Searching for Signals: BlackRock’s Savi on the Future of Systematic Investing
BlackRock’s Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market.
This episode was recorded on July 29, 2025.
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39:06
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39:06
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser discusses his approach to investing with Goldman Sachs’ Ken Hirsch.
This episode was recorded on July 7, 2025.
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51:00
AI Exchanges: AI’s Impact on Employment
One of the biggest questions about the rise of AI is how it will impact jobs. Goldman Sachs Research’s Joseph Briggs joins GS Exchanges’ co-hosts Allison Nathan and George Lee to discuss the potential for labor displacement as adoption increases, as well as the industries and roles that could be most affected.
This episode was recorded on July 31, 2025.
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Revenge of the Meme Stocks
Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market.
This episode was recorded on July 24, 2025.
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13:19
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Are Investors Complacent?
Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025.
This episode was recorded on July 17, 2025.
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