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Goldman Sachs The Markets

Af
- Goldman Sachs

0 Anmeldelser: 0
Afsnit: 108
Gns. varighed: 9M
Sprog: Engelsk
Format
Kategori: Økonomi & Business

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

Episodes

Still Bullish on Big TechAs 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
108
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7M
“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
107
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12M
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
106
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11M
Global income playsWhat 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
105
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8M
The three top equity market themesWhat’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
104
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10M
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
103
|
10M
European opportunitiesAre 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
102
|
9M
Staying long US assetsWhat 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
101
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8M
“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
100
|
7M
Why emerging markets could keep rallyingWhat’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
99
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9M

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