40 Burst results for "Goldman"

Fresh update on "goldman" discussed on Bloomberg Daybreak

Bloomberg Daybreak

00:32 sec | 42 min ago

Fresh update on "goldman" discussed on Bloomberg Daybreak

"Reuters report that toshiba walked away from potential PE buyouts and an offer from Brookfield in other news modernist president sees a risk the vaccines will struggle with Omni Kron Goldman Sachs cut its forecast for U.S. growth blaming the variants and lucid group got a subpoena from the SEC Wrapping things up Citigroup was cut to equate at Morgan Stanley Facebook race to hold at HSBC Home Depot is raised outperform at Oppenheimer and Edward's life sciences raised to overweight over at Wells Fargo Live from the first to break a news desk but melody came Bill thank you and here lie breaking news over your Bloomberg type squawk on your terminal SKU AW K and that's a Bloomberg business flash Now here's Michael Barr with more on.

Omni Kron Goldman Sachs Hsbc Home Depot Brookfield Toshiba Reuters Edward's Life Sciences Wells Fargo Live Citigroup Morgan Stanley SEC Oppenheimer U.S. Facebook Bill Michael Barr
Fresh update on "goldman" discussed on Bloomberg Daybreak

Bloomberg Daybreak

00:32 sec | 1 hr ago

Fresh update on "goldman" discussed on Bloomberg Daybreak

"Around the world I'm Gina sorbet and for W C CEO and Minneapolis I'm reporting that there will be no strike at a major cargill meatpacking plant in Canada now that union workers have accepted a new labor contract Houston top energy executives back out of major oil conference on COVID concerns I'm Caroline Hepburn Bloomberg Diego digital radio in London we're reporting on Boris Johnson who says that ministers are still waiting for guidance on how serious the omicron variant is before pandemic rules are reviewed in the December I'm Steve Potter scan on ten ten wins in New York we're talking about Goldman Sachs economists cutting their forecast for U.S. growth this year and next I made Cory on WW J in Detroit I'm reporting it's been a pretty good year for carmakers not so much for parts suppliers And.

Gina Sorbet Caroline Hepburn Bloomberg Diego Digital Radio Minneapolis Steve Potter Boris Johnson Houston Canada London Goldman Sachs New York Cory U.S. Detroit
Fresh "Goldman" from Bloomberg Daybreak

Bloomberg Daybreak

00:39 min | 2 hrs ago

Fresh "Goldman" from Bloomberg Daybreak

"Take your workflow to the next level at Bloomberg dot com slash professional Money minute U.S. investors are turning their attention toward consumer prices later this week with the November numbers expected to show the biggest annual jump in decades The consumer price index probably surged 6.7% from November of last year otherwise it's a relatively quiet week for U.S. economic data Other key releases include job openings and consumer sentiment Goldman Sachs has cut its forecast for U.S. economic growth this year and next estimating a modest drag from the omicron variant Goldman now expects the U.S. economy to expand by 3.8% this year down from 4.2 Next year's estimate is down to 2.9% growth from 3.3% previously In a weekend report to clients at Goldman economist also said that could delay win some people feel comfortable about returning to work Bloomberg radio And JIT makes innovation happen It also makes entrepreneurs like Anya odoi founder of innovate a tech driven civil engineering and construction management firm Anya says and JIT is defining the future Extremely important as a hub of disciplines all in one space with all of these brilliant minds And you know it's wrong is huge when it comes to defining the future and how from an interdisciplinary point of view they have it all there whether it's the innovation hub the makerspace Andre IT's already creating that collaboration between the disciplines and you have civil engineers speaking to programmers speaking to electrical engineers and together they're creating advancements that we wouldn't have been able to do without those three minds coming together and solving a problem as one rather than solving it in isolation And JIT New Jersey institute of technology Learn more and JIT EDU Burden LLP accountants and.

U.S. Omicron Variant Goldman Bloomberg Goldman Sachs Anya Odoi JIT Anya Jit New Jersey Institute Of Te
Fresh update on "goldman" discussed on Bloomberg Daybreak Europe

Bloomberg Daybreak Europe

00:36 min | 6 hrs ago

Fresh update on "goldman" discussed on Bloomberg Daybreak Europe

"App you use to browse podcasts So Bloomberg money minute Wall Street will try this week to get back on track After that losing week we had last week Investors do have a lot to digest lately including Friday's indecisive November jobs report and also the omicron COVID-19 variant and the suddenly more hawkish Federal Reserve Tech stocks including Tesla Facebook parent metal platforms and Apple among the big losers Goldman Sachs has a Macron will damage the U.S. economy and economists there are cutting the forecast for growth this year and next slightly because of the variant They say they base their estimate on us having some immunity to the oma con variant but the vaccines not working as well on Omaha as until The S&P 500 will be getting a new look later this month S&P Dow Jones indices says signature bank solar edge technologies and factset research systems will be joining the index and that's before the start of trading two weeks from today Denise Pellegrini Bloomberg radio The world's financial decision makers connect on the Bloomberg terminal The buy side and the sell side together Collaborating across markets in countries in.

Federal Reserve Tech Tesla Dow Jones Indices Goldman Sachs Signature Bank Solar Edge Tech Factset Research Systems Facebook Apple Omaha U.S. Denise Pellegrini S
Fresh update on "goldman" discussed on Bloomberg Daybreak Asia

Bloomberg Daybreak Asia

00:34 min | 10 hrs ago

Fresh update on "goldman" discussed on Bloomberg Daybreak Asia

"Well a very good morning to you if you are listening in from in the Asia Pacific Good day if you're joining us from the rest of the world I'm Brian Curtis And I'm Paul Allen in Sydney where it's a 1 o'clock on Monday afternoon one minute past one now Seeing some selling on the ASX are off a third of 1% right now and the ASX not alone when it comes to risk off brand Yeah it's pretty much a risk off session right through the region We do have some very modest gains in China The CSI 300 up about 7 tenths of a percent The Shanghai composite up about a third of a percent and Singapore is rallying this morning but for the most part the other markets are in the red the nikkei trading down about a half of 1% SoftBank getting hit pretty hard a couple of issues there One it owns a large stake in DV global and Dede is preparing to withdraw from the U.S. stock exchanges And then also not long ago the FTC and the United States sued block SoftBank sale of armed to Nvidia So that's not getting hit pretty hard Alibaba is another one that's down significantly this morning down 6.6% in the Hong Kong market They Bobby is replacing its long-standing chief financial officer and also reshuffling the leaders of its commerce businesses These are some of the most notable changes we've seen since Alibaba got through a antitrust investigation Right around that Tencent is trading down about 1% and we have JD.com and meet one all those tech companies are lower the hanging tech index is down 1.6% The worst performing index in the region In terms of currencies the Bloomberg dollar spot is flat here at the moment Dolly in one 1301 The yield on the tenure has bounced to 1.38% and oil has bounced WTI crude Now $67 and 80 cents a barrel Paul All right thanks Brian Goldman Sachs economists have cut their forecast for the U.S. economy this year and next We've got more from Bloomberg Susanna Palmer Goldman economists cut their forecasts after deciding the spread of the omicron strain of the coronavirus would put a modest downside drag on growth in a weekend report to clients economist Joseph Briggs said Goldman Sachs now expects U.S. gross domestic product to expand 3.8% this year down from 4.2% The firm reduced its 2022 estimate to 2.9% down from 3.3% Briggs saw a mixed effect on inflation Susanna Palmer Bloomberg daybreak Asia Saudi Arabia says it has raised oil prices for buyers in Asia and will do so for the U.S. in January Bloomberg's Garfield Reynolds says this means that it sees strong demand despite the spread of omicron Oil especially your Saudi oil is higher quality than a lot of crude and it's actually got a bit of a demand dynamic working in its favor at a time when various industries are looking to shift their fuel balance towards fuels that produce less in the way of carbon emissions So I think the Saudis is saying we're going to hang tough The move comes just days after OPEC and its allies surprised markets to boost crude output at the time predicting that the oil market would flip from a supply deficit to a surplus in early 2022 The World Health Organization's putting.

Brian Curtis Softbank Dv Global Alibaba U.S. Paul Allen Asia Pacific Brian Goldman Dede Bloomberg Susanna Palmer Goldm Sachs Tencent Shanghai Sydney
'Let's Go, Brandon' Goes Mainstream

The Charlie Kirk Show

01:35 min | Last month

'Let's Go, Brandon' Goes Mainstream

"You type in let's go brand into Google news, it is everywhere. AP news. How let's go Brandon became code for insulting bought Joe Biden. The Washington Post, let's go brain and is Republican vulgar governing agenda. By Dana millbank. Oh yeah, but drag queen story are perfectly cool. All right, the fact that 6 year olds get exposed to dudes that are in dresses. 22 hours ago Trump campaign joins the let's go Brandon trend. The NPR national public radio. Here's what let's go Brandon actually means and how it made its way to Congress. Fox 8, let's go Brandon, here's where the viral meme comes from. Three days ago, how the anti Biden song let's go Brandon became a shadow smash. And I can continue. The left is perplexed that there would be a grassroots non centralized non CNN non AT&T, by the way, this is what's so amazing about this is Black Lives Matter is totally corporate. It was top down centralized, every corporation was behind it. This is totally let's just say not coordinated. There's no central command center for let's go Brandon. There's no multi-million dollars spending campaign. There's no pledges from PepsiCo or from Coca-Cola, Goldman Sachs, saying we're going to pledge $30 billion to get rid of let's go Brandon equity in our country. No, this is just kind of bottom up. Where the Black Lives Matter thing B 11 incorporated was totally manufactured. It was absolute top down, and yet let's go Brandon thing is happening why because people are feeling the reality of Joe Biden's

Brandon Dana Millbank Joe Biden The Washington Post AP Donald Trump NPR Google Biden FOX Congress CNN Brandon Equity Pepsico Coca Cola Goldman Sachs AT
Why China Is Laughing at Joe Biden With David Goldman

