Exchanges
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
Latest Episode
From Assets to Alpha: David Kostin on US Equities (04.12.2025)
Previous Episodes
- What’s Driving the Surge in Deal-Making?
- The Fed's Tightrope: Inflation, Labor, and the Path Ahead
- Are AI Bubble Concerns Warranted or Overblown?
- China's Economy: Reasons for Optimism
- Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff
- Gold, Oil, and Rare Earths: Commodities on the Move
- ‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha
- Making Sense of Weak Job Growth Alongside Solid GDP Growth
- ‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter
- The Rise of Secondaries: Unlocking Liquidity in Private Markets
- The Shutdown’s Economic Impact
- AI Exchanges: The Role of Data
- How Reliable is Economic Data?
- The Healthcare Outlook: Macro Challenges and Biotech Innovations
- The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform
- After a Summer of Stablecoins, What’s Next?
- Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
- Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
- Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
- AI Exchanges: AI’s Impact on Employment
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