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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 27 attributed ideas; most-discussed: BABA, QCOM.

7
Ideas · 7d
27
Ideas · 30d
346
Ideas · all time
66
Episodes
Names this show discusses most
90D
BABA · 1QCOM · 1

Theses first heard here · 22

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
23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
Precautionary buying drives oil price surge
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23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
Significant upside risk to European natural gas
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23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
US-China competition tightening copper market
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23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
$27 risk premium embedded in Brent crude
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23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
The case was made that refined products like diesel face severe physical tightness due to Middle East refinery damage and pre-war…
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23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
Surge in crude freight rates pressures Asian prices
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23 OCT4D AGOWhy Oil Prices Are Surging Despite Recovering Supply
Diesel tightness spilling into gasoline markets
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Chinese export price discount stabilizes, doesn't always deflate
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Chinese exports gain most share in emerging markets
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Market skeptical of Chinese companies' global expansion
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Geopolitical frictions act as speed bumps, not roadblocks
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Industrial and service sectors face rising Chinese competition
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Incumbents vulnerable in modular, B2C, high-growth products
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13 OCT2W AGOWhere Chinese Exports Are Gaining the Most Market Share
Market ruthlessly punishes incumbents losing share
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Venture secondary market to outgrow primary
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Portfolio construction critical for venture risk
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
AI's physical and digital market collision
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Venture secondary market's supply-demand imbalance
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Secondary market enables longer private stays
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Pricing venture requires qualitative underwriting
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Re-industrialization and space as venture themes
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6 OCT3W AGOInside the Revival of Venture Capital Liquidity with an Industry Pioneer
Deep sector expertise as an investing edge
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29 SEP29 SEPHow Family Businesses Should Plan for Generational Success
Succession requires separating management from ownership
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29 SEP29 SEPHow Family Businesses Should Plan for Generational Success
External capital or sale can impose discipline
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29 SEP29 SEPHow Family Businesses Should Plan for Generational Success
Long-term, diversified equity ownership beats concentration
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29 SEP29 SEPHow Family Businesses Should Plan for Generational Success
Post-liquidity wealth requires a mindset shift
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29 SEP29 SEPHow Family Businesses Should Plan for Generational Success
Family-owned businesses outperform non-family peers
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23 SEP23 SEPWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Two more hikes likely, to around neutral
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23 SEP23 SEPWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Fed can slow supply shock transmission
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23 SEP23 SEPWhy Markets May Be Pricing in Too Many Fed Rate Hikes
Two-speed economy mutes Fed response
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION