Exchanges 

In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.

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Title	Date published
Stagflation and the Fed's next move	2025-05-02
How AI and geopolitics are reshaping cybersecurity	2025-04-29
How insurers are navigating volatile markets	2025-04-25
Will tariffs lead to a recession?	2025-04-23
Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment	2025-04-21
The case for private credit	2025-04-15
The recession question	2025-04-11
Recession watch: How to hedge now	2025-04-09
Bain Capital’s David Gross on global opportunities and private equity’s evolution	2025-04-01
AI Exchanges: CIO Marco Argenti on the future of AI in the workplace	2025-03-25
The future of real estate investing: Pretium’s Don Mullen on the rapidly changing asset class	2025-03-21
Are credit investors nervous about recession risk?	2025-03-18
How tariffs will impact the US economy	2025-03-11
Trump’s tariffs: Big talk or big action?	2025-03-04
Bigger markets, more alpha: Capstone’s Paul Britton on running a derivatives hedge fund	2025-02-28
Macro questions and market strength	2025-02-18
Tariffs: What’s ahead and why it matters	2025-02-13
AI Exchanges: Will falling costs drive new opportunities?	2025-02-04
Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit	2025-01-29
Navigating the volatility in global bond markets	2025-01-21

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