The Markets
Goldman Sachs traders discuss what's driving this week's market moves and where the biggest opportunities lie.
Episodes
The Opportunities for Investors amid Higher-for-Longer Interest Rates
The Federal Reserve signaled this week that interest rates could be higher for longer, which may pose a challenge for the broader equity market if tighter policy leads to less consumption, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities. However, companies that specialize in computing and data centers could be an opportunity for investors amid elevated interest rates.
What a Fed Rate Hike Could Mean for US Stocks
Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated. However, a rate hike may not keep the US stock market from climbing higher, says Jonathan Shugar, head of Cross Asset Sales in Goldman Sachs FICC and Equities, on The Markets podcast. Companies reported strong earnings growth in the secon
Why Gold Is Expected to Rise to Record Highs
Gold set a record high in January, but uncertainty about US interest rates and disruption from the Iran war have led to an “elongated pause” in the rally, according to Tony Kim, global head of Metals Trading in Goldman Sachs FICC and Equities. Ultimately, Kim expects strong central bank demand for the yellow metal to help drive gold to new highs, he says on The Markets podcast. Kim also discusses
What Is the Outlook for Diesel and Gasoline Supplies?
Energy markets have been surprisingly resilient amid the disruption to shipping through the Strait of Hormuz. However, there are few signs of relief in markets for refined products such as diesel, gasoline, and jet fuel, says Nitin Jindal, head of Global Commodities in Goldman Sachs FICC and Equities, on The Markets podcast. Jindal also discusses China’s remarkable adjustment to the
Why US Equity Returns Are Broadening Beyond AI Stocks
While artificial intelligence (AI) has been a key driver of US stocks, a wider range of sectors is starting to power the S&P 500, says Shawn Tuteja, head of ETF and Custom Basket Volatility Trading in Goldman Sachs FICC and Equities, on The Markets podcast. Tuteja also discusses the robust strength in earnings across 9 of 11 sectors in the S&P 500, elevated volatility amon
How Inflation and Fiscal Policy Are Driving US Treasury Markets
With a month to go until the Federal Reserve’s next rate decision, inflation is increasingly in focus for the US bond market, says Mike Mitchell, head of US Treasury and Inflation Trading in Goldman Sachs Global Banking & Markets. He explains why recent inflation data suggests the Fed could continue to hold rates steady in September, and how Treasury market supply, corporate credit issuance, and f
Why US Stocks May ‘Grind Higher’
Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, shares his outlook on assets from credit and stocks to oil. This episode also covers recent moves in AI-led stocks and currency markets, and why Varadhan does not expect the Federal Reserve to hike rates in 2026.
Recorded on August 5, 2026.
The opinions and views expressed herein are as of the date of publication, subject to
Are Hedge Funds Still Bullish on AI Stocks?
Tech stocks been buffeted by a reversal of momentum in US equities, but hedge funds are still fundamentally bullish on AI stocks, according to Vincent Lin, co-head of Prime Insights and Analytics in Global Banking & Markets. In this conversation with Chris Hussey, he explains why the greatest cumulative selling of tech stoc
The 'Market of Stocks' vs. the 'Stock Market'
As more US companies report earnings next week, the bar is “very high” from the perspective of analysts and option market makers, says Brian Garrett, head of equities on the Cross Asset Sales desk in FICC & Equities. In this conversation with Chris Hussey, he also discusses how debt issuance from hyperscalers 
Bullish on the Dollar
Could the US dollar keep rising from here? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, says that interest rates differential, Fed policy, and geopolitical factors could continue to boost the greenback. He also shares his views on how best to play the potential dollar momentum in this conversation with Chris Hussey.
Recorded on July 9,
S&P to 8,000 This Year?
As US equities get more volatile, are the drivers of the rally still intact? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, breaks down the market action, and explains why strong earnings and positive technicals could drive stocks higher, in this conversation with Chris Hussey.
Recorded on June 25, 2026.
The opinions and views expressed her
‘It’s a Generational Opportunity’
Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he’s not yet concerned about the rising issuance of bonds by tech companies and the US government, in this conversation with Chris Hussey.
Recorded on
Will Europe Outperform?
As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on June 4, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily ref
Can the Tech Surge Continue?