America First with Sebastian Gorka Podcast

01:57 min | Last month

Why China Is Laughing at Joe Biden With David Goldman

"Welcome back to one on one with David Goldman. David, we've been discussing these issues for so very, very long. We have also alighted on your recommendation, numerous times. You visited us in The White House and made it first then I think that we need a new space race. We need that speech at rice university from a president who just gets America back into some national program that gets us to a Pinnacle of research and development. I got to ask you last week we had the launch into space of a 90 year old American captain Kirk Bill Shatner made it on a what was it 5 minute space ride? That's not exactly what you're talking about is it, David, you're talking about something big. Yeah, live long and prostate. But you're talking about something a bit larger than Jeff Bezos is vanity project. It's how you know. Seth, you and I have been talking about decoupling at least some parts of the U.S. economy from China for years. As of last month, U.S. imports from China are up 30% since 2018 when Trump started going after them. That's because the body administration has thrown trillions of dollars of people and giving people an incentive to say out of the workforce, people have money to spend, but we can't find the workers because of the disincentives created by government programs. So we've got to buy the goods from China. China's exports to us are booming. They are now equal to 27% of our manufacturing GDP. It's an astonishing number. That is. We need to rebuild American industry. We've got a business elite that doesn't care about manufacturing, doesn't care about manufacturing communities or workers. We need to reverse

Kirk Bill Shatner David Goldman Rice University America David China White House Jeff Bezos Seth Donald Trump
Is There Civilian Control of the Chinese Military? Author David Goldman Explains

America First with Sebastian Gorka Podcast

01:32 min | Last month

Is There Civilian Control of the Chinese Military? Author David Goldman Explains

"Welcome back to one on one with David Goldman. David, you mentioned the military, the hubris potentially of the Chinese of the people's ironically titled Liberation Army. Is there, let me ask you, we're supposed to have civilian control of the military and democracies. Is that civilian control of the military in the communist regime that is China is Xi Jinping? Does he have a grip on the military brass? Or could that be a hot headed incident where one of his generals gets a little bit out of control and a Cold War gets hot very quickly? Fujian pink spent his first years in power firing a lot of generals and putting his people in place. None of the analysts I know think that a military coup against Xi Jinping or a breakaway military operation is likely, of course, and that opaque system, we never really know what's going on. But the military has gotten all the things it likes. It's gotten a massive development budget for its missile forces for its air force. They've improved that considerably. They've got dozens of diesel electric submarines, they're building new aircraft carriers. So if you're a Chinese soldier, you'd probably be pretty pleased with the kind of support that the government is giving you a lot more than say if you were in American soldier looking at the kind of support the Biden administration isn't giving to our armed forces. Right,

David Goldman Fujian Pink Liberation Army Xi Jinping David China Biden Administration Government
'You Will Be Assimilated' Author David Goldman on China's Contempt for the U.S.

America First with Sebastian Gorka Podcast

02:44 min | Last month

'You Will Be Assimilated' Author David Goldman on China's Contempt for the U.S.

"China is not an enemy. And I think that's important for people to clearly understand. China is a rising power, China has been a rising power since Deng Xiaoping in 79. And they are going to develop themselves in our developing themselves into a great power. That is not to say, however, that they are an enemy. They're not an enemy. They're just a great power. That's according to the chairman of the joint chiefs when he was speaking in his private capacity as chief of staff of the army. The NATO summit, maybe that explains a lot about Mark Billy. We'll discuss the realities of what China thinks they are to us and how they're eating our lunch with the man that we always rely upon to tell us about the geo strategic reality in Asia and in Beijing. He's the author of a fabulous work you must check out right now. It's you will be assimilated. China's plan to Sino form the world. David Goldman. Welcome to one on one. A sub gorka it is an honor and privilege to spend fine with you, sir. Thanks for the invitation. I just realized I'm looking at the cover of your book that the Chinese dragon has a pair of iPhone ear pods in. That's a very nice little touch there. I missed in the past. David, we'll talk about Millie. We'll talk about the truth of China Beijing. Xi Jinping and everything else. But first, I have to ask you. The imagery of these super cargo ships off the port of LA, the president of the United States saying, oh, no, don't worry about it. And then Jen Psaki saying, oh, that's a high class issue. People having the Christmas present. So that's, you know, the pipes don't worry about that. Let me ask you, let's think like the Chinese Communist Party for a moment. What does China think of the fact that America can't unload its cargo ships? The Chinese have contempt for us. They think they can take us. We just published an a four times an excerpt from a book by Chinese economist used to be the chief economist of the World Bank Chicago university PhD. Who says, look at history. Look at the United States versus England at the end of the 19th century. The English were lazy complacent and the United States come from behind, took them out and ate their lunch. That's exactly what we're going to do to the United States now. We've got the people. We've got the supply chains. We've got the technology. We've got the will to do it. America's lazy and feckless and their right for the

China Mark Billy Deng Xiaoping Joint Chiefs Beijing David Goldman Jen Psaki Nato Xi Jinping Chinese Communist Party America Army Millie Asia World Bank Chicago University David LA England
Students in China Are 'Crushing It' Academically

America First with Sebastian Gorka Podcast

02:38 min | Last month

Students in China Are 'Crushing It' Academically

"We had some wonderful supporters of the show, callers listeners who gave a very large donation to one of our charities last year. So we invited them here to have lunch with me. They came into the studio last week. And I didn't know anything about them upset their great supporters. They just returned from four years in China, where they were running an international school day. It's a bit like, you know, the Soviet Army, an international school has to have a Chinese headmaster and a western headmaster. This lady was the western principle and her husband was one of the teachers. And she told me this story her students were just absolutely to use the vernacular crushing it academically. And they were traveling to Oxford in Cambridge, being given scholarships going to the best schools, all of them getting the best grades in the stem subjects. None of them started the humanities. It was all biology, mathematics, engineering, and so forth. And they just dominating the global academic environment. Isn't that indicative? It's not Parton parcel of this worldview that the current regime has and how the people beneath the regime are gobbling up global assets. 11 million Chinese kids take the college entrance exam each year. That's a gaucho. 50% of them are going to get university places. In other words, the Chinese government sets the threshold for failure at 50% because they know that's going to give the maximum motivation to their kids. And they work their hearts out for years, only half of them will pass. That is a brutal and ruthless meritocracy. The devil takes the hindmost. Here, we can't tolerate failure. Every kid's got to be above average. Everyone's equaled some are more equal than others, and we people who have a political lobby behind their particular ethnicity or sexual orientation. And whereas the Chinese tend to major as you said, in the stem subjects, take the toughest stuff, only 7% of our kids take engineering. We graduate 40,000 mechanical engineers a year. That's why Tim Cook says he can't build an iPhone in the United States. So the Chinese think the world is going to be there. They're on all of what the United States used to be. And they want to be the United States of 1890 crushing Britain and eating Britain's

Soviet Army Chinese Government Parton Oxford Cambridge China Tim Cook United States Britain
Arizona Attorney General Mark Brnovich Brings Lawsuit Against ASU

The Charlie Kirk Show

03:01 min | Last month

Arizona Attorney General Mark Brnovich Brings Lawsuit Against ASU

"Okay, so now I want to get into where you can talk a little bit more about this. Is that right? Yes. Yes and no. I mean, we should preface this with well, let me preface it for my personal opinion. I think colleges are ripping people off. Yes. I think it's become a legalized scam for a lot of young people and you and I kind of hit it off when you started to say, well, Charlie, you don't understand what ASU has been doing. And so this is kind of like the third rail in our office here because we have so many that went ASU and they have some sort of loyalty to it. You want ASU to support a sun devil. There you go. And so for me, I just think they're ripping people off, families are going into debt and it's not right. The floor is yours. Walk us through what you're doing from the attorney general's office. This issue. And let me just preface this by saying that in the difficulty is, look, I literally the university and their law firm Perkins cooey his father more than 200 page bar complaint against. And people don't know that. And even my own lawyer has told me not to talk about it. I've been told not to talk about the subject, and that's why just this past week, the state Supreme Court accepted one of our cases for statesmen court on one of our lawsuits against the university sweetheart real estate deals. They accepted that case, and so then you get folks at me as you criticizing a saying stuff, but I'm not allowed to say anything because I can't I'm a lawyer so they file bar complaints every time I say anything can I say something about that though, which is that this is exactly what they do. Anyone up and down the conservative ladder and I know you have to be careful commenting on this for obvious reasons, but they go through the politics of personal destruction. Yeah. Like, you start to investigate something we don't like. We're going to use Perkins cooey or whatever coy, which is Hillary Clinton's like favorite law firm, by the way. Alongside, you know, the other one she used to use all the money that the dossier but Facebook uses Perkins, you know, Goldman Sachs does all of them to try to go after you to try to suppress you. And that means you're doing something significant. Well, I'm going to tell the folks from the university and from Perkins cooey. That means we're going to have to listen its entire podcast. We're going to have to listen to this because this is what happens. They listen to me whenever I talk about them, and then all of a sudden there'll be some things like this on, you know, this show would ever. So I have not actually talked about this for a long time. So thank you for letting me talk about this because I feel like it's been before and so this our lawsuit actually began or my fight with the universities began. And I didn't want. I mean, you've done amazing job amazing work exposing the hypocrisy and the left wing bias universities. I did not feel folks like you were doing it. I did not want to become this anti whatever higher education person, but what happened was we were involved in litigation is all started. The universities, here in Arizona, we're giving in state tuition for people that didn't have legal status. So we literally in 2017 went to the Court of Appeals we won. Three nothing at the Court of Appeals because voters in 2006 in Arizona had approved a ballot measure that said, if you do not have legal status, you can not get in state tuition. Period,

Perkins Cooey ASU Charlie Supreme Court Hillary Clinton Goldman Sachs Perkins Facebook Court Of Appeals Arizona
"goldman" Discussed on Encyclopedia Womannica

Encyclopedia Womannica

02:19 min | 2 months ago

"goldman" Discussed on Encyclopedia Womannica

"Ammos. Commitment to freedom of speech was inspirational to many in fact the founder of the american civil liberties union roger baldwin credits emma for motivating him to dedicate his life to the principle of freedom. America drifted closer to entering world war. One emma became outspoken in her opposition to the war. In one thousand nine hundred seventeen. She was sentenced to two years in jail for conspiring against the draft. When her sentence was up the us deported her. To soviet russia for years emma had held up russia as the template revolution when she arrived she was dismayed to find. It wasn't the utopia. She thought it would be so. She started writing essays about the failures of the russian revolution and the tyranny of the bolshevik regime a writing alienated many of her former allies. After two years. Emma left russia and moved to france. There she wrote a one thousand page autobiography called living my life which revealed the breadth of her political interests. In nineteen thirty six. At the age of sixty seven emma was reinvigorated by the rumblings of a new anarchist revolution. This time in spain she do back into political action helping spanish. Anarchists fight against fascism in the spanish civil war four years later in may of nineteen forty. I'ma died of a stroke. It was only after her death she was allowed back in the. Us body was buried in chicago near the graves. Belabor activists who had inspired her to join the anarchist's caused so many years prior till the end of her life. Emma goldman fought tirelessly to build a world that she believed in without worrying about the risks. All month we're talking about troublemakers and billons for more about why we're doing what we're doing. Check out our newsletter. We'll manica weekly special. Thanks to lose kaplan my favorite sister and co-creator as always. We'll be taking a break for the weekend. Talk to you on monday..

