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What the podcasts are saying about
GS
In-depth coverage
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Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
18 JULTHE JULIA LA ROCHE SHOW · 03:45
Zombie private credit portfolios threaten banks
“The bear case for major banks is that they face significant, underreported risks from non-recourse loans extended to unprofitable private credit funds.”
In depth · 4/5Verify in source →
18 JULTHE JULIA LA ROCHE SHOW · 01:30
Private credit steals traditional bank business
“The bull case for private credit firms is that they are successfully capturing market share from traditional banks by offering more competitive terms and securing higher fees.”
In depth · 4/5Verify in source →
18 JULWSJ WHAT'S NEWS · 03:35
Investment banking rebound fuels blockbuster earnings
“The bull case for large diversified banks is that a resurgence in trading, dealmaking, and underwriting - particularly driven by AI financing and high-profile IPOs - is driving massive profit growth.”
In depth · 4/5Verify in source →
17 JULFINTECH INSIDER PODCAST BY 11:FS · 08:15
Big tech prioritizes data over banking licenses
“Large technology firms like Apple do not want to become regulated banks or take on credit risk, preferring instead to capture financial data and customer stickiness.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 05:00
Scale insulates Schwab from low-margin custody competitors
“The bull case for Schwab's RIA custody dominance rests on its massive scale, making it highly difficult for lower-scale entrants to compete on thin margins.”
In depth · 4/5Verify in source →
17 JULTHE POMP PODCAST · 01:15
Private credit cracks signal broader economic distress
“The guest argued that the growing cracks in private credit are not isolated but represent a systemic risk when combined with broader off-balance-sheet leverage and a k-shaped economy.”
In depth · 4/5Verify in source →
17 JULPALISADES GOLD RADIO · 04:10
Wall Street banks benefit from liquidity injection
“The guest argued that investment banks like Goldman Sachs will benefit enormously as the US prints money to fund the massive AI and infrastructure build-out.”
Substantive discussion · 3/5Verify in source →
17 JULFINTECH INSIDER PODCAST BY 11:FS · 11:45
Goldman Sachs eyes Irish deposit market expansion
“Goldman Sachs is exploring launching its Marcus digital bank in Ireland to capture high-volume, low-interest retail deposits.”
Substantive discussion · 3/5Verify in source →
17 JULEURODOLLAR UNIVERSITY · 01:15
Insiders pull back from private credit leverage
“The bearish thesis argues that major banks are quietly reducing exposure and tightening lending terms to private credit funds, signaling a turn in the credit cycle that public markets are ignoring.”
Core thesis · 5/5Verify in source →
16 JULTHE BLOOMBERG SURVEILLANCE · 01:15
Global bank stocks show strong underlying trends
“The bull case argued for global banks is that their underlying technical trends remain exceptionally firm despite near-term overbought conditions.”
In depth · 4/5Verify in source →
16 JULWSJ WHAT'S NEWS · 01:50
Investment banking boom drives major bank profits
“The bull case presented for major US banks is that a surge in investment banking activity, specifically high-profile IPOs and robust M&A volumes, is driving significant profit growth.”
In depth · 4/5Verify in source →
16 JULTHE COMPOUND AND FRIENDS · 10:15
Large banks thrive in classic bull market
“Large investment and commercial banks are experiencing record-breaking performance driven by a broad-based, equity-fueled bull market.”
Core thesis · 5/5Verify in source →
16 JULWSJ WHAT'S NEWS · 04:15
Market volatility drives record Wall Street trading revenues
“The bull case argued for major investment banks is that heightened market volatility and shifting macroeconomic expectations are driving record trading volumes and margin lending, positioning them for their best trading year ever.”
In depth · 4/5Verify in source →
4 JULA16Z PODCAST · 07:50
Off-balance-sheet shift drives higher bank multiples
“The speaker argued that shifting risk-taking from a bank's own balance sheet to off-balance-sheet investment vehicles reduces earnings volatility, resulting in a higher price-to-earnings multiple and return on equity.”
In depth · 4/5Verify in source →
4 JULTHE COMPOUND AND FRIENDS · 03:00
Goldman Sachs as capital markets mood ring
“Goldman Sachs was framed as the ultimate gauge for capital markets, where a breakout above key resistance would signal a continued multi-month bull market.”
In depth · 4/5Verify in source →
4 JULUNCHAINED · 08:45
On-chain pre-IPO markets challenge investment banks
“The discussion suggested that on-chain pre-IPO perpetual markets provide superior price discovery compared to traditional investment bank book-building, threatening a key revenue source for major banks.”
Substantive discussion · 3/5Verify in source →
4 JULTHE JULIA LA ROCHE SHOW · 02:15
Private credit defaults threaten bank balance sheets
“The speaker argued that rising US private credit defaults, which hit a record 6% in April, pose a structural threat to major banks that have heavily lent to non-bank financial institutions on a non-recourse basis.”
In depth · 4/5Verify in source →
4 JULODD LOTS · 08:10
Earnings growth drives Goldman Sachs re-rating
“Goldman Sachs is positioned for continued long-term earnings growth and multiple expansion by leveraging proprietary clean data sets for AI-driven operational efficiency and expanding its wealth management footprint.”
In depth · 4/5Verify in source →
4 JULODD LOTS · 05:30
Abundant private capital delays public listings
“The guest argued that the abundance of private capital has structurally shifted the market, allowing companies to delay IPOs until their capital needs are too massive for private markets.”
Explored in depth · 4/5Verify in source →
4 JULODD LOTS · 11:15
Big Tech shifts to equity for AI
“Large technology companies with massive multi-year AI capital plans are expected to increasingly issue equity alongside debt to manage leverage and take advantage of high market valuations.”
In depth · 4/5Verify in source →
4 JULODD LOTS · 03:15
Fossil fuels remain key to energy transition
“The guest reiterated his thesis that traditional oil and gas will remain a significant and necessary part of the global energy supply chain for decades.”
Notable comment · 2/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 03:00
Latency demands sustain hardware infrastructure growth
“The guest argued that hardware remains the most efficient way to manage low-latency, high-throughput data, preventing highly latency-sensitive industries from moving entirely to the cloud.”
In depth · 4/5Verify in source →
4 JULFINTECH INSIDER PODCAST BY 11:FS · 04:40
Stripe emerges as global bank infrastructure layer
“The speakers argued that traditional banks are increasingly outsourcing specialized payment technology to fintechs like Stripe rather than building it in-house, positioning Stripe as an essential global orchestration platform.”
In depth · 4/5Verify in source →
4 JULCNBC FAST MONEY · 06:15
AI infrastructure favored over heavy spenders
“Courtney Garcia argued that investors should focus on the picks and shovels of AI infrastructure—such as energy and commodity companies building out data centers—rather than the tech companies heavily spending on CapEx.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION