Podcast Episodes

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 …

Published on 7 hours ago

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…

Published on 1 week ago

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 Banki…

Published on 1 week, 6 days ago

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…

Published on 1 month ago

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 Gol…

Published on 1 month, 1 week ago

“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…

Published on 1 month, 2 weeks ago

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 Commod…

Published on 1 month, 3 weeks ago

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 w…

Published on 2 months ago

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.

Record…

Published on 2 months, 1 week ago

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 …

Published on 2 months, 3 weeks ago