emma roger baldwin russia american civil liberties union America Emma france Belabor spain Emma goldman stroke ma chicago kaplan
"goldman" Discussed on Serve to Lead | James Strock

Serve to Lead | James Strock

03:12 min | 2 months ago

"goldman" Discussed on Serve to Lead | James Strock

"I wanna make sure that america is big enough and smart enough and looking forward enough to be able to have say texas in california but only coexist but prosper and make the whole country better. What does that mean for. The leadership approach a president should seek to instill in the country today. So my advice would be somewhat counter intuitive. So almost all. Recent presidents appeal to Unity and solidarity in ways that are surprisingly similar for a piece. I published recently in reason magazine. I looked at president biden and president trump's inaugural addresses and they actually say almost the same thing about about these these matters and it didn't work in either case as as we know. President trump was not particularly popular. When he was elected biden was briefly. A little bit more popular. But he seems to be descending quickly to a comparable level of unpopularity. So i would. I would advise presidents not to pretend that there is more unity and cohesion than there than there really is but rather to say. Look we disagree on a lot of things in a vast country with an enormous number of people. That's okay as your president. I am going to focus on discharging a much more limited number of tasks which are outlined by the constitution that can only be managed from this office and for the rest. I want you in your states. And i want your representatives in congress to try to figure it out for themselves now. I'm not totally naive. I don't think that would work. That would work overnight but we have learned over recent decades that presidents cannot bring about cohesion and consensus merely by uttering magic magic words. So my instinct would be maybe to try a different strategy. Lot of people here in this would go back. I'd argue at least thirty years at this point and certainly both of the legacy political parties that when they talk about unity. They're generally talking about submission to their point of view heavily respectful. That's right when when when most people talk about unity they mean everyone should agree with me. That's that's obviously not a sustainable of political situation. But it seems what we've been saddled with from who were producing as president in recent years. Let me ask you this. Samuel goldman you same. I think it's fair to say and this is not to only simplify your very nuanced views..

reason magazine president biden president trump President trump biden texas california america congress Samuel goldman
"goldman" Discussed on Serve to Lead | James Strock

Serve to Lead | James Strock

04:24 min | 2 months ago

"goldman" Discussed on Serve to Lead | James Strock

"Was inconceivable to him as as a frenchman where there was at that at that moment one official church and at different periods in subsequent friendship street nearly served this dominant church that you could not only choose for yourself. What church or other religious community to attend but that people were establishing as he thought in invent king whole new religious traditions and religious communities so that individualistic voluntaristic quality is not something new. What is new. I agree with. You is the technological condition that not only makes it easy to declare yourself in all of your individual particularity and then to seek out people who agree with you but also makes it easier for you to withdraw from the people that you live with ian in person So in a certain way we are becoming both more and less pluralistic at the same time more pluralistic because there is an ever expanding array of lifestyle and identity auctions but less pluralistic because you can create a sort of bubble or chosen community where you only have to live with or deal with or hear from people who already agree with you. And that's that's a very difficult situation to be in could argue that the capacity to have the separate identities is dependent upon shared national identity. At least insofar as other people are expected to respect those choices. Well at a at a certain at a certain point of diffusion or pluralism common institutions. Really do break down. And the possibility of coherent government begins to be foreclosed and a lot of people are worried about that right now and. I don't think that's a crazy thing to worry about that said. I don't think that we are there yet. And that's partly because when i compare today's conditions with those of the past i looked to periods like the early twentieth century. That look a lot more similar. Rather than the interlude of cohesion and solidarity in the middle of the twentieth century which i think was exceptional and cannot be repeated. But i also think that we have at our disposal a legal and institutional devices that can help us with this and one of the most important is federalism which is of course built into the constitution and is supposed to allow different states to legislate in ways that reflect the different interests and preferences of their populations so. I don't think that it's altogether an accident that we see both. The proliferation of particular identity is and increased political polarization as we depend increasingly on the national government and especially on on the executive branch on the white house to address the vast majority of our political problems. That's that's an expectation that our national government and especially the presidency is just not set up to meet so let's say that a president had the good fortune and was so well informed that he or she knew to call in samuel goldman to say Professor goldman i am really concerned about national identity..

ian national government white house samuel goldman Professor goldman
The Biden-Harris Administration Is the Root Cause of the Immigration Crisis

Mike Gallagher Podcast

02:01 min | 2 months ago

The Biden-Harris Administration Is the Root Cause of the Immigration Crisis

"The vice president of the united states. The borders are. She's the one that biden tasked with fixing the border while she's doing a heck of a job isn't she vicious what she's upset about what. I saw depicted about those individuals on horseback treating human beings the way they were four and i fully support what is happening right now. Which is a thorough investigation. Into exactly what is going on there but human beings should never be treated that way. And i'm deeply troubled about it. The whole point is that we have to understand eighty. I mean talk about a country that has just experienced so much tragedy that has been about natural disasters and we really have to do a lot more to recognize that as a member of the western hemisphere. We've got a support. Some very basic needs that. The people haiti have to get back. This is like right out of a comic book or a movie or or a novel about an inept comical agreed ously corrupt administration. You're gonna be. You're going to investigate the border patrol agent on the horse. Why don't you are you. What are you still looking for. The root cause of the problem carmela. Are you still looking for that. She's a little bit like oj. Simpson looking for nicole's killer on the golf courses of las vegas. He's still on that search. You know for the real killer of nicole. And ron goldman. Well that's common. She's still searching for the root causes of this immigration crisis. Emam you to look at the root cause look in the mirror. The biden harris administration is the root cause of this

Biden United States Haiti Carmela Nicole Simpson Ron Goldman Las Vegas Golf Biden Harris Administration
A highlight from Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.

The Drill Down

01:25 min | 2 months ago

A highlight from Ep. 97: Origin Materials Co-CEOs John Bissell and Rich Riley, Laureate Education, Aerie Pharmaceuticals, GreenSky, Goldman Sachs.

"Like Athletic jersey from nike or adidas or something is often a typically polyester jersey in. That's after these axiom materials. So the polyester is the same as the serve and when you use our technology to make that he t it's exactly the same stuff sandy but it has a way lower separate is functionally meant to be as functionally the same. It is it is exactly the same in fact if you gave it to a lab to go analyze it you'd have to. You'd have to get beyond the electrons into the nucleus to understand that it came from a different source. It is exactly the same house apostle yes. That's the magic of sort of chemistry Is that as long as you arrange the atoms in the right configuration than you get the same thing on the other side and so without getting into all of the nitty gritty on it essentially the chemical transformations that we do and able to make the same stuff that you make from trillion but we make charting with that with would feedstocks instead and the trick with that kind of thing. Is you know we joke. Sometimes in the industry the you can make anything out of anything. The question is can you make economically and so in our case It's not surprising to most people in the industry that you might be able to make the would that surprising things you can do it so economically and that sort of our trek will. I would seem

Athletic Jersey Adidas Nike Jersey
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

02:43 min | 2 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"And so we're kind of <Speech_Female> tracking a lot in <Speech_Female> our investors <Speech_Female> position in their <Speech_Male> portfolios <Speech_Female> only across <Speech_Female> capital structure <Speech_Female> but also within <Speech_Female> equities domestically <Speech_Female> in in the <Speech_Female> states but also internationally <Speech_Female> as <Speech_Female> signals in terms of <Speech_Female> their risk appetite. <Speech_Female> So there's a couple <Speech_Female> of macaroni <Speech_Female> more of the technical things that <Speech_Female> were certainly tracking <Speech_Female> not that we <Speech_Female> are concerned <Speech_Female> in any way shape or form about <Speech_Female> them mortgages <Speech_Female> that these are things <Speech_Female> that we want to make sure <Speech_Female> that we stay on. Top <Speech_Female> of in terms <Speech_Female> of tracking <SpeakerChange> <Silence> investor mindset <Speech_Female> then even <Speech_Female> beyond institutional <Speech_Female> investors. You <Speech_Female> know what about the <Speech_Female> retail investing <Speech_Female> space obviously <Speech_Female> until <Speech_Female> recently <Speech_Female> the institutional <Speech_Female> investors have <Speech_Female> typically bought up the <Speech_Female> lion's share of an <Speech_Female> ipo. <SpeakerChange> But is <Speech_Female> that now. Changing <Speech_Female> it reached l. <Speech_Female> In the past eighteen <Speech_Female> months has been a tremendous <Speech_Female> force <Speech_Female> within the market. <Speech_Female> Not only and as we <Speech_Female> know the broad market <Speech_Female> in terms of fanatics <Speech_Female> and trading but <Speech_Female> also kind <Speech_Female> of a follow one buyer <Speech_Female> in many ways within <Speech_Female> the ip space. <Speech_Female> So we're <Speech_Female> focused on is twofold <Speech_Female> one trying <Speech_Female> to get the best <Speech_Female> understanding of the psyche <Speech_Female> of broad <Speech_Female> retail investor <Speech_Female> base. What type <Speech_Female> of assets <Speech_Female> willing to kind of deploy <Speech_Female> capital and track <Speech_Female> with the ios <Speech_Female> but also <Speech_Female> thinking about <Speech_Female> the retail investor <Speech_Female> for <Speech_Female> issuing clients <Speech_Female> and. How can we <Speech_Female> harness that type of <Speech_Female> demand to <Speech_Female> really think about another <Speech_Female> an immediate <Speech_Female> of distribution. <Speech_Female> And so <Speech_Female> i think most <Speech_Female> people would <Speech_Female> agree that the retail <Speech_Female> investor is going to <Speech_Female> remain. You know berry <Speech_Female> active with inequities <Speech_Female> and we <Speech_Female> continue to learn <Speech_Female> and track <Speech_Male> more in <Speech_Female> terms of their <Speech_Female> flows and focus <Speech_Female> as a broad <Speech_Female> universe of investors. <Speech_Female> But i don't <Speech_Female> think in any way shape or form <Speech_Female> that it's gonna go away. <Speech_Female> And i still <Speech_Female> think you're gonna see <Speech_Female> very broad distribution <Speech_Female> in the ipo space <Speech_Female> across <Speech_Female> all different types <Speech_Female> of investors whether <Speech_Female> it's institutional investors <Speech_Male> or retail <Speech_Female> investors <Speech_Female> across the board. <SpeakerChange> <Speech_Female> Thanks so much <Speech_Female> for joining us at <Speech_Female> what is obviously <Speech_Female> a very <SpeakerChange> busy time <Speech_Female> for you. <Speech_Female> I was my pleasure. Thank <Silence> you so much. <SpeakerChange> For having me <Speech_Female> back includes <Speech_Female> this episode <Speech_Female> of exchanges goldman <Speech_Female> sachs. Thanks <Speech_Female> for listening and if you <Speech_Female> enjoyed this show. <Speech_Female> We hope this as five <Speech_Female> on apple podcasts and <Speech_Female> leave a rating comment <Speech_Female> this podcast <Speech_Female> for the on <Speech_Music_Female> <Advertisement> september tenth. Twenty <Music> twenty one <SpeakerChange> <Music> <Music> <Music> <Music> All price references <Speech_Male> and market forecasts <Speech_Male> correspond <Speech_Male> to the date of this recording. <Speech_Male> This <Speech_Male> podcast should not <Speech_Male> be copied distributed <Speech_Male> published or reproduced <Speech_Male> in whole <Speech_Male> or in part the <Speech_Male> <Advertisement> information contained <Speech_Male> in this podcast does <Speech_Male> <Advertisement> not constitute research <Speech_Male> <Advertisement> or recommendation <Speech_Male> <Advertisement> from any goldman <Speech_Male> sachs entity <Speech_Male> to the listener neither <Speech_Male> goldman sachs nor <Speech_Male> any of its affiliates makes <Speech_Male> any representation <Speech_Male> or warranty <Speech_Male> as to the accuracy <Speech_Male> or completeness of <Speech_Male> the statements or <Speech_Male> any information contained <Speech_Male> in this podcast <Speech_Male> and any liability <Speech_Male> therefore <Speech_Male> including <Speech_Male> in respect of <Speech_Male> <Advertisement> direct indirect <Speech_Male> or consequential <Speech_Male> loss or

