Best CIO Exchange Podcasts (2025)

1
Mid-year outlook: diversify and hedge 24:23

Play Pause

2d ago24:23

24:23

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving markets now, and discuss the investment strategies that could work in th…

1
Gold for the 21st Century Episode 12 | Dan McElduff, Siddiq Farid, David Gornall, and Steve Lowe from Abaxx Exchange and Abaxx Spot 36:53

5d ago36:53

36:53

We close out Gold for the 21st Century this week with a special roundtable episode with Dan McElduff (President, Abaxx Exchange), Siddiq Farid (Managing Director, Abaxx Spot), and David Gornall and Steve Lowe (Strategic Advisors for Precious Metals, Abaxx). David Greely sits down with them to discuss their experience and insights at the 2025 Asia P…

1
Is a US fiscal crisis ahead? 20:16

7d ago20:16

20:16

Concerns about the fiscal trajectory of the US are nothing new. But is this time different? And what could a fiscal crisis look like? Economist Kenneth Rogoff and historian Niall Ferguson discuss with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on May 30, June 5, and June 17, 2025. Learn more about…

1
Duolingo's Winning Data Strategy with Bilal Zia, Head of Data Science and Analytics 31:05

8d ago31:05

31:05

Most people know Duolingo as the fun language app with the green owl, but behind the scenes, it’s a data science team using AI and analytics to transform how we learn. In this episode, Jess Carter sits down with Bilal Zia, head of data science and analytics at Duolingo, to discuss what it takes to lead with data within one of the world’s most popul…

1
John Marshall, Head of Derivatives Research, Goldman Sachs 1:00:46

9d ago1:00:46

1:00:46

It was a pleasure to welcome John Marshall, Head of Derivatives Research at Goldman Sachs, to the Alpha Exchange. Our conversation explores a number of critical topics starting with the meaningful growth of equity funds deploying options as part of a risk management overlay. John describes how covered call ETFs and systematic vol-selling funds have…

1
Gold for the 21st Century Episode 11 | Thomas McMahon, Co-Founder, Abaxx Technologies 40:49

12d ago40:49

40:49

We continue Gold for the 21st Century this week with Thomas McMahon, Co-Founder of Abaxx Technologies. David Greely sits down with Thomas to discuss how the role that gold may play in our financial system in the near future is not that different from the one gold and silver played in the not-so-distant past. They also explore precious metals' marke…

1
Sayings on Vol and Risk...A Fresh 10 21:05

12d ago21:05

21:05

Greetings and salutations loyal listeners, welcome to what promises to be another exciting addition to our Sayings on Vol and Risk. To set the table, last year, I did a 5-part series with 25 Sayings. These are concise statements I’ve wound up using many times over during the course of my career to help myself and others think about market risk. The…

1
Dan Villalon, Global Co-Head of Portfolio Solutions, AQR Capital Management 1:05:06

14d ago1:05:06

1:05:06

Today’s world of ETFs and mutual funds increasingly features new flavors, a popular one of which is derived from embedding optionality. There are plenty of ways in which one might contemplate risk managing and shaping the distribution of equity returns using options. Common strategies like overwriting create income, but limit upside. Others like th…

1
How to win: Steve Cohen on markets and the Mets 22:20

14d ago22:20

22:20

What are the keys to Steve Cohen’s incredible success as a trader and hedge fund manager – and how is he bringing those lessons to the baseball diamond? Steve Cohen, the founder, CEO and president of Point72, and the majority owner of the New York Mets, discusses with Tony Pasquariello in this conversation recorded live at the Goldman Sachs Apex Sy…

1
A German economic revival? 18:44

16d ago18:44

18:44

Germany’s new government is pursuing a broad range of measures to bolster economic growth. At the same time, US tariffs could have a significant impact on the export-heavy German economy. How are Germany’s business leaders navigating this volatile environment? Wolfgang Fink, CEO of Goldman Sachs Bank Europe SE & Head of Goldman Sachs in Germany and…

