Jim Esposito
Showing 1–3 of 3 transcripts.
- Milken Institute1h 0m
Capital Markets 2025: Shaping and Scaling the Future | Global Conference 2025
Sonali Basak, Sumer Dewan, Jim Esposito, Viswas Raghavan, Seema Shah, Jeffrey Solomon
Panelists led by Seema Kenji analyze a structural macroeconomic shift where sovereign debt burdens have transferred to private sectors, creating a new environment characterized by the Trump administration's tariff and deregulation triad and a decade of anticipated high volatility. While market dislocations remain orderly and liquidity persists, regional dynamics are pivoting toward Asia as India and ASEAN emerge as critical growth engines and internal trading blocs. Looking forward, the consensus emphasizes corporate stress testing and long-term conviction in US assets, with technology and scenario analysis serving as primary drivers for navigating the upcoming period of fiscal dominance and reserve currency trust deficits.
- Goldman Sachs25 min
How companies, private equity firms, and institutional investors are navigating the global economy
Goldman Sachs executive Jim Esposito outlines a global economic landscape marked by regional divergence, shifting private equity dynamics, and a pivot from "hard landing" fears to a "soft landing" consensus. While corporate balance sheets are historically strong and commodity prices signal recovery, the event highlights persistent risks stemming from geopolitical fragmentation, an anemic IPO market, and liquidity concerns within the unregulated non-bank sector. Esposito anticipates that despite these challenges and an approaching U.S. election, the financial system remains resilient due to post-2008 regulatory safeguards and continued private sector innovation.
- Goldman Sachs29 min
Goldman Sachs Economists on EU Capital Markets Union: Talks at GS Session Highlights
Huw Pill, Jim Esposito, Philippe Ithurbide, William Wright
As European economies transition from crisis management to long-term structural growth, a strategic push is underway to establish a Capital Markets Union that diversifies funding beyond the banking sector. This initiative targets critical barriers such as fragmented exchange infrastructure, inconsistent insolvency laws, and information asymmetries that currently hinder SME access to public markets. Panelists recommend immediate regulatory harmonization and technology-driven standardization to unlock deep pools of long-term capital, ensuring that medium-sized enterprises and infrastructure projects can secure sustainable financing.