berry goldman apple
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

04:57 min | 2 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"This is exchanges at goldman sachs and i'm alison nathan a senior strategist and goldman sachs research. Today we're going to look at the surgeon equity issuance end. What promises to be a record breaking market for. Ibo's this fall to do that. I'm joined by lizzie. We'd global head of the equity capital markets syndicate desk in our investment banking division lizzy. Welcome to the program. Thank you for having alison. So to start off lizzy set the stage for us. Give us a sense of overall equity issuance this year and where we are as we head into the fall wonderful well. The market is certainly open. And we're really excited about what will be very active september but also very active q four of two thousand twenty one. I guess to put some context around issuance. Volumes on a global perspective street-wide issuance year. Today is just north of a trillion dollars to put that in perspective. That's up thirty nine percent versus where we were this time last year in two thousand twenty and in fact or very close to the record breaking global issuance volume record which was one point. One six trillion that occurred full year of two thousand twenty. So clearly we're tracking very well in terms of absolute issuance levels for two thousand twenty one. So what is that. Look like by region every region is obviously up on the year and up substantially. So if you look at america's for example america's issuance stands just shy of four hundred fifty billion dollars. That's up about thirty five percent year over year. If you look at e e mia issue and stands just north of two hundred billion dollars year to date. That's up about fifty six percent your ear and if you look in the asia region asia issuances at three hundred sixty five billion which is also up about thirty five percent ear every year and so it's really encouraging to see issuance volume continue to increase. Not only by region but also by product by described street-wide issuance volume that's inclusive of ipo's marketed. Follow on's convertible offerings and registered blocks. So now that we're all back at work brian. This september calendar. How is the fall shaping up. We're really encouraged in terms of the backlog that we're seeing for september across all products and regions and so. Let's just take america's as a very quick example for you. September of two thousand twenty in the americas region was the most active september in history at fifty one billion dollars this.

alison nathan goldman sachs research Ibo goldman sachs lizzie alison america asia ipo brian americas
Holocaust Survivor, Scholar Awarded $815,000 Balzan Prize

AP News Radio

00:52 sec | 2 months ago

Holocaust Survivor, Scholar Awarded $815,000 Balzan Prize

"An Israeli French American Holocaust survivor and historian and a U. S. scientist specializing in got bacteria are among the recipients of this year's battles and crises recognizing scholarly and scientific achievements Seoul Friedlander was awarded the prize for Holocaust and genocide studies the Pulitzer Prize winner and macarthur fellow eighty eight year old Friedlander has taught widely in the U. S. took Telavi view diversity he was recognized for examining the persecution of all Jews in Europe then beyond the country focus studies that had preceded him I'm for making postal documents acceptable in scholarly practice while Jeffrey Goldman from Washington university in St Louis who's to wilted about St for founding the field of human microbiome research I'm Charles to this month

Seoul Friedlander Telavi Pulitzer Prize Friedlander Macarthur U. Jeffrey Goldman Europe Washington University St Louis Field Of Human Microbiome Rese Charles
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

07:26 min | 3 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"This is exchanges at goldman sachs and i'm alison nathan a senior strategist research for this week's episode. I'm delighted to welcome back. John hutsi as the firm's chief economist and global head of research to discuss the economy takeaways from jackson hole and his us on economic growth and inflation. John welcome back to the program. Good we on so. Let's start with last week's fed conference in jackson hole. Wyoming which is of course a closely-watched annual meeting held by the kansas city fed. What were your key takeaways from the conference and did anything. Chair powell says surprise you not much no. It was pretty much in line with what we thought coming out of the minutes of the last ever eating in july. I think if you take what jabil said and what we saw in the minutes there too key points about the timing of tapering of asset purchases. One is that they want to get started this year. Which basically means that. They probably after announced by november and number two. According to the minutes they will provide bounce notice of date ring which basically means that they can't really announce it in september so that really only leaves the november meeting. Obviously that change. If we saw shifts in the economic outlook something very negative happening would be delayed of course bottle. Baseline is the will get a november announcement and the december star today bring. It's a little bit less clear how quick the tapering would occur. We haven't gotten as much indication about that. Baseline is they reduced purchases by fifteen billion dollars or meeting so we start from one hundred twenty billion of meeting that were basically. Take them down to zero apowa next year. They are some people who won't go faster but that still an open debate and ultimately we think it's probably going to be something more like fifty billion that would then mean that spy the fourth quarter of next year you could in theory star to hike rates. They're not going to be hiking while tapering jew. We bought for that. You would probably need to see significantly higher inflation and somewhat stronger role than what we have in. All forecast saw in all four counts. It takes until maybe third quarter of two thousand twenty three before you get the first rate hike. That's much want certain and depends on the economic outlook and what we see in the numbers. So let's talk about growth you've had strongly above consensus call for us growth for much of the year but you've recently taken your forecast down. What's behind those provisions and do they market important shift in growth expectations. I think it's always important when there's a change in direction. I'm there is a change in direction and drums of both where we are relative to the consensus partly on the back of our downward revisions and we've taken two thousand twenty one down by about a percentage point. We were seven or little above seven when all at six percent. That's one shift on net. The consensus has been revised up in two thousand and twenty one so far. So that's why would not a little bit below the consensus. And if you look at the sequential pace of growth. We now think that the peak is probably behind us and that's true for the quarterly. Gdp numbers just about. It's also true for the business. Survey's i think both have probably seen the highest levels and probably going to decline from here and that's always going to be an important shift for markets. What are the drivers of the shifts that we've made. The main driver really has been virus related the rebound in virus cases in the. Us has been certainly bigger than we thought several months ago. The impact on activity has still been reasonably limited. But there has been some impact we've seen somewhat more as the delta wave as progress and you know it's probably just going to take longer especially in the service sector four activity to get back. We already saw some signs that for example. The return to office was pretty slow. Even during the period when enthusiasm about vaccinations was probably at a peak and with this renewed setback. of course. you've got to believe that. It's going to take even longer and rebuild that in awe forecast a little bit more than the other thing i'd say is yom downgrade that we've made to our numbers we've always had a pretty subdued growth forecast in the second half of two thousand and twenty two basically because of the payback for the very large amount of fiscal supported. That we get thousands and twenty. Once we've only got one and a half to two percent sequential growth in the second half of next year. That's not a change. But obviously as we're moving closer to that it's also becoming more relevant for markets and for policy makers and what about other countries outside of the us. We've also been downgrading forecast there. So what's driving the weaker growth elsewhere in some places. I mean mainly in asia. We really haven't made significant changes elsewhere. But in asia we've taken by china most importantly on the back of the delta outbreak. Rake and you know much smaller numbers than in the us and drums of virus cases. This is a very small fraction but china's still trying to achieve basically zero colbert. And that's meant some pretty significant restrictions on activity in the service sectors that we now think that third quarter sequential growth is probably only going to be something like one and a half percent annualise. that's come down significantly. We do think that as the numbers in china have also improved again. As far as virus cases are concerned it will be significant. Rebound policymakers up providing support. But nevertheless it's going to leave an imprint in the annual number so a few tense lasts and drums of growth. Not eight and a half percent but maybe eight point two percent eight and a quarter percent those kinds of numbers than we've had some pretty significant outbreaks elsewhere in asia while more serious in southeast asia and with very bad health outcomes and of course they are economic consequences as well and then australia also some significant lockdowns soul. It's all been very much colder related and you know. The news has just been worse than we had expected in them. What we had built into our numbers. Europe continues to do pretty well despite the renewed outbreaks. We still think that european recovery is progressing quite well. Uk continues to progress pretty well. Despite the relative behind numbers are not in america. The virus numbers actually have been generally better. And that's also showed drouin somewhat better economic numbers so you know you look around the world there. Lots of different sort of trends and lots of different elvira situations and economic consequences from that. So it's no longer quite as synchronized on the upside on the downside as.

alison nathan John hutsi Chair powell jabil goldman sachs Wyoming kansas city jackson asia John china us
The Return of Evictions in the U.S.

