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Artwork for Exchanges

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
Stock Market Outlook
Investment Strategy
Real Estate
Geopolitics
Private Credit
Basel III
U.S. Economy

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

PublishesTwice weeklyEpisodes587Founded11 years ago
Number of ListenersCategory
Business

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Artwork for Exchanges

Latest Episodes

With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman of

Goldman Sachs, discusses the uncertain outlook with Allison Nathan.

This episode was recorded on November 12, 2025.

The o... more

YouTube

AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangan

discuss whether bubble concerns are war... more

YouTube

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... more

YouTube

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 ... more

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Recent Guests

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
Daan Struyven
Co-head of Commodities Research in Goldman Sachs Research
Goldman Sachs
Episode: Gold, Oil, and Rare Earths: Commodities on the Move
Alan Waxman
Co-founding partner, chief executive officer, and co-chief investment officer at Sixth Street
Sixth Street
Episode: ‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha
Byron Deeter
Partner at Bessemer Venture Partners, experienced in identifying successful technology companies.
Bessemer Venture Partners
Episode: ‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter
Neema Raphael
Chief Data Officer and Head of Data Engineering at Goldman Sachs
Goldman Sachs
Episode: AI Exchanges: The Role of Data
Asad Haider
Leads the team covering the US healthcare sector for Goldman Sachs Research
Goldman Sachs Research
Episode: The Healthcare Outlook: Macro Challenges and Biotech Innovations
Amit Sinha
Head of Life Sciences Investing at Goldman Sachs Asset Management
Goldman Sachs Asset Management
Episode: The Healthcare Outlook: Macro Challenges and Biotech Innovations
Darren Cohen
Co-Head and Chief Investment Officer of Growth Equity
Goldman Sachs Asset Management
Episode: The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform

Host

Allison Nathan
Host of the podcast and experienced in facilitating discussions around complex financial themes with various industry experts.

Reviews

4.5 out of 5 stars from 2.6k ratings
  • GS Exchanges: Great Investors

    Wonderful interviews from Allison Mass and guests.

    Apple Podcasts
    5
    Frederick Aryeetey
    United States3 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
    Australia5 months ago
  • LOVE THIS PODCAST

    I’m a finance major in college and I listen to this while I work out. Great show and I love the guests!!!

    Apple Podcasts
    5
    👍🏼👍🏼👍🏼👌🏼👏🏼👏🏼
    United States9 months ago
  • Financial markets setup…

    Really enjoyed this podcast by Alison and found it insightful, interesting and informative. Great perspectives form the two panel members and especially appreciated the way Alison took them back over their upside speculation and made them also cover off the potential risks and concerns. Great stuff, thanks…

    Apple Podcasts
    4
    Charlton Reject.
    United Kingdom10 months ago
  • Oftentimes Inaudible

    It’s great content in details but I often find it hard to be able to hear the interviewed guest clearly even though I’m on max AirPods volume. Seems like I’ll have to use headphones with noise cancellation otherwise as long as I’m outside in public areas I can’t enjoy this podcast while commuting :/

    Apple Podcasts
    3
    wryhevski
    United Statesa year ago

Listeners Say

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

Listeners appreciate the high-quality analysis and insights shared by industry experts, often remarking on the rarity of such thoughtful discussions.
Overall feedback indicates that this content serves as a valuable resource for professionals looking to stay informed on market trends and economic developments.
The host is frequently praised for her engaging and insightful interviews, though there are occasional critiques about sound quality and clarity.

Chart Rankings

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

Spotify
#49
United States/Business
Apple Podcasts
#202
United States/Business
Spotify
#42
United Kingdom/Business
Apple Podcasts
#86
United Kingdom/Business
Apple Podcasts
#96
Canada/Business
Apple Podcasts
#48
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

Are AI Bubble Concerns Warranted or Overblown?
Q: What would make you less optimistic?
Monitoring the rise in utility, adoption, and free cash flow; excessive use of debt can be a tipping point in the market.
Are AI Bubble Concerns Warranted or Overblown?
Q: Do you think concerns that we are now in bubble territory are there and what are you watching to assess that?
Signs of exuberance are present, with private market valuations outpacing public market ones, though not equivalent to past bubble behaviors yet.
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
Q: Are you concerned at all looking ahead at Fed decision making from that perspective?
Concerns about Fed independence have increased, but the culture of independence within the Fed remains strong.
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
Q: Is there a point at which the companies start passing those costs on to consumers?
Many CEOs mentioned absorbing costs for now, but the risk of passing costs onto consumers remains, especially among small businesses.
The Fed's Tightrope: Inflation, Labor, and the Path Ahead
Q: Are you thinking that this is mostly cyclical factors or more structural?
It is unclear; there's a mix of both factors affecting the labor market, and businesses indicate that conditions are sluggish but not catastrophic.

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?

Centered around the nuances of global finance and economic trends, the content emphasizes detailed discussions with industry leaders and experts to unpack complex market dynamics. Various episodes highlight emerging topics such as stablecoins, private equity, systematic investing, and the implications of AI on employment and economic structures. Unique insights are drawn from influential figures within financial institutions, offering listeners access to valuable perspectives that are both timely and relevant. With a focus on in-depth analysis, this show serves as a resource for finance professionals and curious listeners alike, seeking to understand the forces that shape global markets.

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. 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 587 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. Robert Kaplan
2. Tony Yoseloff
3. Daan Struyven
4. Alan Waxman
5. Byron Deeter
6. Neema Raphael
7. Asad Haider
8. Amit Sinha

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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