Best CIO Exchange Podcasts (2025)

1
Corey Hoffstein, CIO, Newfound Research 1:00:07

8d ago1:00:07

1:00:07

Corey Hoffstein, the Co-Founder and CIO of Newfound Research is among the investors expanding the financial product set available to the RIA community. A client segment that has long been fed a diet of 60/40 exposures, the high-net-worth community is finding the need to diversify beyond stock and bond exposure. Using their innovative approach to re…

1
AI Exchanges: How tech giants are navigating the AI landscape 23:07

19h 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…

1
Where Creativity Meets Data: Inside Asana’s Marketing Strategy with CMO Shannon Duffy 27:27

1d ago27:27

27:27

Marketing is often misunderstood, seen as either all creativity or all data. In truth, it’s both. Great marketing lives at the intersection of bold ideas and sharp analytics, and few leaders navigate that space better than Shannon Duffy, chief marketing officer at Asana. In this episode, Shannon joins Jess Carter to share how she drives marketing t…

1
Coordinating the ecosystem: Navigating the post-acute patient journey 37:29

3d ago37:29

37:29

In the latest episode of the Post-Acute POV podcast, host Jim Berklan, Executive Editor of McKnight’s Long-Term Care News, introduces a dynamic panel discussion led by Chris Pugliese, Head of Interoperability at ResMed. Joining the conversation are Chris Lukezic, RN, Director of Clinical Informatics at Saber Healthcare Group, along with Tanna Wrigh…

1
Gold for the 21st Century Episode 6 | Josh Crumb, Founder & CEO, Abaxx Technologies 42:28

6d ago42:28

42:28

We continue Gold for the 21st Century this week with Josh Crumb, Founder & CEO of Abaxx Technologies. SmarterMarkets™ host David Greely sits down with Josh to discuss how gold has shaped Josh’s vision and mission to build smarter markets throughout his career. They also talk about how the gold market is where the many dimensions of Abaxx come toget…

1
Stagflation and the Fed's next move 13:42

6d 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…

1
How AI and geopolitics are reshaping cybersecurity 13:59

10d 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…

1
The VIXgilantes Strike Back 31:56

10d ago31:56

31:56

In six short trading days from 4/2 to 4/9, the SPX realized as much vol as it did during the ENTIRE year of 2024. The protracted risk-off that began with the “Liberation Day” fallout ranks only behind Covid and the GFC in terms of severity using data going back to 1990. While we've likely moved past peak VIX, in the aftermath of recent chaos is an …

1
Gold for the 21st Century Episode 5 | Gregor Gregersen, Founder, Silver Bullion Group 54:30

13d ago54:30

54:30

This week on Gold for the 21st Century, we welcome Gregor Gregerson, Founder of Silver Bullion Group, into the SmarterMarkets™ studio. David Greely sits down with Gregor to discuss the role of gold and precious metals in protecting wealth, the physical infrastructure and technology required, and why creating and maintaining trust remains the founda…

1
Matt King, Founder, Satori Insights 56:09

13d ago56:09

56:09

For Matt King, evaluating market risk is often about pinpointing vulnerabilities within the financial system. Over the many years he's been advising institutional investors, he's gone where the action is - in the dotcom era it was corporate balance sheets, in the pre-GFC period it was asset-backed CP and in the last decade it's been sovereigns and …

1
How insurers are navigating volatile markets 19:07

14d 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…

1
Will tariffs lead to a recession? 25:40

15d 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…

1
Steve Englander, Head of G10 FX and North America Macro Strategy, Standard Chartered 52:26

15d ago52:26

52:26

Market risk events come in all shapes and sizes, originating from unique sources of uncertainty. We've seen them all - valuation bubble unwinds, mortgage credit crashes, Fed policy shocks, even the shutdown of the US economy from Covid. Over the last month, investors have been forced to confront a new risk, that of the imposition of substantial tar…