1
Gold for the 21st Century Episode 10 | Greg Sharenow, Managing Director & Portfolio Manager for Commodities and Real Assets, PIMCO 37:41

20d ago37:41

37:41

This week on Gold for the 21st Century, we welcome Greg Sharenow back into the SmarterMarkets™ studio. Greg is Managing Director & Portfolio Manager for Commodities and Real Assets at PIMCO. David Greely sits down with Greg to discuss how policy uncertainty and inflation are shaping the investing landscape and the role that commodities and real ass…

1
Mitchell Garfin, Co-Head of Leveraged Finance, BlackRock 54:10

21d ago54:10

54:10

With nearly three decades at BlackRock, Mitch Garfin brings a deep well of experience to his role as Co-head of Leveraged Finance, overseeing high yield and leveraged loan strategies for the firm. In this episode, we explore the evolution of the credit landscape — from structural shifts in the high-yield market that leave indices of higher credit q…

1
How Goldman Sachs’ John Waldron is navigating “a more uncertain time” 24:50

21d ago24:50

24:50

In a difficult environment for corporate decision makers, how is Goldman Sachs advising clients and managing risk? John Waldron, President and Chief Operating Officer, sits down with Allison Nathan to discuss. This episode was recorded on June 2, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Sayings on Vol and Risk...A Fresh Five 19:10

22d ago19:10

19:10

In 2024, I did a 5-part podcast series called “25 Sayings on Vol and Risk”. These are observations I’ve found do a nice job of describing how markets work, or perhaps better said, how markets sometimes fail to work. Because markets are always teaching us lessons, I couldn’t help but add to the original 25 with five new sayings. I’ll follow up in sh…

1
Southwest Airlines on Making AI Work Across the Enterprise 29:02

22d ago29:02

29:02

AI can feel abstract until it’s tied to something real. At Southwest Airlines, it’s used to improve flight operations, support frontline staff, and help leaders make faster decisions. In this episode, Jess Carter chats with Justin Bundick, managing director of artificial intelligence at Southwest Airlines. He shares how the airline built an AI stra…

1
Will legal challenges end the trade war? 16:15

23d ago16:15

16:15

A US trade court ruling has put the legal fate of President Trump’s tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 202…

1
Gold for the 21st Century Episode 9 | Sakhila Mirza, President, Responsible Gold 32:32

27d ago32:32

32:32

We continue Gold for the 21st Century this week with Sakhila Mirza, President of Responsible Gold. David Greely sits down with Sakhila to discuss the role of standards, data, and technology in building an ecosystem of trust for responsible and sustainable gold.By Abaxx Technologies Inc.

1
How AI, tariffs, and the energy transition are reshaping infrastructure investing 24:09

1M ago24:09

24:09

AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more abou…

1
Special Episode | A SmarterMarkets Remix: Ideas Worth Repeating 1:00:36

1M ago1:00:36

1:00:36

It’s a holiday weekend in the United States, and we thought it would be a good time to revisit some of the big ideas that our guests shared with us over the past year. Meeting the new commercial realities created by the globalization of the natural gas market, the energy transition to a lower carbon economy, and the rise of artificial intelligence …

1
A world of opportunity: Rob Citrone’s best ideas 22:23

1M ago22:23

22:23

Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs’ Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Building Trust with Data: Inside Indiana DWD’s Governance Journey 29:13

1M ago29:13

29:13

Data governance depends on data management and vice versa. You need both working together to make data reliable, usable, and secure. In this episode, Jess Carter talks with Diana Barrett and Stephanie Semaan from the Indiana Department of Workforce Development (DWD). With data management already in place, they recognized the need for data governanc…

1
Benjamin Bowler, Managing Director and Global Head of Equity Derivatives Research at Bank of America 53:59

1M ago53:59

53:59

As Global Head of Equity Derivatives Research at Bank of America Merrill Lynch, Ben Bowler is helping the firm’s institutional client base understand the complex risk dynamics that impose themselves on today’s markets. His process often leads him across asset classes, looking for linkages and developing stress indices that may provide early warning…

