Best Eric Deeter Podcasts (2025)

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Looking for Trends: One River Asset Management’s Eric Peters 32:16

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3d ago32:16

32:16

Eric Peters, who leads both One River Asset Management and Coinbase Asset Management, shares his views on risk management, trend following, and the future of finance. This episode was recorded on December 17, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily re…

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‘Who’s the Next Winner?’: Diameter Capital’s Scott Goodwin 33:14

6d ago33:14

33:14

Diameter Capital’s Scott Goodwin, co-founder and managing partner, talks about his career, his investment philosophy, and how he’s navigating opportunities across the credit spectrum. This episode was recorded on December 8, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may no…

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The US-China Tech Race 27:29

15d ago27:29

27:29

Is the US or China winning the tech race, and what factors will determine the outcome? Mark Kennedy, founding director of the Wahba Initiative for Strategic Competition, and Paul Triolo, partner at DGA-Albright Stonebridge Group, discuss with Allison Nathan on the latest episode of Goldman Sachs Exchanges. This episode was recorded on November 10, …

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From Assets to Alpha: David Kostin on US Equities 27:26

21d ago27:26

27:26

Goldman Sachs Research’s David Kostin discusses the recent equity market volatility, the AI trade, and the opportunities for investors today. Kostin, who is retiring as chief US equity strategist at the end of 2025, also reflects on his 31-year career at Goldman Sachs. This episode was recorded on December 2, 2025. The opinions and views expressed …

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What’s Driving the Surge in Deal-Making? 16:36

1M ago16:36

16:36

Despite a year marked by geopolitical uncertainty, higher tariffs, and slowing growth, deal-making activity is surging in 2025. So can this current wave of M&A activity continue? Goldman Sachs’ Stephan Feldgoise, head of the Global Mergers & Acquisition business in Global Banking & Markets, discusses the outlook with Allison Nathan. This episode wa…

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The Fed's Tightrope: Inflation, Labor, and the Path Ahead 19:54

1M ago19:54

19:54

With inflation above target and the labor market weakening, is the Fed poised to cut rates again? Rob Kaplan, Vice Chairman ofGoldman Sachs, discusses the uncertain outlook with Allison Nathan. This episode was recorded on November 12, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice,…

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Are AI Bubble Concerns Warranted or Overblown? 14:16

2M ago14:16

14:16

AI bubble concerns are back amid a rise in AI-exposed companies’ valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research’s Eric Sheridan and Kash Rangandiscuss whether bubble concerns are warranted or overblown. Date of recordings: September 26 and October 30, 2025 The opinions and views expr…

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China's Economy: Reasons for Optimism 18:27

2M ago18:27

18:27

As the US and China navigate trade tensions, what's the outlook for China's economic growth? Hui Shan, chief China economist in Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on November 3rd, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may n…

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Macro Challenges and Credit Opportunities: Davidson Kempner’s Tony Yoseloff 39:13

2M ago39:13

39:13

Davidson Kempner’s Tony Yoseloff, managing partner and chief investment officer, discusses the current market moment, the keys to investing across different market cycles, and where he sees opportunities in the alternative investing landscape. This episode was recorded on October 20, 2025. The opinions and views expressed herein are as of the date …

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Gold, Oil, and Rare Earths: Commodities on the Move 12:58

2M ago12:58

12:58

With gold, oil, and rare earth minerals making headlines this year, Goldman Sachs Research’s Daan Struyven shares his views on what’s ahead for these markets and how commodities can fit into portfolios today. This episode was recorded on October 27, 2025. The opinions and views expressed herein are as of the date of publication, subject to change w…

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‘Culture is Everything’: Sixth Street’s Alan Waxman on Flexibility and Alpha 33:27

2M ago33:27

33:27

What's driving opportunities in alternative assets, and how are investors adapting to an accelerating pace of change? Sixth Street Co-Founder, CEO, and Co-CIO Alan Waxman discusses his career and the importance of flexibility in finding alpha on the latest edition of Goldman Sachs Exchanges: Great Investors. This episode was recorded on September 3…

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Making Sense of Weak Job Growth Alongside Solid GDP Growth 19:13

2M ago19:13

19:13

Goldman Sachs Research’s Chief US economist David Mericle explains the factors driving the economy and the divergence between solid GDP growth and a slowing labor market. This episode was recorded on October 20, 2025.The opinions and views expressed herein are as of the date of publication, subject to change without notice and may not necessarily r…

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‘The Technology Opportunity of Our Lifetimes’: Bessemer's Byron Deeter 31:42

2M ago31:42

31:42

In the latest episode of Goldman Sachs Exchanges: Great Investors, Byron Deeter, a partner at Bessemer Venture Partners, discusses the venture capital landscape and the most promising developments in artificial intelligence and the software industry with Goldman Sachs’ Ken Hirsch. This episode was recorded on September 23, 2025. The opinions and vi…

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The Rise of Secondaries: Unlocking Liquidity in Private Markets 18:07

