have difficulty speaking. Unfortunately, in the symptoms of a brain stroke, there is no pain. Running and other endurance activities may help condition your heart and even keep your baseline heart rate in check.A well planned workout program is helpful in mitigation of similar issues including a condition such as brain stroke.About Vikas Singh:Vikas Singh, an MBA from Chicago Booth, worked at Goldman Sachs, Morgan Stanley, APGlobale, and Reliance before coming up with the idea of democratizing fitness knowledge and helping beginners get on a fitness journey. Vikas is an avid long-distance runner, building fitpage to help people learn, train, and move better.For more information on Vikas, or to leave any feedback and requests, you can reach out to him via the channels below:Instagram: @vikas_singhhLinkedIn: Vikas SinghTwitter: @vikashsingh101Subscribe To Our Newsletter For Weekly Nuggets of Knowledge!

Exchanges at Goldman Sachs
Gold, Oil, and Rare Earths: Commodities on the Move

Exchanges at Goldman Sachs

Play Episode Listen Later Oct 28, 2025 12:58


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

In My Heart with Heather Thomson
Women: Stepping into our Power and Purpose

In My Heart with Heather Thomson

Play Episode Listen Later Oct 28, 2025 90:18


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

Dry Powder: The Private Equity Podcast
Building the Future of Private Wealth Portfolios w/ Goldman Sachs' Kristin Olson

Dry Powder: The Private Equity Podcast

Play Episode Listen Later Oct 28, 2025 19:46


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.

Brown Mama Bear
Episode 188: Organizing Your Life with Monee Williams

Brown Mama Bear

Play Episode Listen Later Oct 28, 2025 24:15


Host Shanera Williamson talks with the founder and CEO of Time Managed, LLC, a full-service concierge and personal assistant business. As a wife, mom and graduate of Goldman Sachs' One Million Black Women in Business program, Monee Williams shares her organizing secrets just in time for the holidays. Connect with Monee Williams and Time Managed LLC: Website, Facebook, hello@timemanagedllc.com Connect with Shanera and Brown Mama Bear: Facebook, Instagram, Website Make sure you share Brown Mama Bear with at least 3 friends so you have someone to talk with about these things.

Excess Returns
The Bond Risk Investors Miss | Nancy Davis on Inflation and Building Robust Portfolios

Excess Returns

Play Episode Listen Later Oct 28, 2025 39:22


In this episode of Excess Returns, we speak with Nancy Davis, founder and CIO of Quadratic Capital Management and the mind behind the innovative fixed income ETFs IVOL and BNDD. Nancy shares her insights on how investors are unknowingly short volatility in their portfolios, the role of options and convexity in fixed income, and how her ETFs seek to hedge against inflation, interest rate shifts, and volatility in a unique way. We also discuss the bond market, inflation dynamics, and how investors can better understand and manage risks that are often hidden inside traditional portfolios.Main topics covered• How Nancy's experience trading volatility at Goldman Sachs shaped her investment philosophy• Why most investors are short volatility without realizing it• Understanding convexity and prepayment risk in bond portfolios• The rise of passive investing and its impact on interest rate volatility• How IVOL provides exposure to interest rate volatility and inflation protection• The problem with relying on CPI as a measure of inflation• Why gold is an inconsistent inflation hedge• The yield curve as an alternative indicator of inflation expectations• Why interest rate volatility is historically cheap today• The relationship between bond volatility and stock volatility• How to think about IVOL and BNDD in a diversified portfolio• The long-term risks of shorting volatility and selling options for “income”Timestamps00:00 Introduction and overview of option selling in markets02:15 Nancy's background at Goldman Sachs and lessons on volatility05:00 Understanding convexity and its importance in fixed income06:30 Why investors are short interest rate volatility without knowing it10:25 The hidden risks inside the bond market and the role of mortgages11:00 Why most investors are short inflation in real life13:00 Conventional vs. alternative inflation hedges17:00 Why CPI is an imperfect inflation measure18:00 How the yield curve reflects inflation expectations21:00 Historical yield curve data and current inversion25:00 Interest rate volatility after Silicon Valley Bank26:30 Relationship between bond and stock volatility28:00 Using IVOL in a portfolio31:00 Discussion on the national debt and interest rate risk32:00 BNDD ETF and how it complements IVOL33:30 Why inflation-protected bonds are underused in the US36:00 Closing questions – what Nancy believes most peers disagree with37:00 Why selling options is not income and the risks investors overlook

