Top of Mind: Dissecting the Market Disconnect

Goldman Sachs Exchanges

Goldman Sachs

Business

4.4 • 1K Ratings

🗓️ 22 August 2019

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

For this special episode of Exchanges, we’re running our newest podcast, Top of Mind at Goldman Sachs. Hosted by Allison Nathan, a senior strategist in Goldman Sachs Research, Top of Mind examines the macroeconomic issues that are shaping the global economy. In each episode, Allison interviews Goldman Sachs experts—as well as influential policymakers, academics, and investors—on market-moving topics. The series’ latest installment, Dissecting the Market Disconnect, takes a close look at the divergence between falling bond yields and rising equity prices. Bridgewater Associates’ Ray Dalio and Goldman Sachs’ Jan Hatzius join Allison to dive into this dynamic and understand how concerned investors should really be about economic growth.

Transcript

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0:00.0	This is exchanges of Goldman Sachs where we discuss developments currently shaping markets, industries, and the global economy.
0:15.6	I'm Jake Stewart, Globalhead of Corporate Communications here at the firm.
0:18.8	Today we're doing something a little different.
0:20.8	We're running an episode of our newest Goldman Sachs
0:23.0	podcast called Top of Mind at Goldman Sachs. It's a show about macroeconomic
0:27.3	issues that are on the minds of our clients hosted by Allison Nathan, a senior
0:32.0	strategist in the firm's research division.
0:34.9	Allison interviews Goldman Sachs experts as well as influential policy makers, academics,
0:39.9	and investors on topics that are moving the markets.
0:43.6	This episode is called dissecting the market disconnect
0:46.9	and it dives into the divergence
0:49.0	between falling bond yields and rising equity prices. Allison interviews Bridgewater's Ray Dahlio and
0:54.9	Goldman Sachs's Jan Hatzius to examine this dynamic and understand what it tells us
1:00.4	about the prospects for economic growth. Here's the episode. Hope you enjoy it and please
1:05.6	subscribe to both exchanges at Goldman Sachs and top of mind at Goldman Sachs on Apple
1:10.1	Podcasts or your favorite podcast platform.
1:15.0	From Coleman Sachs Research, this is Allison Nathan.
1:18.2	Welcome to Top of Mind, a podcast that explores macroeconomic issues on the minds of our clients.
1:24.7	In this episode we're taking a look at growth uncertainty, which has been on the rise
1:37.4	given the age of the economic expansion, now the longest on record, and risks
1:42.1	from trade tensions as well as other political
1:44.4	uncertainties like Brexit. Here's Christine Lagarde, chairwoman of the
	...

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