エピソード

  • Climbing the “wall of worry”

    Climbing the “wall of worry”
    2025/06/27
    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
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    10 分
  • European opportunities

    European opportunities
    2025/06/20
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • Staying long US assets

    Staying long US assets
    2025/06/13
    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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分
  • “This is what people were hoping for”

    “This is what people were hoping for”
    2025/06/06
    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
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    8 分
  • Why emerging markets could keep rallying

    Why emerging markets could keep rallying
    2025/05/30
    What’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
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    9 分
  • Fade the S&P 500 rally?

    Fade the S&P 500 rally?
    2025/05/23
    US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分
  • Why tech stocks could keep rallying

    Why tech stocks could keep rallying
    2025/05/16
    After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    7 分
  • “Long stocks, short bonds”

    “Long stocks, short bonds”
    2025/05/09
    As markets – and the Fed – continue to grapple with tariffs, where is the opportunity for investors? 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. This episode was recorded on May 8, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分