America's Truckin' Network
10-27-25 America's Truckin' Network

America's Truckin' Network

Play Episode Listen Later Oct 28, 2025 47:46 Transcription Available


Kevin covered the following stories: Hurricane Melissa has her eye on Jamaica; the American Transportation Research Institute (ATRI) released its 21st annual Top Industry Issues; differing U.S. Weekly Jobless Claims have been estimated by economists at 4 separate companies, Citigroup, Nationwide, Goldman Sachs and JP Morgan; the U.S Bureau of Labor Statistics released the September Consumer Price Index (CPI) and Core CPI; the Social Security Administration announced the Cost-Of-Living Allowance (COLA) for Social Security recipients; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.

Bloomberg Talks
Goldman Sachs CEO Talks Saudi Arabia and US Economy

Bloomberg Talks

Play Episode Listen Later Oct 28, 2025 17:25 Transcription Available


Goldman Sachs CEO David Solomon discusses Goldman Sachs' expansion in Saudi Arabia, the US economy, and the credit environment. Solomon spoke with Bloomberg's Joumanna Bercetche.See omnystudio.com/listener for privacy information.

DUBAI WORKS Business Podcast
Snapchat Opens in Doha, Saudi AI Win, Goldman's $10B Kuwait Investment

DUBAI WORKS Business Podcast

Play Episode Listen Later Oct 28, 2025 33:39


HEADLINES:♦ HH Sheikh hamdan Tells Apparel Group Founder to Double 2,400-Store Empire♦ ASnapchat Opens New Doha Office to Strengthen Ties with Qatar and the Gulf ♦ Saudi AI Startup Humain to Launch Voice-Activated Operating System ♦ Goldman Sachs in Talks with Kuwait Fund for $10 Billion Mandate Newsletter: https://aug.us/4jqModrWhatsApp: https://aug.us/40FdYLUInstagram: https://aug.us/4ihltzQTiktok: https://aug.us/4lnV0D8Smashi Business Show (Mon-Friday): https://aug.us/3BTU2MY

Bitcoin Audible
Read_910 - Bitcoin TreasuryCos & The Roaring 20s (Speculative Attack! Part II)

Bitcoin Audible

Play Episode Listen Later Oct 28, 2025 52:12


  "In 1929, one of its largest holdings was the Shenandoah Corporation. Another closed-end fund, organized by Goldman Sachs... that became a large investor in its stock. All these funds traded at Premia. At the top of the pyramid, the Goldman Sachs Trading Corporation traded at a premium to a premium to a premium to net asset value." In the Roaring Twenties, Goldman Sachs built a pyramid of trusts on top of trusts—trading at “a premium to a premium to a premium.” Today, we see Bitcoin treasuries and corporate leverage playing the same game on a harder monetary base. The question isn't whether it will collapse—it's whether Bitcoin changes the rules before history repeats. Check out the original article Bitcoin TreasuryCos & The Roaring 20s: Speculative Attack! Part II by Be Water (Link: https://bewaterltd.com/p/bitcoin-treasurycos-and-the-roaring) Links & References Speculative Attack Part 1 (Link: https://fountain.fm/episode/eShOXODGdCH3BD3M9Mzn) The Flight into Fake Values by Be Water (Link: https://bewaterltd.com/p/the-flight-into-fake-values) Money: The True Story of a Made-Up Thing by Jacob Goldstein (Link: https://www.goodreads.com/book/show/50358103-money) Reboot - Shelling Out: The Origins of Money [Nick Szabo] on Fountain (Link: https://fountain.fm/episode/x8tdmijTWRqQwNkwLyL4) Check out our awesome sponsors! Ledn: Need fiat but don't want to sell your Bitcoin? Ledn offers secure, Bitcoin-backed loans with no credit checks, flexible repayment, and fast turnaround—often within 24 hours. With $10B+ in loans across 100+ countries and transparent Proof of Reserves, Ledn is a trusted option for unlocking liquidity without giving up your Bitcoin. (Link: https://learn.ledn.io/audible) HRF: The Human Rights Foundation is a nonpartisan, nonprofit organization that promotes and protects human rights globally, with a focus on closed societies. Subscribe to HRF's Financial Freedom Newsletter today. (Link: https://mailchi.mp/hrf.org/financial-freedom-newsletter) OFF: The Oslo Freedom Forum is a global human rights event by the Human Rights Foundation (HRF), uniting voices from activism, journalism, tech, and beyond. Through powerful stories and collaboration, OFF advances freedom and human potential worldwide. Join us next June. (Link: https://oslofreedomforum.com/) Pubky: Pubky is building the next web, a decentralized system designed to put control back in your hands. Escape censorship, algorithmic manipulation, and walled gardens by owning your identity and data. Explore the Pubky web and become the algorithm today. Don't forget to find me on my Pubky ID here: pk:5d7thwzkxx5mz6gk1f19wfyykr6nrwzaxri3io7ahejg1z74qngo. (Link: https://pubky.org) Chroma: Chroma is dedicated to advancing human performance and well-being through cutting-edge light therapy devices and performance eyewear. Their mission is to enhance physical and mental health, unlocking peak human health, cognitive function, and physical performance. Get 10% off your order with the code BITCOINAUDIBLE. (Link: https://getchroma.co/?ref...