Axios Today

01:58 min | 3 months ago

The Return of Evictions in the U.S.

"The first time since march twenty twenty most american renters can be evicted with the federal eviction ban. now over in the last few state protections set to end this month. It's really hard to know how many people this could affect. But the census bureau estimates four point seven million adults live in households where eviction is at least somewhat likely in the next two months meanwhile goldman sachs estimates seven hundred and fifty thousand households could face eviction by the end of the year actresses chief financial correspondent felix. Salmon is with me for more hi felix. i hope so. We talked on the show a few months ago about how maybe fewer americans than many had thought would actually lose their this year. Has that assessment changed. Yes the supreme court case. I think came as a bit of a surprise. They basically said the. Cdc is not allowed to continue this eviction moratorium that they had and so now. That is no eviction. Mars horror this still illegal process. Any landlord has to go through in order to evict you and states have slow processes. The courts overwhelmed. It'll still take a while before people start getting evicted but it is now legally possible in the way that it wasn't just a week ago what government protections do still exist for people in more precarious housing situations right now. So it's changing rapidly. You know the new york state legislature is coming back to try and pas new rules extending protections now the federal protections on there anymore. I think other states are going to do similar things. I think it is just going to be much more case by case than it used to be. It used to be like this big federal blanket ban. And now it's just gonna be. You're going to have to talk to your lawyers. Who can have to also really work hard to try and work out whether you can access some of the federal funds which have been impact for helping out rentis declare. Easy thing is. That's probably more money earmarked for helping out renters than they is rent areas. But it's just very difficult to match. Those

Goldman Sachs Felix New York State Legislature Salmon CDC Supreme Court
Goldman Sachs AI Day Expectations

Tesla Daily: Tesla News & Analysis

01:47 min | 3 months ago

Goldman Sachs AI Day Expectations

"Robin our here. And today we're going to be talking about a couple of analysts. Updates one from goldman sachs about their expectations for a day. I think those are kind of helpful. Just to get a sense of what institutions are expecting for events like that then we've also got a bit of an update on that yuan. Musk source city. Trial some news out of china and a couple of stores as well bit of a tougher day for tesla again. Today though the stock did recover some in the afternoon ended up finishing down about three percent. Six hundred and sixty five dollars. Seventy one cents. The nasdaq was also down today. Nine tenths of a percent. So i know feels like a rough week for tesla. But it's been kind of a rough week for all automakers looking at a handful here you can see. Gm down six for instilling tests down about four and a half percent. Volkswagen in neo down seven percent expand down six percent average across the board of those down six percent so desolate spent a little bit worse. But not really all that much especially given the context of the nitsa investigation as the interest from that fades from earlier. this week. Everyone is going to be turning their attention to a idea of course scheduled for this thursday. It'll be five. Pm pacific time eight pm eastern time. I do believe tesla intends to livestream it. We don't have those details yet. But i think eli had previously said that they would though i can't find that tweet at the moment i'd be shocked if they didn't and also plan on live streaming as well so as i mentioned goldman sachs last night. Put out a note with their expectations for a day and in their introduction. They did note that this is going to be a purposeful recruiting event. So hopefully that stands from tesla has kind of cut through to most investors and. I think that really helps to keep expectations a lot. More realistic in terms of what was going to be talking about as goldman sachs. They expect hustle to talk about five key topics which they outlined in this note. I they say they expect us to discuss its. Ai neural net now strained. I would agree. That is something that we've heard tesla talk about both at autonomy day and then if you followed andrea carpathia presentations. He's talked a lot about those sort of

Tesla Goldman Sachs Robin Volkswagen GM China ELI Andrea Carpathia
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

08:08 min | 3 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"This is exchanges at goldman sachs and i'm als- nathan senior strategist and goldman sachs research in this episode. We're going to discuss. The impact of china's heightened regulatory scrutiny on the capital markets and the implications for investors to do that. I'm sitting down with my colleagues from the asset management business. Stephanie que- a shock ws and critique so fought. Will i turn to stephanie who leads goldman sachs's private equity business in asia with a focus on growth equity investments stephanie. Welcome to the program. Thank you alison to start us off. We've seen a series of regulatory changes in china that have obviously rattled markets. Can you. I just give us a sense of the nature of some of these changes and their significance. So two weeks ago there happened. Announcements that rattled the stock market. It started with the attack sector there. The government announced that after school tutoring for kids from takes twelve needs to turn nonprofit there were restrictions in capital raising for these type of companies appeals not allowed in important vestige should not make investments there so the purpose of that stated still lower cost and anxieties of tribe weary as shortly after that there were other announcements that were made the focus spans across different sectors and i would say areas in food for example cyber security specifically companies that have more than one million users need to apply for cybersecurity approvals before they actually can listen in another trumpster. Antitrust is another area. That people were looking at and so i think that flurry of announcements caused the market to be very jittery in the last two weeks so i have been investing in the region in private equity for the last twenty five years i would say over the years. There have been a lot of cycles that came through right. I remember the asian financial crisis ninety seven saws. There was of course the cfc's an in between the volatility. It was always constant. I would say this time around. It came fast. In terms of the regulatory changes announcement. It came quite broad and it came cereal in terms of you know every day every other day so it did cause people to pause and take a look at ed but that being said i would say this change is not particularly very different from previous ones. In the sense that there will be adjustments. That will be made and we'll learn and will grow from here so uncertainty but definitely opportunity go forth and so what are we. Seeing in terms of private investor flows our clients getting to reallocate funds away from china. How they responded because we're in the private markets. The reaction is not that start yet. We're seeing people hundred understanding learning but we're not seeing any dramatic reaction at this moment in time. I think fundamentally people still believe that china is a very important market is large is growing and that this is more adjustment targeting internally to quote a quick fix the economy so that it could be a long term sustainable but that being said interestingly you observe the public markets while all that volatility was coming in china in the last two weeks in india. We actually saw that. There were a number of early stage. Tech deals are getting you know very strong funding closing and also some of the debut of the public market trading tech companies. Were doing very well. So why would try to put into together and say it's from china into india. One concluded that way. But i would actually say that it makes people think were diversification of geographies and diversification of sectors and industries. And i think a lot of the private investors remain very focus. I would say the pipeline deals that we have been discussing whereas all the discussion still going strong. So has this changed your medium or longer term thesis behind the growth opportunities in the region so we are focused on four actors in terms of growth investments namely enterprise software. Fintech consumer in healthcare. And i do think that. The whole seem of digitization and hence enterprise software into it will continue infrastructure still needs to happen and bieber not going to go back on that so we continue to look into quality companies let by good management teams in those sectors and in consumer for gen z. The whole theme about them be more individual. Sustainable you know looking for products are quality rather than clutter. I think that will continue. And we just have to again overlay with the lens of what is good for society as we make these investments and by the way some of these sectors are new. So we have to expect that regulation slow catch up at some way and so that any of those coming through would not be a surprise and on healthcare. I think the key there is innovation new stuff which is good for society which helps make the people healthier. I think that always be a need for that. That's therapeutic gap is there and it will remain there so we will continue to look into that and the key i would highlight again is margin setter fair and sustainable and that's how we're gonna look at the sectors so you ask me today. I was so saying that those four sectors are sound good and hopefully the valuations will be more reasonable right. So what i'm hearing from you is. This really hasn't changed your view. On the opportunities in the region the sectors that feel the most compelling from a growth perspective but ultimately is just putting a different lens on it as well absolutely. There's one element that is constan. It has changed and from. Our perspective is understanding the change seeing the change and continue to look forward. But i do believe the size scale of the marketplace will sustain our investments going for us and i think it is the key question in the sense that you can we still see the type of growth and innovation that the region's been known for in the wake of these type of developments. What is your sense of that. For sure i think innovation economic rose jock creation. it's imperative it will continue. I would see this as adjustment for quality for social goodness in factional. For the last i would say two. Three years has been a lot of talk about she about diversity and i would see this as highlighting the s within the es gsi rights sustainability when we make investments now we need to consider increasing lay is good for society but what does it mean for. Quality is a good for the next generation. Now what would regulators think about these type of industries and it is imperative that we actually factor that in when we look at sectors industries and companies. So i think as market calms down by the way. We're starting to see a bit of that happening already. There will be renewed interest into the markets. And it's probably not a bad thing for the valuations to the adjusted because it was actually getting pretty hefty. I would say in the in the last call. Eighteen months so the market is beginning to digestive at this point and turtled looking ahead absolutely. Thanks so much for giving us. This insight stephanie. We appreciate you joining the program. Thanks a lot. Allison is a real pleasure when now turn to a shock you abuse who has collided. Emerging markets equities and procrustes afaat a fixed income portfolio manager to discuss the regulatory impact on equities and fixed income markets but shock and critique. Welcome to the program. So i start having us so. We just spoke with stephanie. About the impact of china's regulatory moves on private investor flows. What's public investors sentiment looking like in the wake of these developments and bassac your investor in china on the equity side. So maybe you can give us a sense of.

china goldman sachs research Stephanie que goldman sachs stephanie nathan alison cfc india asia government Allison
How to Detect Ransomware

Data Skeptic

02:04 min | 3 months ago

How to Detect Ransomware

"Hi kyle thanks for having me. My name is nathan monday. I'm appears candidate at university of florida. I worked in the floridians dude for cybersecurity. Research under professor mocked on uber and my specialization is in hardware security and we look into security solutions which can utilize machine learning so basically. We tried to love machine learning biz harbor security solutions where you said european students. Have you picked your thesis topic entitle yet so basically. I know what i'm supposed to do. The topic is not finalized yet so basically. I'm working on developing machine learning based a secure physical design solutions for side channel attacks. But that does not dispute but is about. This is about something but yeah. My dissertation will be on using machine. Learning to enable the physical design that can allow pre silicon based verification for the guide companies like intel synopsys and for the goldman chips and so on a. Let's very interesting. Maybe we could take a moment there before we get into the paper. That's not something i'm familiar with. Is this new cutting edge stuff for you. Just pushing it forward. So it's a new cutting edge stuff so you must be Fight channel bloomberg is like power side. there was a spectre and meltdown. Right which create a huge buzz because all the interlock addictions wounded. So basically what happens is like all the chips of john manufactured that is like a lot of engineering effort before it gets fabric. It right because once you get a chip. It's like fine lies. You cannot make any modifications to the hardware. So there's like a huge deal verification going on in the background like even before the chip gets fabricated by dmc global foundries right so doing that verification efforts. They tried to make sure that there are no hardware abilities in design right. Such that designers not vulnerable to power side china lizard fault injection attacks and so on

