The Markets
Goldman Sachs leaders and analysts break down the key issues moving markets in this podcast.
Episodes
January 9, 2026 • 8 mins
After a big 2025 for emerging markets, are more gains ahead this year? And what countries and sectors should investors focus on? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on January 7, 2026.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessaril...
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December 19, 2025 • 10 mins
How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on December 17, 2025.
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 ...
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December 12, 2025 • 7 mins
What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right now? 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.
This episode was recorded on December 11, 2025.
The opinions and views expressed herein are as of the date of publication,...
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December 5, 2025 • 10 mins
After falling sharply to start the year, the US dollar has been flat over the past eight months. What could drive the next move – and where can traders find the biggest opportunities in currency markets now? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on December 4, 2025.
The opinions and views expressed herein...
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November 25, 2025 • 7 mins
What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on November 24, 2025.
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...
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November 21, 2025 • 8 mins
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, consumer sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on November 18, 2025.
The opinions and views expressed herein are as of the date of publication, subject ...
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November 14, 2025 • 10 mins
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 Banking & Markets. What does that mean for portfolios – and where are the biggest opportunities now? Sehgal discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on November 13, 2025.
The opinions and v...
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November 7, 2025 • 8 mins
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 derivatives research in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on November 5, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessa...
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October 31, 2025 • 10 mins
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 Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Mike Washington.
This episode was recorded on October 30, 2025.
The opinions and views expressed herein are as o...
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October 24, 2025 • 8 mins
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 Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on October 22, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not...
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October 17, 2025 • 10 mins
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 floor.
This episode was recorded on October 16, 2025.
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 Sach...
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October 10, 2025 • 8 mins
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 Hussey on the Goldman Sachs trading floor.
This episode was recorded on October 8, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect t...
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October 3, 2025 • 8 mins
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 opportunities 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 October 1, 2025.
The...
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September 26, 2025 • 10 mins
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.
Recorded on September 24, 2025.
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 or its affili...
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September 19, 2025 • 10 mins
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 division, discusses with Chris Hussey on the Goldman Sachs trading floor.
Recorded on September 18, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not nec...
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September 12, 2025 • 5 mins
What’s driving US tech stocks — and what could be ahead for the sector? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the sidelines of the Goldman Sachs Communacopia + Technology Conference.
Recorded on September 9, 2025.
The opinions and views expressed herein are as of the date of publication, subject to change wit...
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September 5, 2025 • 9 mins
What does Friday’s disappointing jobs number mean for the Fed – and where are the opportunities for investors today? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on September 5, 2025.
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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August 15, 2025 • 10 mins
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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August 8, 2025 • 7 mins
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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August 1, 2025 • 12 mins
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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