The Markets

The Markets

Goldman Sachs

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Episode (146)

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31
The Bubble Question

The Bubble Question

Oct 17, 2025

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...

32
Can the Rally Continue?

Can the Rally Continue?

Oct 10, 2025

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...

33
Hidden Volatility

Hidden Volatility

Oct 03, 2025

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 ...

34
A Contrarian Call on Europe

A Contrarian Call on Europe

Sep 26, 2025

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. ...

35
Will Fed Cuts Drive Stocks Higher?

Will Fed Cuts Drive Stocks Higher?

Sep 19, 2025

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...

36
Sentiment Check on Tech

Sentiment Check on Tech

Sep 12, 2025

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,...

37
What the Weak Jobs Report Means For Markets

What the Weak Jobs Report Means For Markets

Sep 05, 2025

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 Bankin...

38
The Fed Cut Playbook

The Fed Cut Playbook

Aug 15, 2025

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 ...

39
Still Bullish on Big Tech

Still Bullish on Big Tech

Aug 08, 2025

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 Gold...

40
“Stocks Are Still Very Undervalued”

“Stocks Are Still Very Undervalued”

Aug 01, 2025

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 ...

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