University Of Florida Kyle Nathan Goldman Intel Bloomberg Dmc Global John China
The Keys to Start Innovating in Your Business

The EntreLeadership Podcast

01:55 min | 4 months ago

The Keys to Start Innovating in Your Business

"I our conversation with brett. His nonprofit journey started with a trip that inspired him to think differently about housing and homelessness. Brad thanks so much for being with us today. How are you georgia great. It's an honor to be on with you. So you have an amazing story. You're a very accomplished person. Just reading your bio. I got tired. I literally it. Was you know cancer survivor. Y combinator graduate forbes. Thirty under thirty top one hundred most interesting entrepreneurs in the world by goldman sachs or speaker angel investor. What haven't you done. What is on the bucket list for you at this point. No dude it's a. I think. I just got started at a at a younger age. That was really just. Did you know out of college Starting a first startup that ended up failing. And so that that just gave me. I think an experience insight and Yeah the last last five years have been better but but yeah. It's it's still very early. So it's clear you've always kind of had this entrepreneurial bug in you but it wasn't always that you were you know this aspiring kind of business owner so talk to me about the story from you going on a life changing trip to haiti to go on all right. I'm not going to be a missionary. I'm gonna go be a business owner. What was that. like Yeah it's a great question. So i took a trip to haiti and It was actually for a for profit. Startup that i had and We were starting to give back a little bit of the money. We're making to a charity wasn't a lot. It was a little bit. And that's what put me on that trip. And then what. I saw was families living in extreme poverty without shelter. I mean just just horrible tents. And then when i came back george i didn't think i would start A charity necessarily in my early twenties. I always wanted to be more of a technology. Entrepreneur was kind of the the hope one day and so. I try to find other organizations that i could get really excited about and i could champion and i could really behind

Brett Brad Goldman Sachs Georgia Haiti Cancer George
Unqork's Head of Platform Strategy, Ken Gavranovic, on What Drew Him to Unqork

Code Story

02:45 min | 4 months ago

Unqork's Head of Platform Strategy, Ken Gavranovic, on What Drew Him to Unqork

"This is creation story at uncork uncork as a product is is the concept of enterprise software development often times different. Enterprises are building very similar software. In the second you write code. You've got maintenance and so the idea for encore was what if we can build the kind of enterprise grade building blocks so that you can build a repeatable no maintenance no dat solution and so that's kind of the fundamental course you can go in a what's the business problem trying to solve in. I'm gonna drag drop enterprise create solutions and build it and it's been amazing uncork stun prior to my arrival. You think about know in the in the middle of cove it you know. Working with new york city to deliver millions of meals to ta- customers or you think about bentley working with state so that they can innovate and deliver that relief to people. That really need it so kind of you know doing just doing good in the world and at the same time helping some of the largest enterprises around the globe build applications faster and more customer centric whether it be goldman black rock marsh. Liberty principal tremendous tremendous progress. So what i would say is to me. Uncork allows businesses to focus on their key differentiator and built quickly built enterprise applications that meet their customers needs so I've been involved in a lot of transformational things cryer jenny joining uncork iran product and engineering company called new relic which basically made sure that the internet works. Right has high quality solutions and i heard about unimportant. Where three things that really got me excited about it. You know as one. I'm a big believer. That culture matters and purposeful culture. And so i think leaders you know gary and team had really been purposeful in the culture that they were trying to do secondly something that would change the world because uncork is not only changing the way enterprises build develop maintained enterprise software but it's also making development more accessible right so not if you have the developer mindset. You could do it. And then third just a huge opportunity where i felt that the only question was who's going to drive this fundamental change in the way enterprises again maintain a build and develop software. So that's what brought me to uncork in. It's it's an exciting right. Have been here almost nine months. Now

Cryer Jenny Bentley New York City Goldman Iran Gary
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

01:54 min | 4 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"He could just take longer for global industrial sector to recover similarly or baseline view in the us on the labor market is quite bullish. We expect unemployment rate to fall from five four nine percents to the low four percents this year on the back primarily of the expiration of the generous federal unemployment benefit dope ups but also rising vaccination rates. It could take longer perhaps that there are more complex reasons why people are not back at work. People are potentially revisiting their priorities. Host endemic between work leisure money family health. And so i think a slower. Us labor market will go reasonable. Something i worry about him going to learn a lot in next month's by an from that ultimately it's just are there people to service the industries that had been lagging and if there aren't there could be a constraint on growth but we're expecting that to fate exactly thank you so much for the update dan. Let's hope we don't have another variant coming our way but we appreciate you being here. Thanks for having me. That concludes this episode of exchanges at goldman sachs. Thanks for listening. And if you enjoyed the show we hope you subscribe on apple podcasts. And leave a rating and comment this podcast recorded on august fourth and fifth twenty twenty one all price references and market forecasts correspond to the date of this recording. This podcast should not be copied distributed published or reproduced in whole or in part the information contained in this podcast does not constitute research or recommendation from any goldman sachs entity to the listener neither goldman sachs nor any of its affiliates makes any representation or warranty as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore including in respect of direct indirect or consequential loss or.

goldman sachs us dan apple
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

04:20 min | 4 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"This is exchanges at goldman sachs and i'm alison nathan a senior strategist at goldman sachs research. In this episode. we're going to discuss the delta variant and how the fast spreading virus is affecting the path of reopening and economic growth. More broadly to do that. I'm sitting down with my colleagues in research. Terence flynn in our healthcare group and dan driven from our economics team. When i turn to terence flynn who covers the us bio pharma sector gs research for his thoughts on the delta variant and vaccines terrence. Welcome to the program. Thanks so much else in really appreciate the invite so the delta variant seems to be driving yet another wave of corona virus cases. Obviously the news is dominated by the spread of it so just to start why is it delta variant. So worrisome sure so as most people know by now the virus changes over time and there've been a number of these different variants that have arisen over the course of the pandemic delta's obviously the latest one and the thing about delta is it's more transmissible so basically has the ability to spread much more rapidly and so for example when a person infected with delta they can infect a greater number of people than a person who is infected with one of the earlier strains of the virus. And for this reason. It's why it's become the predominant strain around the globe. This also means that you could become infected during a shorter period of exposure and so that really relates to the fact that delta leads to higher levels of virus and people so as a result even if you come in contact with someone who has the delta variant and you're not vaccinated. You could become infected over. You know a very short period exposure versus some of the prior strains of the virus where it might take longer for you to become infected so those are two of the reasons. The third one is essentially relates to something that relates to the vaccination so even if you're vaccinated people are able to spread the delta variant and that's a little bit different from before with some of the earlier strains of the virus where if you were vaccinated it was very unlikely that you would be able to spread the infection via eight symptomatic infections. So you know some differences here with delta and that's why there's such a big focus on it now and the reason why it's spreading so rapidly so what do we now about how. Well the current vaccine's hold up against the delta variant yet..

alison nathan goldman sachs research Terence flynn terence flynn goldman sachs delta dan us symptomatic infections
If You Don't Like The "Woke" Nonsense, Stop Using The "Woke" Banks

The Charlie Kirk Show

01:50 min | 4 months ago

If You Don't Like The "Woke" Nonsense, Stop Using The "Woke" Banks

"Look we all complain. About the woke industrial complex the woke marxist that are running our schools that are running media and yes also running our banks. You see like the real estate market. It's red hot tyler. He just sold his home and he said charlie. I've never seen the market so unbelievable. So maybe you want to go buy a home. Maybe they're taking advantage of low interest rates with all the economic uncertainty underway. People need to invest in real stuff. So here's a rule of thumb. We hear our solution based show. So if you don't like the woke nonsense stop using the woke banks. It's that simple. No more wells fargo. No more j. p. morgan no more goldman sachs no more big bank culture instead. I have these two great friends and they do a great job. It's andrew and todd andrew del ray and todd avakian. They love the lord. They are christians. They are honest. They are straight shooters and they are a mission to make sure that you guys can refinance but be told the truth. Look when i took out mortgages for the properties that i have. It was one of the worst experiences i've ever been through. Yes some of the people. Were very nice. But i could tell you. The bank itself was just so bureaucratic and hard to work with my producer. Andrew is working right now with andrew and todd to fight against the woke banking culture. And he tells me that they're part counselors part financial counselors planners. And they're really helping and so here's the thing andrew and todd our mortgage bankers they're not brokers that means andrew and todd and their team can take care of your loan personally from start to finish. You'll likely actually talked to andrew and todd yourself to right now. Maybe you're walking. You're like i want to refinance the home. Or maybe i'm under the process stop it no more wells fargo their funding a billion dollars. The belove inc drives me

Todd Andrew Del Ray Todd Avakian Andrew Tyler Wells Fargo Charlie Todd Goldman Sachs Morgan Belove Inc
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

03:57 min | 4 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"This is exchanges at goldman sachs and i'm alison ethan a senior strategist goldman sachs research. Today we're going to discuss. The in emanate activity. And what's in store for the second half of this year we're joined by stefan feld voice and mark sorelle the global co heads of mergers and acquisitions in the investment banking division here at goldman sachs stephan mark. Welcome back to the program. Thank you for having us. Look forward to you..

alison ethan goldman sachs research goldman sachs stefan feld mark sorelle global co stephan mark
Steve Bannon: 'Joe Biden Was Not Legitimately Elected'

The Eric Metaxas Show

01:50 min | 4 months ago

Steve Bannon: 'Joe Biden Was Not Legitimately Elected'

"Do you think happened is it just me. Does it look like the election was stolen. Because as an american there can be nothing more horrifying to me than the idea that we the people would have been murdered. That somebody decided. We don't care what you. The american people want in a leader. We've got another idea and we're gonna do what we can. I don't believe that that's true. But when i talked to people who know way more than i do they can give me. Chapter and verse. You seem to be someone. Also who is convinced. That joe biden was not legitimately elected. I don't want to believe that. But you believe that. I think the facts. I think the reason. I believe it goes the shows that i think. That's why you're getting to the bottom of it. In arizona in georgia benchley pennsylvania. Wisconsin i coming out of no h. b. s. autographs from hp was recruited by the toughest department goldman sachs mergers and acquisitions department. So i can do math. And i've talked to many prominent Guys around the world is mathematically impossible for joe biden of one now the proving those now the proving that with data in evidence. I'm a big supporter. We can't go forward to we get to the bottom of three november in get to the bottom of On lap when you saw those two parts of the equation right. What happened in on what happened to three november. We're going to gonna make progresses ohana that but there are a lot of pessimistic people often often conservatives and they go it's never gonna come out. They've got this. They wanna lose their sort of in the They have this idea that were the ba- losers but you and i were controlled opposition. What they are controlled. opposition was. That's mary justice workers. They're almost as dangerous as the

Joe Biden Goldman Sachs Mergers Wisconsin Pennsylvania Arizona Georgia HP Ohana
Does the Data Show the 2020 Election Was Stolen?

