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Goldman Sachs

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

Goldman Sachs The Markets

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 Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. 

This episode was recorded on August 14, 2025. 

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The Fed Cut Playbook

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 Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.

 Recorded on August 6, 2025.

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Still Bullish on Big Tech

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. 

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“Stocks Are Still Very Undervalued”

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. 

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Will the dollar keep dropping?

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 with Chris Hussey.

Recorded on July 16, 2025. 

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Global income plays

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.

 

Recorded on July 10, 2025.

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The three top equity market themes

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. 

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Climbing the “wall of worry”

Are 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.

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European opportunities

What 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. 

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Staying long US assets

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.

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“This is what people were hoping for”

What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana.
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“A solid buying opportunity”: Making sense of the market shakeout

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