700 WLW On-Demand
10-27-25 America's Truckin' Network

700 WLW On-Demand

Play Episode Listen Later Oct 28, 2025 48:58


Kevin covered the following stories: Hurricane Melissa has her eye on Jamaica; the American Transportation Research Institute (ATRI) released its 21st annual Top Industry Issues; differing U.S. Weekly Jobless Claims have been estimated by economists at 4 separate companies, Citigroup, Nationwide, Goldman Sachs and JP Morgan; the U.S Bureau of Labor Statistics released the September Consumer Price Index (CPI) and Core CPI; the Social Security Administration announced the Cost-Of-Living Allowance (COLA) for Social Security recipients; Kevin has the details, digs into the data, puts the information into historical perspective, offers his insights and a few opinions along the way.

Daybreak en Español
Goldman Sachs no ve riesgos en crédito privado; ¿Qué hará Milei ahora?

Daybreak en Español

Play Episode Listen Later Oct 28, 2025 7:37 Transcription Available


El rally en Wall Street se toma una pausa; el CEO de Goldman Sachs dice no estar preocupado por el crédito privado; más tensión en el Caribe; y Jimena Zúñiga, analista de Bloomberg Economics, comenta cómo queda el panorama de reformas tras la sorpresiva victoria de Javier Milei en las legislativas en Argentina.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.

Palisade Radio
John Feneck: US ‘Back Against the Wall’ on Tungsten, How To Beat The Market & Gold Miners

Palisade Radio

Play Episode Listen Later Oct 27, 2025 36:00


Stijn Schmitz welcomes John Feneck to the show. John Feneck is CEO Feneck Consulting Group. The podcast discussion centers on gold markets, investment strategies, and critical mineral opportunities. Feneck provides insights into the current gold market, noting that while there have been recent price fluctuations, major banks like Goldman Sachs, Bank of America, and HSBC are bullish, with price targets ranging from $4,900 to $5,000 for the next year. Discussing gold miners, Feneck highlights that the GDX ETF has broken out to new all-time highs, with producers like Newmont seeing significant growth. He believes junior miners still represent substantial value, with the GDXJ ETF trading well below its 2011-2012 peak. His investment approach combines value investing with technical analysis, focusing on a diversified portfolio of 60-70 stocks to manage risk. Feneck is particularly enthusiastic about critical minerals, especially tungsten and antimony, driven by geopolitical tensions and supply chain concerns. He sees significant opportunity in companies like Guardian Metals and Triumph Gold, which have strategic positions in these critical minerals. His investment philosophy emphasizes understanding company management, project fundamentals, and potential near-term catalysts. The conversation also touched on the challenges of mineral exploration and development, particularly in the United States, where permitting processes can take years. Feneck believes there's growing political momentum to accelerate critical mineral development, with initiatives like Trump's executive orders aimed at reducing dependence on Chinese mineral supplies. Through his consulting group, Feneck offers investment research services, including real-time updates, CEO interviews, and portfolio insights. He emphasizes the importance of active management, conducting extensive research, and maintaining flexibility in investment approach. His track record includes impressive returns, with his current portfolio up 118% for the year, demonstrating the potential of strategic investing in the mining and metals sector.