1
How NASWA’s Open Initiative is Bringing a Modern Solution to a Legacy Problem 30:23

15d ago30:23

30:23

Unemployment insurance has supported Americans through economic hardship for nearly a century. But its long history brings complex challenges: rigid systems, layered policies, and outdated tech that’s difficult to change. In this episode of Data Driven Leadership, Jess Carter talks with Allison Johnson, director of Open UI at the National Associati…

1
Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment 37:59

17d 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…

1
Gold for the 21st Century Episode 4 | Don Casturo, Founding Partner & CIO, Quantix Commodities 26:19

20d ago26:19

26:19

We continue Gold for the 21st Century this week with Don Casturo, Founding Partner and Chief Investment Officer at Quantix Commodities. David Greely sits down with Don to discuss the role of gold in protecting investors' portfolios, the drivers of recent gold market performance, and how de-dollarization is changing the way gold trades relative to o…

1
The case for private credit 19:30

23d 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…

1
Special Episode | Scenes from the FT Commodities Global Summit 2025 35:42

27d ago35:42

35:42

We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from the FT Commodities Global Summit 2025. SmarterMarkets™ returned to the annual Financial Times Commodities Global Summit in Lausanne, Switzerland this March, where commodity traders get together to talk about the markets and how they’re navigating them. In retros…

1
The recession question 33:44

27d 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…

1
Recession watch: How to hedge now 11:46

29d 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…

1
When Everything’s Connected: The Role of Data in Public Health 32:54

29d ago32:54

32:54

A spike in food prices. A livestock disease outbreak. An overwhelmed hospital. These might seem unrelated—until you follow the data. In this episode of Data Driven Leadership, Jess Carter talks with Dr. Heidi Steinecker, senior director of health and human services at Resultant. They discuss how data brings clarity to the hidden links between the e…

1
The Vol Shock Heard 'Round the World 24:09

1M ago24:09

24:09

Lenin purportedly said, “There are decades where nothing happens; and there are weeks where decades happen.” It’s difficult to understate how highly consequential these past few days have been. We live in an interconnected world of international rivalries, debt, trade, asset prices and economies. All kinds of tail probabilities become more live whe…

1
Gold for the 21st Century Episode 3 | Wade Brennan, CEO & Co-Founder, Kilo Capital 35:20

1M ago35:20

35:20

This week on Gold for the 21st Century, we welcome Wade Brennan, CEO & Co-Founder of Kilo Capital, into the SmarterMarkets™ studio. David Greely sits down with Wade to discuss the effects of the recent tariff-related price volatility and pricing dislocations on the users of gold, as well as the role of bullion banking in the gold market of the 21st…

1
#255 - Trends in Private Credit with Morgan Stanley Direct Lending Fund's President Michael Occi 31:00

1M ago31:00

31:00

On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss: Why investors should co…

1
Bain Capital’s David Gross on global opportunities and private equity’s evolution 35:30

1M 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…

1
Campbel Harvey, Professor of Finance, Fuqua School of Business, Duke University 36:39

1M ago36:39

36:39

Best known for his seminal work on the information content of the US Treasury yield curve nearly 4 decades ago, Campbell Harvey has produced meaningful academic research in all corners of empirical finance. In this episode of the Alpha Exchange, I caught up with Campbell, now a Professor of Finance at Duke and Partner at Research Affiliates, on his…

1
Gold for the 21st Century Episode 2 | Sunil Kashyap, Managing Director at FinMet Pte Ltd., Singapore 24:19

1M ago24:19

24:19

We continue Gold for the 21st Century this week with Sunil Kashyap, Managing Director at FinMet Pte Ltd., Singapore. David Greely sits down with Sunil to discuss the role of gold in Asia, what the West can learn from it, and what new market infrastructure and technology can lead to smarter gold markets in Asia for the 21st century.…

