Subscribe wherever you get podcastsDownload Transcript 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. This episode was recorded on May 1, 2025.

Private credit can be a defensive asset class for investors’ portfolios, offering stability when uncertainty is increasing in the markets and the economy, according to James Reynolds, co-head of private credit for Goldman Sachs Asset Management. The regular cash distributions that flow to investors can help to make private credit funds attractive when other assets may appear more vulnerable, Reynolds says on a Goldman Sachs Exchanges podcast. Investors “see private credit as being a...

The Trump Administration’s dramatic tariff moves have upended decades of US trade policy, sparking a rapid reassessment of the US and global economic outlook and a surge in tariff-induced recession fears. What lies ahead for the US economy amid this radical policy shift—and especially the uncertainty around it—is Top of Mind.   Top of MindTariff-induced recession risk Read the Reportdownload Listen to podcast Download Transcript