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Which podcasts are discussing GS?
63 ATTRIBUTED IDEAS · 42 EPISODES · 19 SHOWS
The shows
CNBC Fast Money
Goldman Sachs Exchanges
a16z Podcast
Odd Lots
The Julia La Roche Show
WSJ What's News
Eurodollar University
Prof G Markets
The Pomp Podcast
The Compound and Friends
The Derivative
The Options Insider Radio Network
All-In with Chamath, Jason, Sacks & Friedberg
Bloomberg Surveillance
Fintech Insider Podcast by 11:FS
Motley Fool Money
Palisades Gold Radio
The Alpha Exchange
The Meb Faber Show
Where the discussion went deepest
18 JUL4W AGOTHE JULIA LA ROCHE SHOW · 01:46
Banks face growing private credit & non-bank exposure
“The speaker argued that major US banks face structural headwinds as high trading revenues mask falling asset returns and unhedged non-recourse credit risks to private funds.”
#391 Chris Whalen: $4 Trillion Private Credit Risk, Double-Digit Inflation & Housing's 2005 Warning · with Chris Whalen
Core thesis · 5/5Verify in source →
10 JUL10 JULCNBC FAST MONEY · 05:30
Money center banks set for earnings beats
“Money center banks, led by Citigroup and Bank of America, are positioned for strong earnings driven by capital markets strength and favorable yield curves.”
SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26
Core thesis · 5/5Verify in source →
9 JUL9 JULEURODOLLAR UNIVERSITY · 15:46
Banks retrenching from private credit fund leverage
“Major global banks are curtailing credit lines and back leverage to private credit funds due to deteriorating collateral value and mispriced risks.”
HSBC Just Issued A Dire Warning To The Entire Banking System
Core thesis · 5/5Verify in source →
4 JUN4 JUNCNBC FAST MONEY · 04:08
SpaceX IPO pricing relies on narrative over metrics
“The market thesis presented on the SpaceX IPO suggested its massive proposed valuation relies heavily on retail enthusiasm and narrative rather than established fundamentals or near-term profitability.”
A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26
Core thesis · 5/5Verify in source →
12 MAY12 MAYA16Z PODCAST · 10:00
Goldman's risk culture from partnership liability
“The guest argued that Goldman Sachs's partnership structure, with unlimited personal liability, created an unparalleled focus on rigorous risk management and mark-to-market discipline.”
Lloyd Blankfein on Risk, Crisis, and Leadership · with Lloyd Blankfein
Core thesis · 5/5Verify in source →
12 MAY12 MAYA16Z PODCAST · 08:30
Partnership culture vs corporate culture
“The guest argued that a partnership culture, where senior employees feel like co-owners, fosters stability, commitment, and a focus on the whole enterprise.”
Lloyd Blankfein on Risk, Crisis, and Leadership · with Lloyd Blankfein
Core thesis · 5/5Verify in source →
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