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Artwork for Exchanges

Exchanges

Goldman Sachs
Goldman Sachs
Inflation
US Economy
Artificial Intelligence
Tariffs
Interest Rates
China
Federal Reserve
Private Equity
Private Credit
United States
Labor Market
U.S. Economy
Recession
Housing Market
Asset Management
Goldman Sachs Research
Economic Growth
Europe
Global Economy

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

PublishesTwice weeklyEpisodes621Founded11 years ago
Number of ListenersCategory
Business

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Artwork for Exchanges

Latest Episodes

The equity story across Asia has split into two very different paths this year, with North Asian markets pulling ahead on the strength of the artificial intelligence trade while remaining more insulated from the energy supply shock tied to the Middle... more

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary environment in which traditional fixed-income hedges h... more

YouTube

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industry vulnerable to AI disruption have fueled a surge ... more

YouTube

How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Management, explains the impact that AI is having in the quantitative investment space.

To learn more ,... more

YouTube

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Recent Guests

Christian Mueller-Glissmann
Head of Asset Allocation, Goldman Sachs Research
Goldman Sachs
Episode: Innovation and Inflation: Twin Forces Reshaping Portfolios
Alexandra Wilson-Elizondo
Global Co-Head of Multi-Asset Solutions, Goldman Sachs Asset Management
Goldman Sachs
Episode: Innovation and Inflation: Twin Forces Reshaping Portfolios
Howard Marks
Legendary investor
Oaktree Capital Management
Episode: Cracks in Private Credit
Michael Arougheti
Executive in private markets
Ares Management
Episode: Cracks in Private Credit
Amanda Lynam
Chief Credit Strategist
Goldman Sachs Research
Episode: Cracks in Private Credit
Osman Ali
Global co-head of Quantitative Investment Strategies
Goldman Sachs Asset Management
Episode: Will AI Make Markets Less Efficient?
Nicolas Giauque
Managing Partner and Chief Investment Officer, Farallon Capital
Farallon Capital
Episode: Farallon Capital's Nicolas Giauque on Investing for the Long Term
Jim Zelter
President of Apollo Global Management
Apollo Global Management
Episode: Apollo's Jim Zelter on the Future of Private Credit
Dominic Wilson
Senior Markets Advisor, Goldman Sachs Research
Goldman Sachs
Episode: Why Aren’t Investors More Worried?

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
  • Partially informative

    This is an OK show, but not great because guests get mildly challenged at most, if any.

    Apple Podcasts
    3
    xyz135711
    United Statesa month ago
  • Your 2026 outlook is pathetic

    Just look around. Why the rosy propaganda? Garbage

    Apple Podcasts
    1
    Edxs
    Canada4 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 States5 months ago
  • Great as market sentiment trackers

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

    Apple Podcasts
    5
    rexchs
    United States7 months ago
  • GS Exchanges: Great Investors

    Wonderful interviews from Allison Mass and guests.

    Apple Podcasts
    5
    Frederick Aryeetey
    United States9 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
#213
United States/Business
Apple Podcasts
#88
United Kingdom/Business
Apple Podcasts
#183
Canada/Business
Apple Podcasts
#111
Australia/Business
Apple Podcasts
#133
France/Business
Apple Podcasts
#221
Germany/Business

Talking Points

Recent interactions between the hosts and their guests.

Innovation and Inflation: Twin Forces Reshaping Portfolios
Q: Where do you see the most compelling tactical opportunities given the current structural backdrop?
AI remains a key driver, but investors should look for true diversification beyond AI, including real assets like infrastructure, selective energy plays, and strategies that offer convexity and downside protection.
Innovation and Inflation: Twin Forces Reshaping Portfolios
Q: What is the best way to navigate this environment and are tactical opportunities emerging?
Tactical opportunities exist in rate relief, selective exposure to real assets, and diversified momentum strategies, with a emphasis on risk mitigation and careful hedging as AI and other innovations drive asset correlations.
How Warsh Could Shape Fed Policy
Q: So what are the implications for Fed policy and markets if Warsh is confirmed as Fed Chair?
Warsh could push for less reliance on forward guidance and potentially downgrade or remove the dot plot, while increasing emphasis on balance-sheet management and closer coordination with the Treasury. He would likely advocate a more disciplined, horizon-focused view on disinflation supported by AI-driven productivity, potentially keeping policy gradual and data-dependent until inflation sustainably moves toward target.
Why Aren’t Investors More Worried?
Q: How are different regions and currencies likely to respond to the oil shock and geopolitical tensions?
The dollar remains supported by safe-haven flows and oil exposure, but there is potential for dollar weakness to re-emerge if global conditions stabilize; cross-asset dynamics will depend on inflation persistence and central-bank responses.
Why Aren’t Investors More Worried?
Q: What should investors be doing in the context of potential longer-term volatility and policy shifts?
Maintain selective long exposure to favored themes, hedge tail risks with deeper downside protection, and be prepared to add or reduce risk as the market moves, especially around negotiations and the policy path.

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?

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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. Thoughts on the Market
3. UBS On-Air: Market Moves
4. Making Sense
5. At Any Rate

How many episodes of Exchanges are there?

Exchanges launched 11 years ago and published 621 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. Christian Mueller-Glissmann
2. Alexandra Wilson-Elizondo
3. Howard Marks
4. Michael Arougheti
5. Amanda Lynam
6. Osman Ali
7. Nicolas Giauque
8. Jim Zelter

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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