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Exchanges

In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

591 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

Mar 25, 2025•—

AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

Apr 1, 2025•—

Bain Capital’s David Gross on global opportunities and private equity’s evolution

Apr 9, 2025•—

Recession watch: How to hedge now

Apr 11, 2025•—

The recession question

Apr 15, 2025•—

The case for private credit

Apr 21, 2025•—

Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

Apr 23, 2025•—

Will tariffs lead to a recession?

Apr 25, 2025•—

How insurers are navigating volatile markets

Apr 29, 2025•—

How AI and geopolitics are reshaping cybersecurity

May 2, 2025•—

Stagflation and the Fed's next move

May 7, 2025•—

AI Exchanges: How tech giants are navigating the AI landscape

May 9, 2025•—

From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager

May 13, 2025•—

Equity risks and alts opportunities

May 20, 2025•—

Is Fed independence at risk?

May 22, 2025•—

A world of opportunity: Rob Citrone’s best ideas

May 27, 2025•—

How AI, tariffs, and the energy transition are reshaping infrastructure investing

Jun 3, 2025•—

Will legal challenges end the trade war?

Jun 5, 2025•—

How Goldman Sachs’ John Waldron is navigating “a more uncertain time”

Jun 10, 2025•—

A German economic revival?

Jun 12, 2025•—

How to win: Steve Cohen on markets and the Mets

Jun 18, 2025•—

Is a US fiscal crisis ahead?

Jun 23, 2025•—

Mid-year outlook: diversify and hedge

Jul 1, 2025•—

Commodities Outlook: What’s Driving Oil, Gold, and Base Metals

Jul 8, 2025•—

The Surprising Implications of an Aging Population

Jul 16, 2025•—

AI Exchanges: Where Will the Power Come From?

Jul 22, 2025•—

Are Investors Complacent?

Jul 29, 2025•—

Revenge of the Meme Stocks

Aug 5, 2025•—

AI Exchanges: AI’s Impact on Employment

Aug 7, 2025•—

Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies

Aug 12, 2025•—

Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing

Aug 19, 2025•—

Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets

Sep 2, 2025•—

After a Summer of Stablecoins, What’s Next?

Sep 9, 2025•—

The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform

Sep 18, 2025•—

The Healthcare Outlook: Macro Challenges and Biotech Innovations

Sep 25, 2025•—

How Reliable is Economic Data?

Sep 30, 2025•—

AI Exchanges: The Role of Data

Oct 8, 2025•—

The Shutdown’s Economic Impact

Oct 14, 2025•—

The Rise of Secondaries: Unlocking Liquidity in Private Markets

Oct 17, 2025•—

‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter

Oct 22, 2025•—

Making Sense of Weak Job Growth Alongside Solid GDP Growth

Oct 24, 2025•—

‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha

Oct 28, 2025•—

Gold, Oil, and Rare Earths: Commodities on the Move

Oct 31, 2025•—

Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff

Nov 5, 2025•—

China's Economy: Reasons for Optimism

Nov 11, 2025•—

Are AI Bubble Concerns Warranted or Overblown?

Nov 18, 2025•—

The Fed's Tightrope: Inflation, Labor, and the Path Ahead

Nov 24, 2025•—

What’s Driving the Surge in Deal-Making?

Dec 4, 2025•—

From Assets to Alpha: David Kostin on US Equities

Dec 10, 2025•—

The US-China Tech Race

Dec 18, 2025•—

Exchanges

Episode Playlist

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