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Mitt Romney, US Senator from Utah
Goldman Sachs   2019-10-17 に公開
  In this episode of Talks at GS, US Senator Mitt Romney discusses his perspectives on the current political landscape both at home and around the world and his views on American foreign policy during a time of rising geopolitical tensions. Learn More https://www.goldmansachs.com/insights/talks-at-gs/mitt-romney.html
Growth and Geopolitical Risk
Goldman Sachs   2019-10-16 に公開
  “Top of Mind at Goldman Sachs” Podcast – The market has once again been gripped by recession fears at the same time that geopolitical and policy risk is flaring up. Some of these risks—like the US-China trade war—are feeding recessionary fears, while others—like the attack on Saudi oil facilities that led to the largest ever daily disruption in oil supplies—have gone almost unnoticed. And this is despite the fact that oil shocks were one of the most common causes of recession historically. Whether this complacency is warranted, and the vulnerability of the economy and markets to this and other geopolitical shocks, is Top of Mind. In this episode of the Top of Mind at Goldman Sachs podcast, Goldman Sachs’ Head of Energy Research Damien Courvalin explains why the oil market is much better positioned to deal with supply outages today, and thus is a less likely recession trigger than in the past. But the Council on Foreign Relations’ President, Richard Haass, and Columbia Professor Richard Nephew explain why instability looks set to rise in the Middle East and beyond. Learn More https://www.goldmansachs.com/insights/pages/growth-and-geopolitical-risk.html
James Grant, Founder of "Grant’s Interest Rate Observer"
Goldman Sachs   2019-10-16 に公開
  In this episode of Talks at GS, James Grant discusses his perspectives on the forces shaping financial markets, and why the insights of Walter Bagehot, the Victorian-era banker, journalist, and editor of "The Economist" remain deeply relevant in today’s economy. Learn More https://www.goldmansachs.com/insights/talks-at-gs/james-grant.html
Kewsong Lee, Co-CEO of The Carlyle Group
Goldman Sachs   2019-10-16 に公開
  In this episode of Talks at GS, Kewsong Lee discusses taking the helm at The Carlyle Group, his vision for the future of the business and the challenges and opportunities of investing in a shifting macroeconomic landscape. Learn More https://www.goldmansachs.com/insights/talks-at-gs/kewsong-lee.html
Richard A. Clarke, National Security Expert and Author
Goldman Sachs   2019-10-16 に公開
  In this episode of Talks at GS, National security expert and author Richard A. Clarke discusses the pivotal role of cyber security at the intersection of America’s economic, foreign policy and national security interests. Learn More https://www.goldmansachs.com/insights/talks-at-gs/richard-a-clarke.html
The Plastics Paradox
Goldman Sachs   2019-10-15 に公開
  Plastic is one of the most commonly used materials in the world, but with only 12% of all plastic waste recycled, efforts to limit its environmental impact and find alternatives have increased. “Plastics are extremely durable and versatile…however, one of plastic’s greatest strengths has become its greatest weakness—it is not degradable,” explains Nikhil Bhandari of Goldman Sachs Research. “This is what we call the plastics paradox.” Already, some countries and regions have started to restrict single-use plastics like shopping bags and drinking straws, while major plastic consumers such as the beverage industry are exploring alternative packaging made from degradable materials like corn. As consumer perception continues to shift and we see higher recycling rates and government regulation, Goldman Sachs Research believes plastic demand growth could slow by 0.6% a year over the next decade. Learn More https://www.goldmansachs.com/insights/pages/the-plastics-paradox.html