Podcast
The Markets
Hosted by Goldman Sachs · EN
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
38episodes
Episodes
Newest firstAll episodes
Bonds or stocks: The 2025 income play
Mar 21, 202500:08:57Tap to summarizeAmid 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
Transcribe →“The US is still the place to be”
Mar 14, 202500:08:30Tap to summarizeAfter 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Buy the dip in US equities?
Mar 7, 202500:08:49Tap to summarizeAfter 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Is the US consumer in trouble?
Feb 28, 202500:07:36Tap to summarizeA 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Why gold could rise even higher
Feb 21, 202500:09:10Tap to summarizeGold 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →The 1982 playbook
Feb 14, 202500:10:12Tap to summarizeAfter 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Finding opportunities in a “trickier” market
Feb 7, 202500:08:04Tap to summarizeAfter 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Markets make sense of the Fed
Jan 31, 202500:08:31Tap to summarizeWhat 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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