Tech stocks have surged in the past two months. What’s behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on May 28, 2026.
The opinions and views expressed herein are as of the date of publication, subject to chang
Why Rates Could Keep Rising
What’s driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
Recorded on May 21, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institution
A Tale of Two Markets
As AI stocks drive the S&P 500 and Nasdaq to record highs, are fears of a bubble warranted? And what are the newest opportunities in the AI equipment trade? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on May 13, 2026.
The opinions and views expressed herein are as of the date of publica
How to Trade Oil Now
Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets. He discusses the drivers of the crude oil and refined product markets, as well as some potential trading opportunities, in this con
Riding the AI Wave
After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on April 30, 2026.
The opinions and views expressed herein are as of the date of publication, subjec
Big Opportunities in Small Cap Equities
After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, head of the US Small and SMID Cap team in Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on April 23, 2026.
The opinions and views expressed herein are as of the date of public
Chase or Fade the Rally?
US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us about the state of the economy? Bobby Molavi, head of European Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on April 16, 2026.
The opinions and
Big Tech Opportunity
After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith, who co-runs New York Equity Derivatives Sales in Goldman Sachs Global Banking & Markets, discusses with Mike Washington.
Recorded on April 8, 2026.
The opinions and views expressed herein are as of
“I’d Rather Be a Bond”
Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on March 25, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessar
"The Market Is Fragile"
While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets. He discusses investor positioning, and the potential for “asset-heavy” companies to outperform, in this conversation with Chris Hussey.
Recorded on March 18, 2026.
The opin
Untangling Signals of Market Stress
Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic trades? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on March 12, 2026.
New Worries
A weaker-than-expected employment report, and increasing geopolitical
concerns, are leading to significant market volatility. How should investors
make sense of this environment? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on March 6, 2026.
The opinions and
$120 Oil Ahead?
The conflict in Iran has led to a significant spike in oil prices. What will
determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on March 3, 2026.
The opinions and views expressed herein are as
A New Way to Trade Emerging Markets
Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on February 26, 2026.
The opinions and views expressed herein are as of the date of publication, subje
Tech Comeback Ahead?
Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.
Recorded on February
“Still Bullish Gold”
What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on February 12, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institut
Stock Market Shakeout
There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on February 9, 2026.
The opinions and views exp
Finding Opportunities in Financials
Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on February 4, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not
Long Gold and Long Stocks
Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on January 29, 2026.
The opinions and views expressed herein are as of the date of publication, subject to c
“A Massive Broadening Trade”
Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on January 22, 2026.
The opinions and views expressed herein are as of
Which Equity Markets Will Outperform?
What factors could drive global markets in 2026 – and how should investors think about hedging their exposure? Kunal Shah, co-CEO of Goldman Sachs International and global co-head of the Fixed Income, Currency, and Commodities business, discusses with Chris Hussey.
Recorded on January 14, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without n
Emerging Markets Could Keep Surging
After a big 2025 for emerging markets, are more gains ahead this year? And what countries and sectors should investors focus on? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on January 7, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change wit
“We Like Bonds”
How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on December 17, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily
Are More Rate Cuts Coming?
What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right now? Josh Schiffrin, chief strategy officer and head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on December 11, 2025.
The opinions and views expressed herein
Why the Dollar Could Drop
After falling sharply to start the year, the US dollar has been flat over the past eight months. What could drive the next move – and where can traders find the biggest opportunities in currency markets now? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on December 4, 2025.
The
Why Stocks Are Getting Wild
What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on November 24, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessar
Consumer Concerns and Equity Opportunities
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, consumer sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on November 18, 2025.
The opinions and views expressed herein are as o
How to Trade a Credit Expansion
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opportunities now? Sehgal discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on Nov
Rise of the Retail Investor
As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be opening up as a result? John Marshall, head of derivatives research in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on November 5, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change
A “Blow-Off Top” Ahead?
As investors make sense of surprising Fed guidance and a huge slate of earnings, what’s the current state of sentiment around US equities – and which sectors could outperform into year-end? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Mike Washington.
This episode was recorded on October 30, 2025.
The opinions
Can the China Rally Continue?
What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on October 22, 2025.
The opinions and views expressed herein are as of the date of publication, subject to
The Bubble Question
Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, equities sales trader with Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on October 16, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the
Can the Rally Continue?
