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Exchanges

Goldman Sachs
Goldman Sachs
Inflation
Global Economy
Mergers and Acquisitions
Interest Rates
China
Middle East Conflict
Private Equity
US Equities
Property Sector
Blackstone
KKR
U.S. Presidential Election
Investment Strategy
Stock Market Outlook
Real Estate
Geopolitics
Basel III
Private Credit
Asset Allocation

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

PublishesTwice weeklyEpisodes605Founded11 years ago
Number of ListenersCategory
Business

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Artwork for Exchanges

Latest Episodes

Goldman Sachs Research’s Gabriela Borges explains how AI disruption has been affecting the software sector and what it will take for the sector to stabilize. For more, also read the related Goldman Sachs Research’s Top of Mind report, Will AI eat sof... more

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Goldman Sachs Research’s Daan Struyven, co-head of Global Commodities Research and Head of Oil Research, discusses how the strikes in Iran could affect the oil market, commodities, and energy prices.

This episode was recorded on March 2nd, 2026.

T... more

YouTube

Goldman Sachs Research’s Bruce Kirk discusses the implications of Japan’s recent snap election and the implications for the equity market and foreign investors.

Date of recording: February 19, 2026.

The opinions and views expressed herein are as of... more

YouTube

Goldman Sachs Research’s Ryan Hammond explains how AI disruption is creating large sector rotations even as equities continue to move higher.

This episode was recorded on February 11, 2026.

The opinions and views expressed herein are as of the date... more

YouTube

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Recent Guests

Gabriela Borges
Software sector analyst at Goldman Sachs Research
Goldman Sachs
Episode: Can Software Survive AI?
David Craver
Co-Chief Investment Officer of Lone Pine Capital
Lone Pine Capital
Episode: Fundamentals Still Matter: Lone Pine’s David Craver
Daan Struyven
Co-head of Global Commodities Research at Goldman Sachs
Goldman Sachs
Episode: Oil Market Impacts from Venezuela
Eric Peters
CEO of One River Asset Management and Coinbase Asset Management
One River Asset Management / Coinbase Asset Management
Episode: Looking for Trends: One River Asset Management’s Eric Peters
Scott Goodwin
Co-founder and managing partner of Diameter Capital Partners
Diameter Capital Partners
Episode: ‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin
Mark Kennedy
Founding director of the Wahba Initiative for Strategic Competition at NYU's Development Research Institute
NYU
Episode: The US-China Tech Race
Paul Triolo
Partner at DGA-Albright Stonebridge Group
DGA-Albright Stonebridge Group
Episode: The US-China Tech Race
Robert Kaplan
Vice Chairman of Goldman Sachs and former President of the Dallas Fed
Goldman Sachs
Episode: The Fed's Tightrope: Inflation, Labor, and the Path Ahead
Tony Yoseloff
Managing Partner and Chief Investment Officer of Davidson Kempner Capital Management
Davidson Kempner Capital Management
Episode: Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff

Hosts

Allison Nathan
Host of Goldman Sachs Exchanges, providing insights into market developments and trends.
Tony Pascarello
Global Head of Hedge Fund Coverage at Goldman Sachs.

Reviews

4.5 out of 5 stars from 2.6k ratings
  • Your 2026 outlook is pathetic

    Just look around. Why the rosy propaganda? Garbage

    Apple Podcasts
    1
    Edxs
    Canada2 months ago
  • Good and Getting Better

    I’ve been listening to this podcast for about a year. It’s good and getting better. For a while, they had a second host/interviewer that said simple things in an unnecessarily complicated way. Allison doesn’t do that. Exchanges is at its best when it uses Goldman’s global resources to provide insights from corners of the globe that are not making headlines in the popular financial press.

    Apple Podcasts
    5
    mau5convert
    United States3 months ago
  • Great as market sentiment trackers

    Always listen this while workout, great thanks to the Great Investors series!

    Apple Podcasts
    5
    rexchs
    United States4 months ago
  • GS Exchanges: Great Investors

    Wonderful interviews from Allison Mass and guests.

    Apple Podcasts
    5
    Frederick Aryeetey
    United States7 months ago
  • Rare institutional type quality investment podcasts

    Podcasts of this quality are rare. Thank you for the thoughtful analysis on topical issues

    Apple Podcasts
    5
    Insto investor
    Australia8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

General consensus is that episodes are informative and beneficial for those seeking knowledge about market trends.
Some express concerns about audio quality during episodes, suggesting improvements are needed to enhance listener experience.
Listeners appreciate the depth of insights provided, often praising the quality of guests and topics covered.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#135
United States/Business
Apple Podcasts
#46
United Kingdom/Business
Apple Podcasts
#112
Canada/Business
Apple Podcasts
#88
Australia/Business
Apple Podcasts
#92
Italy/Business
Apple Podcasts
#112
France/Business

Talking Points

Recent interactions between the hosts and their guests.

Oil Market Impacts from Iran
Q: How does the market price in risk right now given the potential for a longer disruption?
The market prices in a meaningful disruption, around an 8% rise in Brent and implied risk premium suggesting a view of potential full closure of the Strait for around four weeks, though traders still consider a range of scenarios.
Oil Market Impacts from Iran
Q: What is the base case for oil price when there are no sustained supply disruptions?
The base case assumes no sustained supply disruptions, with Brent around 60 dollars by year-end after currently trading around 78, while acknowledging significant upside risks if disruptions persist.
Fundamentals Still Matter: Lone Pine’s David Craver
Q: How do you think the industry will change going forward?
The value of fundamental research is becoming more significant as disruption rises, indicating a shift away from passive investment success.
Fundamentals Still Matter: Lone Pine’s David Craver
Q: How do you know when you're wrong?
Knowing when to pivot is crucial; it involves continually assessing the businesses owned and the speed of changes in the market environment.
Goldman Sachs Chairman and CEO David Solomon on AI, M&A, and Markets
Q: How do you ensure that employees adapt to new technologies?
It's critical to change big processes, like KYC and onboarding, which have been in place for a long time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Exchanges

What is Exchanges about and what kind of topics does it cover?

Content focuses on the dynamic relationships between global markets, economic strategies, and industry trends, often featuring high-profile guests who share their expertise. Episodes explore a range of topics, including investment strategies, the effects of geopolitical events on markets, innovations in technology, particularly artificial intelligence, and vital economic indicators shaping future growth prospects. The depth of discussion and the caliber of guests contribute to making insights accessible for finance professionals and general listeners interested in understanding the financial landscape and its implications for various sectors.

Where can I find podcast stats for Exchanges?

Rephonic provides a wide range of podcast stats for Exchanges. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Exchanges and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Exchanges get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Exchanges, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Exchanges?

Rephonic provides comprehensive predictive audience data for Exchanges, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Exchanges have?

To see how many followers or subscribers Exchanges has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Exchanges?

These podcasts share a similar audience with Exchanges:

1. The Markets
2. Masters in Business
3. The Memo by Howard Marks
4. Capital Allocators – Inside the Institutional Investment Industry
5. Odd Lots

How many episodes of Exchanges are there?

Exchanges launched 11 years ago and published 605 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Exchanges?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Exchanges?

Rephonic pulls ratings and reviews for Exchanges from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Exchanges?

Rephonic provides full transcripts for episodes of Exchanges. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Exchanges?

Recent guests on Exchanges include:

1. Gabriela Borges
2. David Craver
3. Daan Struyven
4. Eric Peters
5. Scott Goodwin
6. Mark Kennedy
7. Paul Triolo
8. Robert Kaplan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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