1
Is Fed independence at risk? 24:52

1M ago24:52

24:52

In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution’s John Cochrane discuss whether the Fed’s independence is in jeopardy. This episode explores the latest Top of Mind report. This episode was recorded on April 30, May 6, and May 19, 2025. Learn more about your ad choices. Visit megapho…

1
Gold for the 21st Century Episode 8 | Steve Lowe, Former Managing Director, Co-Head of Global Base and Precious Metals, Scotiabank 45:48

1M ago45:48

45:48

On this week’s installment of Gold for the 21st Century, we welcome Steve Lowe into the SmarterMarkets™ studio. Steve is Former Managing Director, Co-Head of Global Base and Precious Metals at Scotiabank. David Greely sits down with Steve to talk about his experience and insights into the gold markets from his time leading the iconic Scotia metals …

1
Equity risks and alts opportunities 19:11

1M ago19:11

19:11

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks…

1
AI in post-acute care: Insights from Scott Hampel, President of Medalogix 21:57

1M ago21:57

21:57

In the latest episode of the Post-Acute POV podcast, our host Shane Curtis, Head of Revenue and Customer Success for Home Health and Hospice, is joined by Scott Hampel, President of Medalogix, to explore the integration between MatrixCare and Medalogix for the Pulse platform—a clinical decision support tool for home health and hospice agencies. The…

1
Gold for the 21st Century Episode 7 | Michael DiRienzo, President & CEO, The Silver Institute 32:11

2M ago32:11

32:11

This week on Gold for the 21st Century, we welcome Michael DiRienzo, President & CEO at The Silver Institute, into the SmarterMarkets™ studio. David Greely sits down with Michael to discuss the outlook for silver, its role in the energy transition, and the role it can and should play in investor portfolios and our financial system in the 21st centu…

1
From CIO to CEO: TCW’s Katie Koch on running a $200B asset manager 41:10

2M ago41:10

41:10

Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
AI Exchanges: How tech giants are navigating the AI landscape 23:07

2M ago23:07

23:07

US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist…

1
Where Creativity Meets Data: Inside Asana’s Marketing Strategy with CMO Shannon Duffy 27:27

2M ago27:27

27:27

Marketing is often misunderstood, seen as either all creativity or all data. In truth, it’s both. Great marketing lives at the intersection of bold ideas and sharp analytics, and few leaders navigate that space better than Shannon Duffy, chief marketing officer at Asana. In this episode, Shannon joins Jess Carter to share how she drives marketing t…

1
Coordinating the ecosystem: Navigating the post-acute patient journey 37:29

2M ago37:29

37:29

In the latest episode of the Post-Acute POV podcast, host Jim Berklan, Executive Editor of McKnight’s Long-Term Care News, introduces a dynamic panel discussion led by Chris Pugliese, Head of Interoperability at ResMed. Joining the conversation are Chris Lukezic, RN, Director of Clinical Informatics at Saber Healthcare Group, along with Tanna Wrigh…

1
Gold for the 21st Century Episode 6 | Josh Crumb, Founder & CEO, Abaxx Technologies 42:28

2M ago42:28

42:28

We continue Gold for the 21st Century this week with Josh Crumb, Founder & CEO of Abaxx Technologies. SmarterMarkets™ host David Greely sits down with Josh to discuss how gold has shaped Josh’s vision and mission to build smarter markets throughout his career. They also talk about how the gold market is where the many dimensions of Abaxx come toget…

1
Stagflation and the Fed's next move 13:42

2M ago13:42

13:42

As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and stickier prices. Learn more about your ad choices. Visit megaphone.fm/adchoi…

1
Corey Hoffstein, CIO, Newfound Research 1:00:07

2M ago1:00:07

1:00:07

Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to re…

1
How AI and geopolitics are reshaping cybersecurity 13:59

2M ago13:59

13:59

The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Goldman Sachs’ investment banking business, explains the drivers behind activity and the innovation in the sector. Learn more about your ad choices. Visi…