2M ago18:07

18:07

Once a niche segment, the private equity secondaries markethas seen substantial growth and is reshaping the broader alternative asset landscape. In this episode, Goldman Sachs’ Harold Hope and Alex Blostein discuss the evolution of the private equity secondaries market. This episode was recorded on September 29, 2025. The opinions and views express…

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The Shutdown’s Economic Impact 19:17

3M ago19:17

19:17

How long could the US government shutdown last — and what will that ultimately mean for the US economy? Goldman Sachs Research’s Alec Phillips, chief US political economist, explores the potential impact on economies and markets. This episode was recorded on October 7, 2025. The opinions and views expressed herein are as of the date of publication,…

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AI Exchanges: The Role of Data 17:27

3M ago17:27

17:27

Goldman Sachs’ Neema Raphael, the firm’s chief data officer and head of data engineering, discusses the role of data in enabling or possibly stalling AI’s progress with George Lee, co-head of the Goldman Sachs Global Institute, and Allison Nathan, senior strategist in Goldman Sachs Research. This episode was recorded on September 25, 2025. The opin…

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How Reliable is Economic Data? 26:19

3M ago26:19

26:19

Are concerns about the quality and reliability of economic data — as well as its vulnerabilities to political influences — warranted? Former BLS Commissioner Erica Groshen, who served from 2013 to 2017, Laffer Associates’ Arthur Laffer, Harvard Business School’s Alberto Cavallo, and Goldman Sachs’ Joseph Briggs discuss data quality, political influ…

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The Healthcare Outlook: Macro Challenges and Biotech Innovations 28:18

3M ago28:18

28:18

While the healthcare sector has lagged behind the broader markets, there are pockets of innovation. Asad Haider, head of the US Healthcare Business Unit in Goldman Sachs Research, and Amit Sinha, head of Life Sciences Investing in Goldman Sachs Asset Management, discuss their outlook for the industry. This episode was recorded on September 8 and 15…

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The Growth Playbook: Goldman Sachs’ Darren Cohen on Building a Growth Investing Platform 23:39

4M ago23:39

23:39

Goldman Sachs’ Darren Cohen, co-head and chief investment officer of Growth Equity within Goldman Sachs Asset Management, discusses his career trajectory and investment philosophy, and where he sees opportunity today. This episode was recorded on August 11, 2025. The opinions and views expressed herein are as of the date of publication, subject to …

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After a Summer of Stablecoins, What’s Next? 23:13

4M ago23:13

23:13

In this episode, Former Acting Comptroller of the Currency Brian Brooks and UC Berkeley’s Barry Eichengreen discuss the outlook for stablecoins — digital currencies pegged to the value of traditional fiat currencies like the US dollar. Moderated by Goldman Sachs Research’s Allison Nathan, the discussion covers the potential implications of a growin…

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Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets 45:30

4M ago45:30

45:30

In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This episode was recorded on July 16, 2025. Learn more about your ad choic…

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Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing 39:06

5M ago39:06

39:06

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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies 51:00

5M ago51:00

51:00

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 …

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AI Exchanges: AI’s Impact on Employment 23:37

5M ago23:37

23:37

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, …

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Revenge of the Meme Stocks 13:19

5M ago13:19

13:19

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. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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Are Investors Complacent? 34:12

5M ago34:12

34:12

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. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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AI Exchanges: Where Will the Power Come From? 22:28

5M ago22:28

22:28

The AI boom is creating unprecedented demand for power. So where will this power come from? Goldman Sachs' Rebecca Kruger, a partner in the Natural Resources Group in the firm's investment banking business, joins Goldman Sachs Exchanges' co-hosts Allison Nathan and George Lee to discuss why power may be the biggest bottleneck on delivering the prom…

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The Surprising Implications of an Aging Population 17:15

6M ago17:15

17:15

An aging global population has long been viewed as a demographic time bomb. Kevin Daly, co-head of the Central and Eastern Europe, Middle East, and Africa economics team at Goldman Sachs Research, explains why this concern may be overstated. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Commodities Outlook: What’s Driving Oil, Gold, and Base Metals 20:54

6M ago20:54

20:54

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

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Mid-year outlook: diversify and hedge 25:49

6M ago25:49

25:49

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…

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Is a US fiscal crisis ahead? 20:16

6M 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…

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

7M 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…

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A German economic revival? 18:44

7M 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…

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

7M 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…

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Will legal challenges end the trade war? 16:15

7M 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…

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

7M 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…

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

7M 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…

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Is Fed independence at risk? 24:52

7M 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…

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Equity risks and alts opportunities 19:11

8M 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…

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

8M 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…

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

8M 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…

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Stagflation and the Fed's next move 13:42

8M 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…

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How AI and geopolitics are reshaping cybersecurity 13:59

8M 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…

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How insurers are navigating volatile markets 19:07

8M 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…

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Will tariffs lead to a recession? 25:40

8M 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…

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

8M 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…

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The case for private credit 19:30

9M 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…

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The recession question 33:44

9M 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…

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Recession watch: How to hedge now 11:46

9M 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…

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Bain Capital’s David Gross on global opportunities and private equity’s evolution 35:30

9M ago35:30

35:30

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alternative investments. Learn more about your ad choices. Visit megaphone…