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No Limitations

Blenheim Partners

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A series regarded amongst the most inspiring and honest conversations with elite world class performing men and women across a broad genre covering the issues, opportunities and challenges confronting them. Gregory Robinson, Managing Partner at Blenheim Partners Executive Search and Board Advisory firm discovers the influences that have shaped their destinies, unlocking crucial insights into each guests core character, their motivation, broader thinking, strategies and approach they have tak ...
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What the M

Kent D. McPhail and Stephen M. Hladik

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Do you ever wonder who is behind the scenes collecting and processing all those monthly mortgage payments throughout the entire country? In the world of residential mortgages, the mortgage servicing industry is a critical but not always visible player in the lending and home ownership process. Unveiling how mortgage servicers manage the residential homeownership industry is the concept behind “What the M,” a new podcast that discusses the complex issues facing default services and the path f ...
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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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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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In this all new episode, Jennifer and Steve review a brand new survey about caregiving in 2025. The study has a ton of revealing stats about who we are as caregivers, how the "caregiver class" is growing rapidly, and how we manage to get through this life that was somewhat chosen for us. Also, hear how Nana suddenly got all sentimental, and then ba…
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The 54th episode of What the M features Rick Sharga, CEO and President of the CJ Patrick Company, and Daren Blomquist, Vice President of Market Economics at Auction.com. It’s that time again… for a new SEASON of What the M! Over the first three seasons of What the M, Kent and Steve have been fortunate enough to interview an incredible roster of tal…
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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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In Episode 157 of the No Limitations Podcast, Judgement In The Heat of Battle, Blenheim Partners’ Gregory Robinson speaks with Darryl Cuzzubbo, Managing Director and Chief Executive Officer (CEO) of Arafura Rare Earths Ltd. In a highly topical discussion, Darryl outlines how recent government investments in rare-earth mineral procurement, both dome…
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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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In this latest all-new Caregiving Gen X Style, Jennifer and Steve talk with Jon Levinson, co-founder of Clara Home Care. He'll tell us about his unique business and also provide tips on how to hire in-home care to help you with your elderly loved one. Also, we'll have some tips on battery backup devices for power outages, and learn why Steve volunt…
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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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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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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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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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In this all new CGS, Jennifer and Steve talk about all of the preventative steps you should be taking to try to ensure there are fewer problems down the road. Also, they discuss a reader email from Xena, Warrior Princess (this will make more sense when you listen). PS: We blanked a little on the name of the "incident" episode that described why Nan…
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In Episode 156 of the No Limitations Podcast, Opportunities Don’t Come Gift-Wrapped, Blenheim Partners’ Gregory Robinson speaks with Jake Klein, Chair of Evolution Mining Ltd. In a necessary discussion for the future of Australia, Jake calls on political and industry leaders to articulate a clear and strategic vision, with well-thought-out policy t…
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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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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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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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In Episode 155 of the No Limitations podcast, I Want to Do Something That Scares Me, Blenheim Partners’ Gregory Robinson speaks with Cynthia Scott, Group Chief Executive Officer (CEO) and Managing Director of Zip Co Ltd. In a spirited and insightful discussion, Cynthia offers a discerning perspective on how recent economic disruptions, though daunt…
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In this all new CGS, Jennifer and Steve talk with Jeannine Bryant, a senior moving specialist. Jeannine gives great tips on how to reduce the amount of unneeded stuff in your loved one's home long before they need to move to somewhere like assisted living or a nursing home. Links mentioned in this episode: Easy Rightsizing To contact us: Email: car…
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Welcome to the season 3 finale of What the M! This season, Kent and Steve have interviewed amazing, thoughtful, and brilliant guests. Each guest has been uniquely qualified to speak about different aspects of the default servicing industry, and has provided valuable information to What the M’s listeners. Each guest is unique, but they all have one …
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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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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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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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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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In Episode 154 of the No Limitations podcast, The Quantum Cold War, Blenheim Partners’ Gregory Robinson speaks with Rob Jesudason, Chief Executive Officer (CEO) and Founding Partner of Serendipity Capital. In a provocative discussion, Rob warns that increasing geopolitical tensions are heightening security risks as we shift towards a multipolar wor…
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In our second consecutive "travel" episode, Jennifer and Steve talk with a CGS listener who recently took an amazing and EPIC trip with her elderly mother-in-law. She has a ton of tips for anyone brave enough to try something like she did. Also, learn how Nana managed to create a little bit of "normalcy" in her life. To contact us: Email: caregivin…
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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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The 52nd episode of What the M features Gina Gallutia, Executive Membership Director of the Five Star Institute, and David Mulkay, Director of Legal League. Gina and David are long-time friends of the podcast and stopped by to discuss the benefits of Five Star and Legal League, trends in the default servicing industry, and upcoming industry events.…
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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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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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In Episode 153 of the No Limitations podcast Phoenix From The Ashes, Blenheim Partners’ Gregory Robinson speaks with James P. Farwell, Senior Fellow at Sympodium-Institute for Strategic Communications (London). In an absorbing discussion, James contends that the world today is adrift and in need of a course to steer. Drawing on his background as a …
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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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In the first ever episode of CGS that was *not* recorded at our dining room table, join us at the dinette table in our little camper for an episode chocked full of tips on how you, the caregiver, can get away for the weekend. To contact us: Email: [email protected] Voicemail/text: 804-723-1221 Twitter: https://twitter.com/genxcaregiving…
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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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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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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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We've talked a lot about finding help in your caregiving journey. In this episode, Jennifer and Steve talk with Nicole Smith, a Certified Senior Advisor who is also an author of the book "Diagnosis Dementia" and is the caregiver for both of her parents AND a step-parent. She'll point us in the right direction to find help for some of the most commo…
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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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In Episode 152 of the No Limitations podcast Culture Trumps All, Blenheim Partners’ Gregory Robinson speaks with Steve Sargent, Chairman of Nanosonics Ltd and Non-Executive Director of Ramsay Health Care Ltd. In a reflective yet upbeat conversation, Steve delves into the core principles which helped establish General Electric (GE) as one of the gre…
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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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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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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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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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In this all new CGS, Jennifer and Steve discuss the findings of a survey that talks about our lives as caregivers, specifically as it relates to insurance and money. Also, hear about some VERY exciting news for this podcast. To contact us: Email: [email protected] Voicemail/text: 804-723-1221 Twitter: https://twitter.com/genxcaregiving …
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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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In Episode 151 of the No Limitations podcast Commitment Bordering on Obsession, Blenheim Partners’ Gregory Robinson speaks with David Dicker, Founder, Chairman and Chief Executive Officer of Dicker Data Ltd and Founder of Rodin Cars. In a relaxed yet discerning conversation, David reflects on his unique entrepreneurial journey. He recounts the pivo…
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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…
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