The Eric Metaxas Show

01:40 min | 4 months ago

Does the Data Show the 2020 Election Was Stolen?

"You said something earlier. I wanna go back to it. I i know. I said this on your program yesterday but i i. After the election. I was always asking people that i know are smarter than i am about about politics. What do you think happened is it just me. Does it look like the election was stolen. Because as an american there can be nothing more horrifying to me than the idea that we the people would have been murdered. That somebody decided. We don't care what you. The american people want in a leader. We've got another idea and we're gonna do what we can. I don't believe that that's true. But when i talked to people who know way more than i do they can give me. Chapter and verse. You seem to be someone. Also who is convinced. That joe biden was not legitimately elected. I don't want to believe that. But you believe that. I think the facts. I think the reason. I believe it goes the shows that i think. That's why you're getting to the bottom of it. In arizona in georgia benchley pennsylvania. Wisconsin i coming out of no h. b. s. autographs from hp was recruited by the toughest department goldman sachs mergers and acquisitions department. So i can do math. And i've talked to many prominent Guys around the world is mathematically impossible for joe biden of one now the proving those now the proving that with data in evidence. I'm a big supporter. We can't go forward to we get to the bottom of three november in get to the bottom of On lap when you saw those two parts of the equation right. What happened in on what happened to three november. We're going to gonna make

Joe Biden Goldman Sachs Mergers Arizona Wisconsin Pennsylvania Georgia HP
Blackhawks Acquire Goalie Marc-Andre Fleury in Trade With Golden Knights

Chicago's Afternoon News

00:20 sec | 4 months ago

Blackhawks Acquire Goalie Marc-Andre Fleury in Trade With Golden Knights

"Of the NHL's best gold senators, and raining visit Vezina Trophy winner Marc Andre Fleury, the Hawks making a trade with the Vegas Golden Knights. A statement from Hawks general manager Stan Bowman reads in part, quote. The entire organization is thrilled to have this future Hall of Famer on our team and his reputation of being an excellent teammate on and off the ice proceeds him. Eddie Goldman

Marc Andre Fleury Vegas Golden Knights Hawks Stan Bowman NHL Eddie Goldman
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

02:15 min | 4 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"Can you provide some insight into this growth trend in the family office. Space share and allison. I think i'll start by defining. As j because it's used all the time it stands for environmental social and governance investing and. It's certainly been on the rise for quite some time now. But i think recent events around climate issues social unrest and the pandemic have really amplified investor. Focus on the s g and family office interest in the space is really a combination of mission and value driven as well as a search for innovation and outside returns. And if we look at this year two thousand twenty one has been the strongest year on record for flows into espn investments and global es g funds have generally outperformed their category peers over the last ten years on a risk adjusted basis. This is according to morningstar and goldman sachs zone. Investment research and i think regulatory tailwinds are really key factor here and have reinvigorated. Espn focus from.

allison espn goldman sachs zone morningstar Espn
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

04:06 min | 5 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"And our shareholders we in the investment banking team have newly created a decarbonization group that ultimately is meant to be the entry point for our clients as well as their newly changing commitment specifically in space and who are also looking for solutions to meet their own net zero targets. I think what's interesting about this right. Is that like any company like goldman sachs were trying to figure out our own path towards carbon neutrality and now tonette zero. We learned a lot in that process. We learned a lot about how to set up the goals themselves. What is appropriately aggressive. We've learned a lot about how to ensure that our es g and our carbon emissions story is consistent with our own corporate strategy and that its core to our business and then also you know how to disclose that to the market. I think in that whole process we have now thought about. We've been through that process. How can we help. Our clients go through that process right and so it obviously makes sense for our own decarbonization group now within the investment bank as we start to advise and support clients in their own targets for carbon reduction for cindy for example. Who did it for goldman to now. Help advise our clients in terms of how to get there and so what sectors are most active in these efforts. Yeah i would say elson ultimately. It's really the carbon intensive sectors right. The majority of the activity has really been driven by large tech as john had mentioned the likes of apple. Google microsoft who've really been very innovative in a lot of the structures that they have brought to market and some of the targets ultimately microsoft was the first to come out with their own carbon negative goal. Which is a new term that ultimately they'd coined and followed very closely with by this onslaught of just net zero targets. But we've also seen just a tremendous uptake in heavy industry as well as the transport sectors following big tech and so over four hundred companies now across some of the largest greenhouse gas emitting industries from shipping to steelmaking have now all come together to decarbonise not only their own operations but given that they are in numerous supply chains as well to be able to bring down their missions by twenty fifty euros. Interesting people off and say well obviously big tech. I've been the leaders and decarbonization because they have the liquidity and balance sheets to focus on it right and thinking through innovation so for an example..

goldman sachs elson microsoft cindy apple Google john
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

04:02 min | 5 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"Weaker at some point in the future because of this. This is a matter of great debate. We believe it has pulled forward demand. We think that those statistics just throughout or pretty informative that you've seen no growth in these categories for years and yet all the sudden we've seen an incredible amount of growth. I think that we believe that doubt. Full hoard may attenuate over time as opposed to just immediately drop off in a binary way. So there's a little bit of debate in our minds about how fast this attenuates but whether or not at attenuates i think we have put forward quite a bit of demand and we'll see somewhere out in the next eighteen months of fall off of demand as consumers move their spending to other areas like going on vacation for example. So what's the outlook for the sector. All will overall we think for consumer electronics. The outlooks pretty poor. You know right now. We're seeing incredibly high demand that'll be followed by a period of weakness as normalized and then we'll come out the other side of that to a more normal world but that may not happen for a couple of years. We haven't talked about the it hardware part of this. The servers compute storage networking all. Those products are probably going to be a little bit higher demand particularly think campus networking and things that enabled to zoom calls and all kinds of other digital interaction on campuses. They go back to offices will be in high demand. Some companies like cisco for example should benefit from that. Actually let me just clarify that so at least zoom in the rear view mirror a little bit. So why do you think the sectors will benefit. We're moving to a little bit more hybrid way of working in my mind. I think all of us want to be back in offices. All of us see a lot of benefit to being together. Personally i know that we in san francisco's goldman sachs. San francisco office have opened up more and we all saw each other last week. Which was great. I think that at the same time people learn that these technologies can be leveraged for greater efficiency. Where when we're traveling people will be working from home a little bit more those times. You wanna be able to integrate people in the office with people that aren't in the office and zoom. We've all learned a great way to do that. But we need to enable that in the office we need greater network capacity to support all this video traffic it loads networks substantially more than boys. So that's the reason that we think these technologies are going to be really in demand the next couple of years by companies trying to make sure that can work in the office. Say where does it hold. It does feel like the future. Work is evolving here. And some of what we've seen will persist. Thank you so much for joining us today. Rod charles and length pleasure that concludes this episode of exchanges at goldman sachs. Thanks for listening. And if you enjoyed the show we hope you subscribe on apple podcasts. And leave a rating and comment. This podcast was acquitted the week of june twenty-first.

last week cisco Rod charles today june twenty-first of years months San francisco next couple apple san francisco next eighteen
"goldman" Discussed on Exchanges at Goldman Sachs