Exchanges at Goldman Sachs
‘Culture is Everything': Sixth Street's Alan Waxman on Flexibility and Alpha

Exchanges at Goldman Sachs

Play Episode Listen Later Oct 24, 2025 33:27


What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, and Co-CIO Alan Waxman discusses his career and the importance of flexibility in finding alpha on the latest edition of Goldman Sachs Exchanges: Great Investors. This episode was recorded on September 3, 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

Goldman Sachs Exchanges: The Markets
Can the China Rally Continue?

Goldman Sachs Exchanges: The Markets

Play Episode Listen Later Oct 24, 2025 8:22


What's driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on October 22, 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

Oil Ground Up
SuperSpiked: Arjun Murti on Why "Super Volatility" Replaced the Super Cycle

Oil Ground Up

Play Episode Listen Later Oct 24, 2025 65:35


Rory Johnston welcomes Arjun Murti, a partner at Veriten and former Goldman Sachs equity research analyst with 33 years of experience covering the full energy value chain. Murti discusses his Substack, SuperSpiked, explaining that the branding harkens back to the 2004 call for a super cycle, though the current framework emphasizes multi-year "super volatility" rather than a new permanent price state. The experts dive into the core short-term commodity debate, analyzing the divergence in demand forecasts between the "big three" agencies and critiquing the inconsistency between high oversupply forecasts and only short-term low price predictions. Murti firmly pushes back on the peak oil demand narrative, arguing that continued growth is illogical to deny given the massive unmet energy needs of billions globally. They explore how companies, particularly US-based EMPs, should lean into current market pessimism by prioritizing "fortress balance sheets," proactively managing costs, and protecting their returns on capital. This insightful conversation offers a differentiated, optimistic view of the sector, framing the present environment as a time for strategic risk-taking rather than capital destruction, supported by long-term belief in economic and energy growth

Early Retirement
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks

Early Retirement

Play Episode Listen Later Oct 23, 2025 16:17 Transcription Available


What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You'll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as Ari and James break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, value, international, and bonds to reduce risk from overexposed tech-heavy portfolios.Tax-smart moves — Roth conversions, cash buffers, and dynamic withdrawal rules that adapt to changing markets.Whether you're planning to retire early or just want peace of mind through an uncertain decade, this guide gives you a clear, flexible framework—so your lifestyle isn't dictated by Wall Street's forecasts.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Ready For Retirement
Will Low Returns Ruin Your Retirement? (How to Interpret Goldman Sachs 3% Forecast) | Root Talks

Ready For Retirement

Play Episode Listen Later Oct 23, 2025 16:17 Transcription Available


What if the next 10 years bring just 3% returns from the S&P 500?In this episode, we turn that forecast into a real-world retirement plan—not panic. You'll learn how to stress test your portfolio, build flexibility into your spending, and design a withdrawal strategy that can survive tough markets.Listen as James and Ari break down:Sequence-of-returns risk — why bad early years hurt more than bad averages.The modern 4% rule — how to use it as a guardrail, not a guarantee.Diversification that actually works — adding small caps, value, international, and bonds to reduce risk from overexposed tech-heavy portfolios.Tax-smart moves — Roth conversions, cash buffers, and dynamic withdrawal rules that adapt to changing markets.Whether you're planning to retire early or just want peace of mind through an uncertain decade, this guide gives you a clear, flexible framework—so your lifestyle isn't dictated by Wall Street's forecasts.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

Inspired Money
Mastering the Art of Leadership: Financial Success and Personal Growth