1
Special Episode | Scenes from FIA Boca 2025 42:25

1M ago42:25

42:25

We present a special mid-week episode of SmarterMarkets™, bringing you exclusive interviews from FIA’s BOCA50 – the International Futures Industry Conference. SmarterMarkets™ returned to FIA Boca to be a part of BOCA50, the 50th anniversary of the International Futures Industry Conference. We partnered with the FIA to interview a wide-range of futu…

1
EnerSys’ Approach to Product Management: Turning Vision Into Value 29:07

1M ago29:07

29:07

Being skilled in tech and data enables you to create value in any field. In this episode of Data-Driven Leadership, host Jess Carter sits down with Kerry Phillips, vice president of global product management for the motive power division at EnerSys. Kerry shares his journey of switching industries, from consulting to leading product management in t…

1
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace 25:37

1M ago25:37

25:37

How will corporations use AI – and what will the technology’s adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs’ chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special podcast series. This episode was recorded on March 6, 2025. Learn more about your ad choices. Visit…

1
GeoVolitics and Gold 27:23

2M ago27:23

27:23

In this discussion, I review the absolutely stunning level of volatility experienced by the S&P 500 right around this time 5 years ago, as the market crash resulting from the Covid shutdowns occurred. No asset – except volatility – can survive the liquidation that took place in March of 2020. I also focus on gold, which, to be clear and to repeat, …

1
Gold for the 21st Century Episode 1 | David Gornall, Strategic Advisor for Precious Metals, Abaxx Exchange & Former Chairman, LBMA 30:12

2M ago30:12

30:12

This week, we kick off our new series Gold for the 21st Century with David Gornall. Gornall is Strategic Advisor for Precious Metals at Abaxx Exchange, Former Global Head of Precious Metals Trading at Natixis, and Former Chairman of the LBMA. SmarterMarkets™ host David Greely sits down with Gornall to discuss where gold market infrastructure is not…

1
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class 44:33

2M ago44:33

44:33

In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shares his views on the housing market, leading a firm, and his predictions about the future of real estate as an asset class. This episode was recorded o…

1
Are credit investors nervous about recession risk? 15:19

2M ago15:19

15:19

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products…

1
Carbon Frontiers 2025 Episode 6 | Belinda Ellington, Principal, Ellington Resolution + Senior Advisor, IETA + Former MD, Global Head of Commodities Legal, Citi 55:54

2M ago55:54

55:54

We wrap up Carbon Frontiers 2025 this week with Belinda Ellington, Principal at Ellington Resolution, Senior Advisor at IETA, and Former MD, Global Head of Commodities Legal at Citi. David Greely sits down with Belinda to discuss the challenges that banks face in carbon markets and sustainable finance – and why establishing the legal nature of veri…

1
Quality as the new currency: Enhancing healthcare with Armine Khudanyan, RN, MSN, CPHQ, CEO and Co-Founder, QAPIplus 30:12

2M ago30:12

30:12

In the latest episode of the Post-Acute POV podcast, our host, Jeremy Crow, Head of RCM and Survey, MatrixCare, is joined by Armine Khudanyan, RN, MSN, CPHQ, CEO and Co-Founder, QAPIplus, and Trish Weber, RN, BSN, HCS-D, HCS-O, Manager, Coding & Review Services, MatrixCare. Join us as we delve into the critical role of quality in healthcare and exp…

1
Sharpening Strategic Focus and Leading with Purpose in a Noisy World 30:37

2M ago30:37

30:37

How do you know when to pivot or stay on course? The best leaders know the right time to step back, challenge assumptions, and make deliberate choices. In this episode of Data-Driven Leadership, Jess Carter sits down with John Roach, president at Resultant, to talk about his approach to strategic leadership. They discuss how leaders can maintain cl…

