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Goldman Sachs Exchanges
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Goldman Sachs analysts and leaders on markets, industries, and the global economy.

In the last 30 days, Goldman Sachs Exchanges produced 32 attributed ideas; most-discussed: BABA, QCOM.

7
Ideas · 7d
32
Ideas · 30d
352
Ideas · all time
65
Episodes
Names this show discusses most
90D
BABA · 1QCOM · 1

Theses first heard here · 21

5% 10-year yield as a reasonable new normalFIRST HEARD 15 SEP
AI data center financing shifts to private creditFIRST HEARD 5 AUG
Fed hiking into an oil supply shockFIRST HEARD 14 APR
AI disruption fears overblown for moated incumbentsFIRST HEARD 10 MAR · CRWD
AI as a cognitive crutch that degrades human thinkingFIRST HEARD 9 MAR
Latest attributed ideas · most recent first
13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Chinese exports gain most share in emerging markets
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13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Chinese export price discount stabilizes, doesn't always deflate
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13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Market skeptical of Chinese companies' global expansion
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13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Geopolitical frictions act as speed bumps, not roadblocks
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13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Market ruthlessly punishes incumbents losing share
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13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Incumbents vulnerable in modular, B2C, high-growth products
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13 OCT6D AGOWhere Chinese Exports Are Gaining the Most Market Share
Industrial and service sectors face rising Chinese competition
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Venture secondary market to outgrow primary
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
AI's physical and digital market collision
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Secondary market enables longer private stays
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Venture secondary market's supply-demand imbalance
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Pricing venture requires qualitative underwriting
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Portfolio construction critical for venture risk
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Deep sector expertise as an investing edge
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6 OCT2W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Re-industrialization and space as venture themes
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29 SEP3W AGOHow Family Businesses Should Plan for Generational Success
Succession requires separating management from ownership
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29 SEP3W AGOHow Family Businesses Should Plan for Generational Success
Post-liquidity wealth requires a mindset shift
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29 SEP3W AGOHow Family Businesses Should Plan for Generational Success
External capital or sale can impose discipline
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29 SEP3W AGOHow Family Businesses Should Plan for Generational Success
Family-owned businesses outperform non-family peers
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29 SEP3W AGOHow Family Businesses Should Plan for Generational Success
Long-term, diversified equity ownership beats concentration
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Two more hikes likely, to around neutral
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Fed can slow supply shock transmission
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
October Fed move hinges on data, business context
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
High yields reflect deficit, not just Fed
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Fed's September hike was the right move
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Two-speed economy mutes Fed response
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Market pricing in more hikes than likely
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Fed maintains independence under Warsh
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Multiple supply shocks face CapEx boom
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23 SEP4W AGOWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Rising profit share vs muted labor share
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION