App Store

Google Play

DK - Details page - Device banner - 894x1036

Nyd den ubegrænsede adgang til tusindvis af spændende e- og lydbøger - helt gratis

Lyt når som helst, hvor som helst 

Goldman Sachs

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

Goldman Sachs The Markets

Did this week’s inflation data give the Fed the go-ahead to cut rates – and where’s the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

“US exceptionalism all over again”

US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

Why US stocks could keep rising in 2025

Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

What the huge jobs number means for investors

Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? Josh Schiffrin, chief strategy officer and head of financial risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

The perfect setup for US stocks?

With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

The key US equity theme for 2025

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 Asset Management, discusses with Mike Washington.

Recorded on January 29, 2025.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Markets make sense of the Fed

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 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

Finding opportunities in a “trickier” market

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 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

The 1982 playbook

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 Mike Washington. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

Why gold could rise even higher

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, 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

Is the US consumer in trouble?

The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, breaks down what this tells us about the tech sector and health of the US economy. 
Learn more about your ad choices. Visit megaphone.fm/adchoices

What big tech's earnings can tell us about AI, rates and future volatility

Lyt når som helst, hvor som helst

Other podcasts you might like ...