1
How tariffs will impact the US economy 19:30

2M ago19:30

19:30

Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Goldman Sachs

1
Owen Lamont, Senior Vice President, Acadian Asset Management 54:50

2M ago54:50

54:50

Now a Portfolio Manager at Acadian Asset Management, Owen Lamont has had a long career in both the markets and in academic research on them. Earning a PhD in Economics from MIT in the 1990’s and then teaching at the University of Chicago shortly thereafter, Owen makes the point that these two storied institutions approach empirical finance from vas…

1
Carbon Frontiers 2025 Episode 5 | Peter Fusaro, Founder, Wall Street Green Summit 32:46

2M ago32:46

32:46

This week on Carbon Frontiers 2025, we welcome back Peter Fusaro, Founder of the Wall Street Green Summit. David Greely sits down with Peter to discuss where we are in carbon markets and the energy transition – and the other big issues on the agenda as we head into the 24th annual Wall Street Green Summit in New York City on March 18-19.…

1
Roxton McNeal, QIS Lead Portfolio Manager, Simplify Asset Management 47:54

2M ago47:54

47:54

“This is not your father’s ETF market” would be one statement used to highlight the ever-expanding product mix available to investors via exchange traded funds. Today’s suite of ETFs embeds derivatives, targets non-traditional assets like private credit and crypto and can offer daily resetting leverage as well. Add to this, efforts to deliver expos…

1
Trump’s tariffs: Big talk or big action? 17:32

2M ago17:32

17:32

Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitive…

1
GeoVolitics, Implied Correlation and Option Pricing 15:09

2M ago15:09

15:09

My process is about seeking out some alpha through analyzing a broad spectrum of prices, specifically the one’s that imply some probability. I will repeat that it is the options market, not the stock market that is the best economist in the world. Option contracts carry the dimensions of time – the expiration – and distance – the strike price and t…

1
Carbon Frontiers 2025 Episode 4 | Rene Velasquez, Managing Partner, Valitera 35:14

2M ago35:14

35:14

We continue Carbon Frontiers 2025 this week with Rene Velasquez, Managing Partner at Valitera. David Greely sits down with Rene to discuss the ‘tale of two cities’ state of the carbon markets – and the challenges and opportunities in getting carbon finance flowing.By Abaxx Technologies Inc.

1
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund 33:18

2M ago33:18

33:18

Capstone’s founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series. This episode was recorded on February 20, …

1
Carbon Frontiers 2025 Episode 3 | Peter Zaman, Partner, HFW Singapore 54:15

3M ago54:15

54:15

This week on Carbon Frontiers 2025, we welcome back Peter Zaman, Partner at HFW Singapore. David Greely sits down with Peter to discuss the impact of the US withdrawal from the Paris Agreement and how the rest of the world's response, whether ideological or pragmatic, will determine the path forward. They also talk about the need for a greater focu…

1
Macro questions and market strength 25:06

3M ago25:06

25:06

How are the latest government policies affecting the global economy and markets? Goldman Sachs’ 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 how tariffs, inflation, and higher yields are shaping the outlook for 2025. This episode was reco…

1
Carbon Frontiers 2025 Episode 2 | Alasdair Were, Head of Environmental Markets, Abaxx Exchange 29:53

3M ago29:53

29:53

On our second installment of Carbon Frontiers 2025, we welcome Alasdair Were, Head of Environmental Markets at Abaxx Exchange, back into the SmarterMarkets™ studio. David Greely sits down with Alasdair to discuss how recent dramatic policy changes and hard economic realities are influencing both corporate and government approaches to the energy tra…

1
Tariffs: What’s ahead and why it matters 24:19

3M ago24:19

24:19

Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research’s Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tariff policies—both announced and expected—for global economies and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Building a Data-Driven Culture: Lessons from Bumble, Southwest Airlines and More 16:10

3M ago16:10

16:10

The most successful companies have this in common: they don’t just have data—they act on it. In this special episode of Data-Driven Leadership, host Jess Carter unpacks key insights from recent conversations with leaders at Bumble, Stanley Black & Decker, Southwest Airlines, and Walker Information. Each company has found a way to use data to suppor…

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