Inspired Money

Play Episode Listen Later Oct 23, 2025 62:43 Transcription Available


Why This Episode Is a Must-Listen What does it really take to master leadership in a fast-changing, high-pressure world? This episode from Inspired Money goes far beyond the usual advice, diving into real strategies for financial success and personal growth. If you want to lead with impact, whether at the kitchen table or the boardroom, this expert panel shares actionable insights, powerful stories, and game-changing tools for becoming the kind of leader people actually want to follow.  Meet the Expert Panelists Heather Younger is the Founder and CEO of Employee Fanatix, a leading consulting firm specializing in employee engagement, culture, and active listening. A bestselling author, TEDx speaker, and expert on empathy in leadership, she empowers organizations to build trust, inclusivity, and workplaces where every voice feels heard and valued. https://heatheryounger.com Charlene Wheeless is a leadership strategist, executive coach, and bestselling author who helps leaders and organizations transform culture, elevate communication, and lead with authenticity and impact. A former Principal Vice President at Bechtel Corporation and member of Marshall Goldsmith's 100 Coaches, she is a sought-after speaker on resilience, empowerment, and purpose-driven leadership. https://charlenewheeless.com Tiffany Yu is the CEO & Founder of Diversability, a 3x TEDx speaker, and the author of The Anti-Ableist Manifesto: Smashing Stereotypes, Forging Change, and Building a Disability-Inclusive World. She started her career at Goldman Sachs and was named to the 2025 Forbes Accessibility 100 List. At the age of 9, Tiffany became disabled as a result of a car accident that also took the life of her father. https://www.tiffanyyu.com This episode is sponsored by Runnymede Capital Management. Get your free 3-minute financial plan at https://www.inspiredmoney.fm/getplan and discover your retirement age, income, and strategy today. Key Highlights: 1. Leadership Is Adaptability in Action Charlene Wheeless shares how true leaders move beyond hierarchical models: “You quickly learn that hierarchical leadership is quite ineffective…If you can connect with someone, you can lead someone.” Adaptability, active listening, and connecting with people on a one-on-one level turn authority into inspiration. 2. Vulnerability Is the New Power Tiffany Yu talks openly about leading with vulnerability and authenticity—especially in spaces that haven't historically made room for difference. “I believe that we have the capacity to be our full, authentic selves…Just different parts of it are showing up at different times.” Her approach shows how vulnerability, not perfection, drives belonging and possibility. 3. Listening and Empathy Build Trust Heather Younger explains her unique practices for making teams feel truly seen and heard: “I always have this practice where if I'll present an idea…I let them basically overvote me. That creates a sense of safety. And they know what, they can trust me.” Her actionable tips for active listening cut through disengagement and unlock deeper trust. 4. Integrity as a Strategic Asset The panel emphasizes how integrity isn't just a virtue. It's foundational to sustainable business success. Tiffany points out: “There is a business case for disability inclusion…how can we balance both the moral imperative with the economic imperative and have them in tandem?” Integrity shapes culture, attracts talent, and drives performance... not just reputation. Call-to-Action Your Inspired Money challenge for the week: choose one conversation where you'll listen with full attention. No distractions, no rehearsed responses... just presence. Notice how it changes the dynamic and what opens up as a result. Find the Inspired Money channel on YouTube or listen to Inspired Money in your favorite podcast player. Andy Wang, Host/Producer of Inspired Money

The Capitalism and Freedom in the Twenty-First Century Podcast
Cliff Asness on Factor Investing and the History of Financial Economics | Hoover Institution

The Capitalism and Freedom in the Twenty-First Century Podcast

Play Episode Listen Later Oct 23, 2025 79:25 Transcription Available


Jon Hartley and Cliff Asness discuss his time as a graduate student under Eugene Fama at the University of Chicago, his career at Goldman Sachs, and founding AQR, factor-based investing (value and momentum), the efficient markets hypothesis, the elastic markets hypothesis, the inelastic markets hypothesis, comparisons between private equity and public equity returns, and more. Recorded on August 27, 2025. ABOUT THE SERIES Each episode of Capitalism and Freedom in the 21st Century, a video podcast series and the official podcast of the Hoover Economic Policy Working Group, focuses on getting into the weeds of economics, finance, and public policy on important current topics through one-on-one interviews. Host Jon Hartley asks guests about their main ideas and contributions to academic research and policy. The podcast is titled after Milton Friedman‘s famous 1962 bestselling book Capitalism and Freedom, which after 60 years, remains prescient from its focus on various topics which are now at the forefront of economic debates, such as monetary policy and inflation, fiscal policy, occupational licensing, education vouchers, income share agreements, the distribution of income, and negative income taxes, among many other topics. For more information about the podcast, or subscribe for the next episode, click here.

Exchanges at Goldman Sachs
Making Sense of Weak Job Growth Alongside Solid GDP Growth

Exchanges at Goldman Sachs

Play Episode Listen Later Oct 22, 2025 19:13


Goldman Sachs Research's Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. 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, expressed 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 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

Closing Bell
Tesla Earnings; CEO Interviews with EQT & Alcoa 10/22/25

Closing Bell

Play Episode Listen Later Oct 22, 2025 43:37


A jam-packed earnings day brings major market movers. Barbara Doran of BD8 Capital joins to break down the action alongside Mike Santoli, while Craig Irwin of Roth Capital reacts to Tesla's results. We'll also hear from Toby Rice, CEO of EQT, on natural gas and energy dynamics, and Greg Tuorto of Goldman Sachs on how to play small caps. Alcoa CEO William Oplinger weighs in before the earnings call on the company's latest quarter.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Bad Crypto Podcast
Biggest Crypto Crash Ever?!

