Goldman Sachs Exchanges: The Markets Podcast
1) Consumer Concerns and Equity Opportunities
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, con...Show More
2) How to Trade a Credit Expansion
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banki...Show More
3) Rise of the Retail Investor
As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be opening up as a result? John Marshall, head of deri...Show More
4) A “Blow-Off Top” Ahead?
As investors make sense of surprising Fed guidance and a huge slate of earnings, what’s the current state of sentiment around US equities – and which sectors could outperform into year-end? Shawn Tute...Show More
5) Can the China Rally Continue?
What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis, head of emerging market equities in Global Banki...Show More
6) The Bubble Question
Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, equities sales trader with Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading f...Show More
7) Can the Rally Continue?
After a tremendous rally for US equities, could more gains be ahead – or is it time for investors to protect their portfolios? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris...Show More
8) Hidden Volatility
The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does this dynamic mean for investors, and where are the best ...Show More
9) A Contrarian Call on Europe
After a stunning rally for US stocks, can investors find better opportunities in other markets? Mark Wilson, Head of Equities Franchise Sales in Global Banking & Markets, discusses with Chris Hussey. ...Show More
10) Will Fed Cuts Drive Stocks Higher?
What should investors take away from Wednesday’s rate cut – and how are US equities likely to respond from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in the Global Banking & Markets d...Show More