After a tremendous rally for US equities, could more gains be ahead – or is it time for investors to protect their portfolios? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on October 8, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice
Hidden Volatility
The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does this dynamic mean for investors, and where are the best opportunities now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was
A Contrarian Call on Europe
After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, discusses with Chris Hussey.
Recorded on September 24, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional v
Will Fed Cuts Drive Stocks Higher?
What should investors take away from Wednesday’s rate cut – and how are US equities likely to respond from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in the Global Banking & Markets division, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on September 18, 2025.
The opinions and views expressed herein are as of the date of publication, subject to cha
Sentiment Check on Tech
What’s driving US tech stocks — and what could be ahead for the sector? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the sidelines of the Goldman Sachs Communacopia + Technology Conference.
Recorded on September 9, 2025.
The opinions and views expressed herein are as of the date of
What the Weak Jobs Report Means For Markets
What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on September 5, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not ne
The Fed Cut Playbook
With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.
This episode was recorded on August 14, 2025.
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Still Bullish on Big Tech
As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.
Recorded on August 6, 2025.
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“Stocks Are Still Very Undervalued”
With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on July 31, 2025.
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Will the dollar keep dropping?
Does the US dollar have further to fall – and what are the best ways to play this theme? Kunal Shah, co-CEO of Goldman Sachs International and global-co-head of the Fixed Income, Currency, and Commodities business, discusses with Chris Hussey. This episode was recorded on July 24, 2025.
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Global income plays
What does inflation data tell us about the impact of US tariffs, and where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist with Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on July 16, 2025.
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The three top equity market themes
What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on July 10, 2025.
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Climbing the “wall of worry”
Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on June 26, 2025.
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European opportunities
Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor in London.
This episode was recorded on June 17, 2025.
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Staying long US assets
What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs
trading floor.
This episode was recorded on June 12, 2025.
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“This is what people were hoping for”
Will the stronger-than-expected jobs report give investors a reason to chase the US equity rally? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on June 6, 2025.
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Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.
This episode was recorded on May 28, 2025.
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Fade the S&P 500 rally?
US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on May 22, 2025.
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Why tech stocks could keep rallying
After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on May 14, 2025.
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“Long stocks, short bonds”
As markets – and the Fed – continue to grapple with tariffs, where is the opportunity for investors? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on May 8, 2025.
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Time to buy bonds?
What’s driving the US bond market now – and are there opportunities in Treasuries and in credit? Lindsay Rosner, head of multi-sector investing with Goldman Sachs Asset Management, discusses with Chris Hussey.
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“The most attractive hedge”
Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on April 24, 2025.
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Opportunities amidst historic volatility
As tariff announcements shake up the economic outlook, what’s the path for markets – and where are the opportunities now? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on April 10, 2025.
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Tariffs could spark “a new rotation” in US equities
What will higher-than-expected tariffs mean for markets – and where are the opportunities now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
This episode was recorded on April 3, 2025.
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Can US equities rally again?
After falling 10% from the highs, the US equity market seems to be at a standstill. What will determine the next move, and how are the biggest investors positioning now? John Flood, Head of Americas Equities Sales Trading, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on March 27, 2025.
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Bonds or stocks: The 2025 income play
Amid signs of an economic slowdown, is it time to lean into bonds? Ashish Shah, global co-head and chief investment officer of Public Investing within Goldman Sachs Asset Management, discusses with Chris Hussey.
This episode was recorded on March 20, 2025.
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“The US is still the place to be”
After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on March 12, 2025.
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Buy the dip in US equities?
After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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Is the US consumer in trouble?
A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportunities in consumer stocks now? Scott Feiler, consumer sector specialist in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 27th, 2025.
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Why gold could rise even higher
Gold prices have surged over the past year. What’s driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington.
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The 1982 playbook
After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 12th, 2025.
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Finding opportunities in a “trickier” market
After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 6th, 2025.
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Markets make sense of the Fed
What was behind the volatile market reaction to this week’s Fed decision – and where are the opportunities for bond investors now? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Mike Washington.
Recorded on January 29, 2025.
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The key US equity theme for 2025
With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
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The perfect setup for US stocks?
Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? Josh Schiffrin, chief strategy officer and head of financial risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
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