The Markets
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
Episodes
June 26, 2026 • 10 mins
As US equities get more volatile, are the drivers of the rally still intact? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, breaks down the market action, and explains why strong earnings and positive technicals could drive stocks higher, in this conversation with Chris Hussey.
Recorded on June 25, 2026.
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June 12, 2026 • 10 mins
Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he’s not yet concerned about the rising issuance of bonds by tech companies and the US government, in this conversation with Chris Hussey.
Recorded on Jun 11, 2026.
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June 5, 2026 • 10 mins
As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on June 4, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views o...
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May 29, 2026 • 8 mins
Tech stocks have surged in the past two months. What’s behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on May 28, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may...
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May 22, 2026 • 11 mins
What’s driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
Recorded on May 21, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs...
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May 15, 2026 • 11 mins
As AI stocks drive the S&P 500 and Nasdaq to record highs, are fears of a bubble warranted? And what are the newest opportunities in the AI equipment trade? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on May 13, 2026.
The opinions and views expressed herein are as of the date of publication, subject to chang...
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May 11, 2026 • 15 mins
Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets. He discusses the drivers of the crude oil and refined product markets, as well as some potential trading opportunities, in this conversation with Chris Hussey.
R...
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May 1, 2026 • 15 mins
After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on April 30, 2026.
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April 24, 2026 • 10 mins
After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, head of the US Small and SMID Cap team in Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on April 23, 2026.
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April 17, 2026 • 11 mins
US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us about the state of the economy? Bobby Molavi, head of European Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on April 16, 2026.
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April 10, 2026 • 9 mins
After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith, who co-runs New York Equity Derivatives Sales in Goldman Sachs Global Banking & Markets, discusses with Mike Washington.
Recorded on April 8, 2026.
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March 27, 2026 • 10 mins
Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on March 25, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional...
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March 20, 2026 • 10 mins
While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets. He discusses investor positioning, and the potential for “asset-heavy” companies to outperform, in this conversation with Chris Hussey.
Recorded on March 18, 2026.
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March 13, 2026 • 10 mins
Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic trades? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on March 12, 2026.
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March 6, 2026 • 8 mins
A weaker-than-expected employment report, and increasing geopolitical
concerns, are leading to significant market volatility. How should investors
make sense of this environment? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on March 6, 2026.
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March 4, 2026 • 12 mins
The conflict in Iran has led to a significant spike in oil prices. What will
determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on March 3, 2026.
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February 27, 2026 • 9 mins
Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on February 26, 2026.
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February 20, 2026 • 8 mins
Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? 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 February 19, 2026.
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February 13, 2026 • 9 mins
What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on February 12, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman ...
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February 10, 2026 • 13 mins
There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on February 9, 2026.
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