Exchanges at Goldman Sachs

07:45 min | 5 months ago

"goldman" Discussed on Exchanges at Goldman Sachs

"This is exchanges at goldman sachs alison nathan of goldman sachs research. Today we're going to explore the global chip shortage and why it's causing major real world consequences to do that. I'm joined by three of my colleagues and goldman sachs research to she a hurry. Could i use our and rod hall. Will i turned into a shia. Who covers the us. Semiconductors sectors for us to shiite. Welcome to the program. Thanks having me also does she. These semiconductor chip shortage is impacting. So many industries were seeing nearly daily stories about industry. Being disrupted by rewind the clock for us and describe how the industry got to this point. Sure so if we rewind the clock too early twenty twenty the semiconductor industry had just gone through a prolonged downturn germ primarily by inventory corrections light chain and in our view was on the verge of a cyclical upturn but then kobe hit in the spring and the knee jerk reaction on the part of the customers of the semiconductor companies that we cover was to reduce or cancel orders in anticipation of weaker demand environment. What transpired immediately post. The emergence of covid and during the pandemic was very different though. And if anything the complete reverse happened in minneapolis nations. Many of us working from home learning from home went out and bought things. Pc's game consoles wifi router and demand for cars increases. Well as people moved the suburbs and avoid taking public transportation on the supply side of the equation not only did the suppliers step on the breaks when customers reduced or cancelled orders but the lockdown measures that were in place across many regions. Made it very difficult for the supply chain to react and to increase production and furthermore there have been a number of executives events or natural disasters for example the winter storm in texas earlier this year that have been destructive to supply recovering over time so in a nutshell alison. The shortage has been caused by a combination of better than expected demand and also very bumpy recovery on supplies. You mentioned some reasons. Why supply is taking so long to respond. But it's been over a year now. So what explains that length of delay of course so it does take a very long time for semiconductor companies to increase output. It takes time to purchase the tools it takes time to install the tools and the actual manufacturing. The chips takes a couple of months as well to give you some context for a front end. Wafer-processing tool elite times can be as long as six to nine months sometimes longer installing and testing the tools before going into mass production can take several weeks or a couple of months. Depending on the factory and the actual production of semiconductor joke can be as long as four months depending on the device. Type so assuming. Many companies in the industry came to the realization that there was going to be a severe of chips in late. Twenty year early. Twenty twenty one and placed orders. Then there likely accepting delivery of those tools just around now or sometime in q three and would have access to the actual only in q four and this is all assuming that a company already had the space and the cleanroom place to the extent accompany is starting from scratch or applaud land. It would take multiple years as opposed to multiple quarters. So when do you expect the situation to get better. We do think peak shortage is in q two so the current quarter we expect tightness to ease somewhat in q. Three more so into q. Four definitely the twenty twenty two that said given the expectation for companies up and down the supply chain to restock inventory to a level that exceeds pre pandemic levels. We would expect another couple of quarters of strong semiconductor sell in for the entire supply chain to be comfortable with overall maturity levels suing the week of of this are semiconductor companies making any longer term changes to their supply chains. And what about customers. Or policymakers are there any efforts there to reduce the strains on the industry so in the short term clearly companies are increasing cutbacks and trying to address the shortage through. I suppose traditional measures the one big change that appears to be happening which is a little bit more. Fundamental structural long-term is customers and customers customers are increasingly willing to share their meeting too long term demand forecasts with the supplier base and more importantly in some cases they're willing to sign long term contracts that provide more transparency and more predictability for the supplier. This way the semiconductor companies can plan ahead and they can invest with less hesitation which in turn will reduce the risk of severe shortages for the customer. Going forward as well separate from this. You're seeing sovereign states. Not just the united states but governments around the world getting involved. Many governments have announced funding for the semiconductor industry. Some governments are in the process of writing up policies to fund the domestic semiconductor industries to a address. The shortage be create more robust mobile supply chains and see for national security purposes as well companies like intel. Some have publicly stated their intention to build capacity in the us also in europe. So i think that's the other mental chains that seems to be happening in response to the current shortage of some. So what does this mean for investors and for semiconductor stocks. The big enemy if you will. I mean conductor stocks. The industry historically a really to this day has been volatility or is cyclicality the peak to trough and trough to peak changes again historically have been really really large and frankly that's been the biggest reason for these stocks to be trading at a significant discount to the broader market to the extent. There's tighter collaboration. Between the suppliers and customers again in the form of for example launch contracts and to the extent the volatility of the cyclicality is reduced. Going forward that should show up in the form of higher multiples for these stocks whether the semiconductor stocks semi type of government stocks and that should obviously serve as a positive for the investor. Bases sounds like this is going to continue to unfold. Thanks so much for laying this out for us today. To shia venture program will now turn to coulda yuzawa of goldman sachs research in tokyo. Who's been covering the auto and auto parts sector for more than fifteen years. Kodo welcome to the program. I thank you for having me coda. The makers have been among the hardest hit by the chip shortage. Can you explain the factors that have made this industry sue vulnerable. Sure i think now a couple of things. First of all oto accounts for less than ten percent of the global sin the context of supply and on the back of covid nineteen situation. There was a severe allocation battle than when those conductor and the consumer simpson actor and historically oto semiconductor as less profitable business force in front of the company. But it's not easy to make old toll simcoe connector where for factory into the consumer stick. It doesn't be two additional lines of or smart. foreign semiconductor. factory cannot be used for audubon actor. So what happened is that there was a big declining old demand on the back of covid. Nineteen automaker stress order to emcee but at the same time there was another very big. No are increase all of a sudden. Then.

texas six europe nine months three Today minneapolis q two today earlier this year less than ten percent four months two additional lines Kodo q. Four more than fifteen years intel over a year simpson twenty
"goldman" Discussed on Huddle Up with Gus

Huddle Up with Gus

03:30 min | 5 months ago

"goldman" Discussed on Huddle Up with Gus

"I don't think i'll ever forget it. It'd be kids. I'll always be on. Espn fred not for good stuff. But what are you gonna do. You can't laugh about it. What do you know. What i means is gonna totally. So we'll be made the cake we'll do like the we'll do like Like a maroon and yellow smear kind of on it to you know that's perfect. That's perfect down. It'd be a you know. I think my wife would action kids absolutely love that because they have to hear about it all the time to. What are you gonna do. We laugh about it. But so so i appreciate you joining me and spending some time with me. Tell over fans and everybody who's listening how they can follow you and where they can go to You know kind of find you. I'm doing so many. What should we watch. Should we go to watch on tv. Now gotcha so if you if you get discovery plus doffs happy fund bake time to streaming on there. That's the puppet show it's like it's a kid show but it's really for it's more like a pee. Wee's playhouse remember the If you see. If you're watching food network i think starting in july is buddy versus duff. Season three wow and I'm here in knoxville. right now. We are filming holiday baking championship spring baking championship and kids begging championship So that will those will start airing right around thanksgiving and then you can follow me on social media. It's all you know at the goldman. And so the buddy versus dealt with the tagline this year. Go bigger go home. I don't know what else can you guys do. So our tagline was dumb dangerous young dumb and dangerous flames shooting out everywhere. Don't get too close. You could get electrocuted. There was there are some dangerous very dangerous stuff. That's awesome. that's awesome. Well does a. I thank you man and hopefully can stay in touch. I seriously would love to get a cake from you for my fifth. I think it'd be classic. You know it would be an honor. It'd be really cool. We'd love that. That would be great. But i appreciate you taking your time and you know it was just amazing to me that you have sports in your history competition and you sound like a good coach for your team and there's there's so many similarities to sports and what you're doing and people don't understand that but i think you brought it to life today. Thank you thanks. I appreciate it so hey enjoy your time. I wanna welcome army. I want to thank everyone for joining me on. Huddle up with gusts. I wanna thank duff. Goldman for joining me and telling us his amazing story in here in a little bit about how sports and baking are very comparative In the world today. And how will you. We're all growing with technology especially in the banking industry. So thank you again and thanks to Sixteen thirty one digital news dot com. Thanks to sounder fm. I appreciate all of you and we'll see you next time on huddle up with gusts. Say back to wrap sports. Thanks for joining the fun. Essential studios with gus featuring fifteen year. Nfl quarterback just potluck with gus is probably produced by sixteen thirty one digital media and is available music..

knoxville fifteen year today this year Goldman Season three Sixteen thirty one digital new fifth sixteen thirty one Nfl thanksgiving july gus spring baking championship
"goldman" Discussed on What Difference Does It Make

What Difference Does It Make

02:18 min | 7 months ago

"goldman" Discussed on What Difference Does It Make

"Makes you feel the most like who you are and what you want express and And let your freak flag fly at that would be my advice like being human just going out. You know when you're going out on the town you want to feel comfortable in what you're wearing sue you or whatever makes you feel most comfortable absolutely at the same time. I think it has to be formal like you want to respect your audience. You to honor them by maybe standing out a little from what they would be wearing. And it's also it's fun being a performer. Because really pan dress up. You know you're allowed your the stars so you can really you know rocket anyway you want and people are looking to you. Maybe to influence their dial. Try to figure out what it is. What your look is. There's a couple songs that got picked up the dachshund other Banned from canada as i looked on wikipedia. It just the descriptions like this is an album of irish folk favorites and then there's cat goldman as a songwriter on the album. Like okay i mean it was wild the whole thing one of the first songs i put on my very first recording which was on a cassette t was annabel a song. I wrote very early on in my career about my grandmother who had passed away. It was a folk ballad. A guy who bought that cassette tape at one of my shows then gave the song or showed or played it for a james cameron. Who's who's Recognized as a great folk songwriter in canada. James then passed on the song to the ducks. Who i guess at the time had just formed as a band out of winnipeg and i received an email from leonard. Padilla from the ducks the lead of the ducks saying just to let you know. We've just covered your song. Annabel on our new album relations or whatever and i thought wow great you know. Somebody appreciates the song. And wouldn't you know. They started touring everywhere all around. The world and people were hearing annabel from europe to australia to.

australia james cameron James winnipeg europe Annabel canada Padilla one first recording leonard first songs one of my shows couple songs irish cat goldman wikipedia annabel
"goldman" Discussed on 10 Things That Scare Me

10 Things That Scare Me

05:46 min | 2 years ago

"goldman" Discussed on 10 Things That Scare Me

"Here we got ready. Number one. That no one will love me. Group hall says if you don't love yourself how the hell anybody else. I'm not a huge fan of myself to be honest. Number two. Failing at my job. Number three. Fear being a success. Number four. Failing at being a parent. I am from a family where at least with my parents, we went through very rocky time. I've two siblings. Don't really talk to either of them. May younger sister, and I never live together, and never had much of a relationship, and my older brother, and I did live together. And we fought all the time and I'm afraid that I'm going to somehow do the same thing to my family and have children. Don't wanna talk to me or children. Don't wanna talk to one another. So I just kind of marinate in that fear. Number five. Being selfish. There's a part of me that has a hard time recognizing things outside of myself. And I know it, I see it in myself like I don't want to, you know, do the cat litter ever. I don't want to do the laundry ever, I don't wanna be the one who has to take the kids to the park. I don't wanna be the one who has to shop for groceries. I want to like half my own time. Number six. Let me think here. What else am I? Well, I'm desperately. Being. I afraid of being alone, definitely. In my adult life, I have lived without a roommate once for about two months and hated it. I have been a serial monogamist before. I got married in every relationship I was in. I would always say okay, I'm pretty unhappy right now in this relationship, but this is the last person who will ever be interested in me. So I have to commit to this, no matter how bad it gets. This is only deserve and I'm not going to get anything better. Number seven. That the world will be consumed by fire and unsustainable. Ecological disaster. All right. I've got to go maybe two and a half. Eight. I am a fear that I don't matter. And if I if I could throw in a bonus one, I have a few that my best days are behind me. All the exciting stuff. I've done is over with everything is in the past now. Number nine. I would say that, honestly, I have a fear of confrontation. Number ten. I have a fear that no one actually respects me. I feel like the more I've moved into a career that I actually care about. It's felt more that way. Lemme tell you something being a landscaper was the greatest job. There was no stress. I'd listen to music all day I was in great shape. Spend the whole day outdoors it paid terribly. God was an enjoyable job. It was great. It was great. And then in the wintertime, it segue into putting up Christmas lights for people. My name is Alex Goldman. And these are ten things that scare me. Alex, Goldman is the co host of reply all from Gimblett media. If he liked ten things that scare me, Tele friend and leave us a review on your podcast app. Let scares me. Giant waves. Of nausea. What are you scared of tell us at ten things podcasts

Alex Goldman Weiss e studios nausea Alex two months