1
The VIXgilantes Strike Back 31:56

2M ago31:56

31:56

In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …

1
Gold for the 21st Century Episode 5 | Gregor Gregersen, Founder, Silver Bullion Group 54:30

2M ago54:30

54:30

This week on Gold for the 21st Century, we welcome Gregor Gregerson, Founder of Silver Bullion Group, into the SmarterMarkets™ studio. David Greely sits down with Gregor to discuss the role of gold and precious metals in protecting wealth, the physical infrastructure and technology required, and why creating and maintaining trust remains the founda…

1
Matt King, Founder, Satori Insights 56:09

2M ago56:09

56:09

For Matt King, evaluating market risk is often about pinpointing vulnerabilities within the financial system. Over the many years he's been advising institutional investors, he's gone where the action is - in the dotcom era it was corporate balance sheets, in the pre-GFC period it was asset-backed CP and in the last decade it's been sovereigns and …

1
How insurers are navigating volatile markets 19:07

2M ago19:07

19:07

As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs’ Mike Siegel and Matt Armas, who share findings from their 14th annual Global Insurance Survey, discuss how insurers are adapting to economic challenges and opportunities…

1
Will tariffs lead to a recession? 25:40

2M ago25:40

25:40

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman Sachs Research’s Jan Hatzius, and American Compass’ Oren Cass speak wi…

1
Steve Englander, Head of G10 FX and North America Macro Strategy, Standard Chartered 52:26

2M ago52:26

52:26

Market risk events come in all shapes and sizes, originating from unique sources of uncertainty. We've seen them all - valuation bubble unwinds, mortgage credit crashes, Fed policy shocks, even the shutdown of the US economy from Covid. Over the last month, investors have been forced to confront a new risk, that of the imposition of substantial tar…

1
How NASWA’s Open Initiative is Bringing a Modern Solution to a Legacy Problem 30:23

2M ago30:23

30:23

Unemployment insurance has supported Americans through economic hardship for nearly a century. But its long history brings complex challenges: rigid systems, layered policies, and outdated tech that’s difficult to change. In this episode of Data Driven Leadership, Jess Carter talks with Allison Johnson, director of Open UI at the National Associati…

1
Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment 37:59

2M ago37:59

37:59

On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic focus on diversification, and where he sees the next big investment opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Gold for the 21st Century Episode 4 | Don Casturo, Founding Partner & CIO, Quantix Commodities 26:19

2M ago26:19

26:19

We continue Gold for the 21st Century this week with Don Casturo, Founding Partner and Chief Investment Officer at Quantix Commodities. David Greely sits down with Don to discuss the role of gold in protecting investors' portfolios, the drivers of recent gold market performance, and how de-dollarization is changing the way gold trades relative to o…

1
The case for private credit 19:30

2M ago19:30

19:30

How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs’ James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the ris…

1
Special Episode | Scenes from the FT Commodities Global Summit 2025 35:42

3M ago35:42

35:42

We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from the FT Commodities Global Summit 2025. SmarterMarkets™ returned to the annual Financial Times Commodities Global Summit in Lausanne, Switzerland this March, where commodity traders get together to talk about the markets and how they’re navigating them. In retros…

1
The recession question 33:44

3M ago33:44

33:44

Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Recession watch: How to hedge now 11:46

3M ago11:46

11:46

Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research’s Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges. This episode was recorded on April 8, 2025. Learn more about your a…

1
When Everything’s Connected: The Role of Data in Public Health 32:54

3M ago32:54

32:54

A spike in food prices. A livestock disease outbreak. An overwhelmed hospital. These might seem unrelated—until you follow the data. In this episode of Data Driven Leadership, Jess Carter talks with Dr. Heidi Steinecker, senior director of health and human services at Resultant. They discuss how data brings clarity to the hidden links between the e…

1
The Vol Shock Heard 'Round the World 24:09

3M ago24:09

24:09

Lenin purportedly said, “There are decades where nothing happens; and there are weeks where decades happen.” It’s difficult to understate how highly consequential these past few days have been. We live in an interconnected world of international rivalries, debt, trade, asset prices and economies. All kinds of tail probabilities become more live whe…