Podcast Episodes
Back to SearchTariffs 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…
Published on 5 months, 2 weeks ago
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 …
Published on 5 months, 3 weeks ago
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 C…
Published on 5 months, 4 weeks ago
“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…
Published on 6 months ago
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 & Ma…
Published on 6 months, 1 week ago
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, consu…
Published on 6 months, 3 weeks ago
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…
Published on 6 months, 4 weeks ago
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 ra…
Published on 7 months ago
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 executio…
Published on 7 months, 1 week ago
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 Asse…
Published on 7 months, 2 weeks ago