The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages

The Case for Commodities: ‘Super-Backwardatio...

GOLDMAN SACHSGOLDMAN SACHS

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How Warsh Could Shape Fed Policy

How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh’s potential approach to monetary policy, the balanc ...  Show more

 . 16min 1sec
Farallon Capital's Nicolas Giauque on Investing for the Long Term

Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ...  Show more

 . 20min 18sec

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