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The Markets
Goldman Sachs
109 episodes
6 days ago
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
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Business
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All content for The Markets is the property of Goldman Sachs and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
Show more...
Business
Episodes (20/109)
The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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5 days ago
10 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 week ago
7 minutes

The Markets
“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.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 weeks ago
12 minutes

The Markets
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.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 weeks ago
11 minutes

The Markets
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.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 month ago
8 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 month ago
10 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 month ago
10 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 months ago
9 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 months ago
8 minutes

The Markets
“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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 months ago
7 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 months ago
9 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 months ago
9 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 months ago
6 minutes

The Markets
“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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 months ago
10 minutes

The Markets
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.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 months ago
10 minutes

The Markets
“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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 months ago
8 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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4 months ago
9 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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4 months ago
11 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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4 months ago
8 minutes

The Markets
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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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5 months ago
8 minutes

The Markets
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.