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The Markets | Wave AI Podcast Notes

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The Markets

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

10 episodes

Episodes

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Tariffs could spark “a new rotation” in US equities

00:11:584/4/2025

Can US equities rally again?

00:08:583/28/2025

Bonds or stocks: The 2025 income play

00:08:573/21/2025

“The US is still the place to be”

00:08:303/14/2025

Buy the dip in US equities?

00:08:493/7/2025

Is the US consumer in trouble?

00:07:362/28/2025

Why gold could rise even higher

00:09:102/21/2025

The 1982 playbook

00:10:122/14/2025

Finding opportunities in a “trickier” market

00:08:042/7/2025

Markets make sense of the Fed

00:08:311/31/2025

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