Transit on the seas — the planet’s most important means of trade — has become more fraught amid geopolitical and climate-related disruptions, particularly in the Red Sea. In this episode, which is based on Goldman Sachs Research’s Top of Mind report, Admiral James Stavridis and DHL Group's CEO Tobias Meyer discuss the factors driving maritime risks today and the threats to global trade.
Crypto Volatility: What’s the Outlook for Digital Assets?
Is (De)globalization Ahead?
The Road to 2050: Balancing Climate Goals with Energy Security
How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Changes at the Top: Spinoffs, Separations and Restructurings
Rising Stagflation Risks Are Changing the Investment Playbook
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How Policymakers are Navigating Stagflation Risk
Gene Editing: The Future of Genomic Medicine & Biotech Investing
The Next Tech Battleground: Online Gaming & the Metaverse
Raising Capital: How Corporate Financing Strategies Are Evolving
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
What’s Ahead for the Housing Market
Piloting Through: Why Investors Should Stay the Course
Is 2022 the Endemic Year?
As Rates Reprice and Stocks Sell Off, What’s Next?
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022
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