The Bad Crypto Podcast

Play Episode Listen Later Oct 21, 2025 35:05


The biggest crypto liquidation in history just rocked the markets as President Trump drops a 100% tariff on all Chinese imports, sparking a global sell-off that hit crypto first and hardest. But even as traders panic, Bitcoin is surging ahead of the Fed meeting, teasing a new all-time high. We’re breaking down the chaos — from $431 million in token unlocks to the mysterious rise of Hyperliquid, the DeFi exchange everyone’s suddenly obsessed with. Plus, Goldman Sachs says gold’s still got game… and why some insiders are declaring “Bitcoin is not crypto.” Markets are melting, narratives are flipping, and the storm is just getting started. Don’t miss this one. Full Show Notes at badco.in/793 SUBSCRIBE, RATE, & REVIEW: Apple Podcasts: http://badco.in/itunesSpotify: http://badco.in/spotifySoundcloud: http://badco.in/soundcloudYouTube: http://badco.in/youtube FOLLOW US ON SOCIAL MEDIA: X/Twitter: @BadCryptoPod - @JoelComm - @TeeDubyaFacebook: /BadCrypto - /JoelComm - /teedubyawLinkedIn: /in/joelcomm - /in/teedubyaInstagram: @BadCryptoPodcast DISCLAIMER: Do your own due diligence and research. Neither Joel Comm, Zach Comm nor Travis Wright are FINANCIAL ADVISORS. We are sharing our journey with you as we learn more about this crazy little thing called cryptocurrency. We make NO RECOMMENDATIONS. Don't take anything we say as gospel. Do not come to our homes with pitchforks because you lost money by listening to us. We only share with you what we are learning and what we are investing it. We will never "pump or dump" any cryptocurrencies. Take what we say with a grain of salt. You must research this stuff on your own! Just know that we will always strive for RADICAL TRANSPARENCY with any show associations.Support the show: https://badcryptopodcast.comSee omnystudio.com/listener for privacy information.

Meikles & Dimes
227: Make Yourself Hard To Kill | How Bryan Porter Engineers Elite Health and Resilience

Meikles & Dimes

Play Episode Listen Later Oct 20, 2025 102:34


Bryan Porter is launching an AI company after serving as a Portfolio Manager at the hedge fund MIG Capital. Earlier in his career, he worked at The Carlyle Group and Goldman Sachs, and earned his MBA from Stanford. But before all of that, Bryan was working at McDonald's and sleeping on couches, in closets, and in cars. In Episode 138 of this podcast, Bryan shares the incredible, inspirational story of how he pulled himself out of his tailspin. And in that episode, we touched briefly on how Bryan became obsessed with health and fitness. In today's episode, we take a deep dive into health and fitness. One reason for Bryan's outlier success is his outlier ability to learn and apply. Over the past three decades, he's studied and implemented the best science on health and fitness in his own life, and today he shares those insights. While this podcast shouldn't be relied on for medical advice, I find Bryan's approach both fascinating and inspiring. I'll be listening to this episode over and again—and it will also be required listening for my kids. And if you're like me, and want to keep learning from Bryan Porter, check out his website: bryan-porter.com. In this episode we discuss the basics of health including: Sleep: Good sleep is the fastest way to feel better and have more mental clarity.  Min get 7 hours, ideally 8. If you're getting less than 6 you're reducing the quality and quantity of your life. Exercise 6 days a week: min 45 min brisk walk daily, break up sitting with 10 body squats every 45 mins – nobody is too busy for that, strength 2x per week, get to max heart rate 1x per week. Really helpful to have an event on the calendar that you're working toward. Eat well: min 1 gram of protein per pound of weight. Lots of fiber. Healthy fat: olive and fish oil. Reverse osmosis filtered water + electrolytes.  But this summary is just the tip of the iceberg. In this episode, Bryan shares 100s of great insights and practical tips for how to be more healthy...How To Make Ourselves Hard to Kill.