Episode Details
| Title | Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit |
|---|---|
| Date | 1/29/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $GS - Goldman Sachs expects strong growth in its asset and wealth management business, projecting high single-digit growth and improved margins, which will boost overall firm returns.
- “I think we can grow our asset wealth management business high single digits, continue to improve the margins and the returns in that business, which uplift the overall returns of the firm.” - David (17:11)
- 🟢 $PRIVCRED - 🔒
- 🟢 $AI - 🔒
- 🟢 $CAPMKTS - 🔒
Bearish:
- 🔻 $EUROPE - 🔒