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Exchanges — 645 episodes · page 2 of 7
The case for private credit
The recession question
Recession watch: How to hedge now
Bain Capital’s David Gross on global opportunities and private equity’s evolution
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class
Are credit investors nervous about recession risk?
How tariffs will impact the US economy
Trump’s tariffs: Big talk or big action?
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund
Macro questions and market strength
Tariffs: What’s ahead and why it matters
AI Exchanges: Will falling costs drive new opportunities?
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit
Navigating the volatility in global bond markets
Keep on truckin’: Will the US continue to outperform other markets?
Navigating 2025: Why investors need to diversify and hedge their portfolios
A perfect setup for the financial sector?
The outlook for global deal-making
Will China’s policy stimulus be enough?
Investing in Sports: Women’s Sports and the Future
What investors expect from Trump
Investing in Sports: Building A Better Fan Experience
Should investors worry about market concentration?
How AI could impact geopolitics
Investing in Sports: A New Media Model
2025 outlook: Will tailwinds trump tariffs?
Investing in Sports: The Next Trillion Dollar Market?
What Trump’s policies could mean for the Fed
What Trump’s win means for markets and portfolios
How Clearlake Capital’s José E. Feliciano is finding value across private markets
What will the US presidential election mean for the economy?
Battery Ventures’ Chelsea Stoner on the power of being ‘stage agnostic’ in tech investing
More gains ahead for US stocks?
How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour
Why oil and gold prices could keep rising
The missing link to retirement security
Falling rates: A salve for real estate?
How Sequoia Capital’s Roelof Botha is forging the future
Why China’s economy is struggling
Private equity investing with Blackstone’s Joe Baratta
Will Fed policy trigger a US recession?
Will Fed policy trigger a US recession?
Women in the workforce: Analyzing the gains and gaps
How a popular trade collapsed — and why it matters
Why recession fears are likely overblown
TPG CEO Jon Winkelried on the evolution of private equity and alternative markets
Can the US consumer stay strong?
Private credit investing with Ares Management’s Mike Arougheti
A skeptical look at AI investment
Oil’s extended reign? Adapting to a new era in oil markets
Taking stock: Can the US rally continue?
Large-cap investing with Jennison Associates’ Kathleen McCarragher
Why the French and UK elections matter for investors
2024 midyear outlook: building portfolios for a more volatile macroeconomic backdrop
Power surge: AI, renewable energy, and the future of electricity
Central bank divergence: Why it's happening and why it matters
Can private equity bounce back?
Is China’s rebound for real?
How AI, the energy transition, and the future of work are shaping impact investing
Is the UK economy finally turning the corner?
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Weighing the GLP-1 Market
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Global insurers turn to private credit — and AI
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Are the largest US stocks too dominant?
Global transit & trade: in rough waters
High mortgage rates, limited inventory continue to challenge the US housing market
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
Shifting supply and demand dynamics buffer oil market
2024: the year of elections
Investing in a post-modern ‘super cycle’
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
The Future of Four Wheels: Episode 3, The New New-Car Business
The Future of Four Wheels: Episode 2, Building the Car of the Future
The Future of Four Wheels: Episode 1, The Twin Revolution
Goldman Sachs Chairman and CEO David Solomon on the global economy, the deal-making environment, and the firm’s strategic priorities
America Powers On: Why US equities are still poised to outperform in 2024
US presidential elections outlook: Implications for policy and markets
KKR’s Henry Kravis on private equity, culture, and global markets
Uncharted territory: Navigating a ‘geopolitical recession’
Asset allocation outlook: The case for greater portfolio diversification in 2024
Focus on financials: Why banks and asset managers are constructive about the economy in 2024
Middle East risks
M&A in 2024: Navigating opportunities and challenges
Blackstone’s Kathleen McCarthy on the forces shaping the real estate industry
What China’s struggling property sector means for the global economy and markets
What’s the outlook for deal-making, corporate and investor sentiment, and markets?
Why the global economy and markets can continue to outperform in 2024
BlackRock’s Tony Kim on the ‘dawn of a new intelligence era’
The $100 billion opportunity: How anti-obesity drugs are reshaping healthcare and consumer behavior
Impactive Capital’s private equity approach to ESG-oriented activism
Is US outperformance at a turning point?
Unlocking the AI M&A Supercycle
Commercial real estate risks
Implications of a higher-for-longer rate regime
General Catalyst CEO Hemant Taneja on mission-driven investing, health assurance, and AI’s transformation advantage