Why Goldman Sachs Sees 'Huge Opportunity' Despite Market Volatility | The Pulse 5/19

Summary

The episode features interviews with Moelis CEO Navid Mahmoodzadegan on Middle East dealmaking, EQT CEO Per Franzén on a new EU tech scale-up fund, and Goldman Sachs international co-CEOs on market volatility and AI trends. Discussion also covers inflation risks from the Iran conflict and G7 finance chiefs' meeting.

• Moelis CEO expresses optimism about Middle East dealmaking despite conflict, citing resilience and long-term commitment.
• EQT CEO discusses a new €5 billion EU scale-up fund targeting AI, quantum computing, clean energy, and life sciences.
• Goldman Sachs co-CEOs note strong corporate M&A driven by AI and infrastructure, while private equity remains muted.
• Goldman Sachs sees a structural AI trend continuing, with insatiable demand for compute capacity.
• OECD Secretary-General warns of stagflation risk if energy price shocks spread to core inflation.
• The U.S. extended a Russian oil supply waiver to cap energy price increases.
• President Trump called off strikes on Iran after Gulf allies requested more time for diplomacy.