Episode (146)
Halaman 6 dari 15
“Long stocks, short bonds”
May 09, 2025As 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 Ba...
Time to buy bonds?
May 02, 2025What’s driving the US bond market now – and are there opportunities in Treasuries and in credit? Lindsay Rosner, head of multi-sector investing with Goldman Sachs Asset Management, discusses with Chri...
“The most attractive hedge”
Apr 25, 2025Will the US dollar keep sliding? And are compelling trades cropping up as a result? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses ...
Opportunities amidst historic volatility
Apr 11, 2025As tariff announcements shake up the economic outlook, what’s the path for markets – and where are the opportunities now? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman ...
Tariffs could spark “a new rotation” in US equities
Apr 04, 2025What will higher-than-expected tariffs mean for markets – and where are the opportunities now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking ...
Can US equities rally again?
Mar 28, 2025After falling 10% from the highs, the US equity market seems to be at a standstill. What will determine the next move, and how are the biggest investors positioning now? John Flood, Head of Americas E...
Bonds or stocks: The 2025 income play
Mar 21, 2025Amid signs of an economic slowdown, is it time to lean into bonds? Ashish Shah, global co-head and chief investment officer of Public Investing within Goldman Sachs Asset Management, discusses with Ch...
“The US is still the place to be”
Mar 14, 2025After a rough stretch for US equities, are opportunities beginning to emerge? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded...
Buy the dip in US equities?
Mar 07, 2025After a rough week for US stocks, should investors buy the dip – or look for opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Mar...
Is the US consumer in trouble?
Feb 28, 2025A sharp decline in consumer sentiment is leading to questions about consumer strength. Are investors right to be concerned, and where are the opportunities in consumer stocks now? Scott Feiler, consum...