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Explore every episode of the podcast The Markets
Dive into the complete episode list for The Markets. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
| Title | Pub. Date | Duration | |
|---|---|---|---|
| What the jobs report means for markets | 06 Sep 2024 | 00:09:30 | |
Fridayâs jobs report came in mixedâthe unemployment rate fell, but hiring is slowing. What does that mean for the Fed and for investors? Simon Dangoor, head of Fixed Income Macro strategies in Goldman Sachs Asset Management, discusses with Chris Hussey of Goldman Sachs Research.Â
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| The case for a tech comeback | 16 Aug 2024 | 00:07:21 | |
Can megacap tech stocks resume their market leadership? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses what drove the declines and what could power a comeback in this conversation with equities sales trader Mike Washington.
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| Is India still attractive for investors? | 07 Jun 2024 | 00:10:00 | |
Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modiâs majority. Whatâs behind the volatility, and are dents forming in Indiaâs long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Goldman Sachs Asset Management, joins Chris Hussey of Goldman Sachs Research to discuss. Â
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| Consumer stocks: Finding the winners | 31 May 2024 | 00:07:59 | |
Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Researchâs Chris Hussey to discuss how investors are weighing the US consumer. Â
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| Why copper is hitting record highs | 24 May 2024 | 00:08:07 | |
Copperâ the metal that's critical for everything from wind turbines to electric gridsâsurged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy.Â
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| A market friendly data printâ for now | 17 May 2024 | 00:08:57 | |
While this weekâs CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fedâs next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.
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| Why big tech's earnings reveal a "bifurcated market" | 10 May 2024 | 00:05:55 | |
While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big techâs earnings and what he expects for the sector.Â
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| Currencies, rates, and a volatile yen | 03 May 2024 | 00:07:28 | |
The Japanese yen has been depreciating against the US dollar, hitting its lowest point in over three decades last week. What does this mean for markets and global investors? Global Banking & Marketsâ Lindsay Matcham discusses the recent Fed and BoJ moves.Â
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| Why investors should âexpect the chop to continueâ | 26 Apr 2024 | 00:09:38 | |
How are investors responding to a busy earnings week but a weaker-than-expected GDP number? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Global Banking & Markets, discusses why investors should expect equity volatility to continue.Â
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| Does the market need rate cuts? | 19 Apr 2024 | 00:09:26 | |
"We might just be in a different regime than we were from 2010 to 2020,â says Josh Schiffrin, global head of trading strategy in Global Banking & Markets. Schiffrin discusses how investor sentiment has stayed optimistic even in the face of geopolitical tensions and central bank policy changes.Â
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| Turning tail risks into tailwinds | 12 Apr 2024 | 00:09:23 | |
With a soft landing in sight, what are investors considering when rebalancing their portfolios? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses AI, Europe, Japan, and more. Â
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| How investors are managing rising volatility | 05 Apr 2024 | 00:08:04 | |
Amid market highs, how are factors like rates and market volatility pushing top investors to shift their portfolio strategy? Kerry Blum, global head of the Equity Structuring Group in Goldman Sachs Asset & Wealth Management, discusses managing risk in todayâs markets.
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| âA solid buying opportunityâ: Making sense of the market shakeout | 09 Aug 2024 | 00:07:19 | |
What drove stocks sharply lower to start the week, and what matters to the biggest investors now? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, explains the action in US equities and predicts what could be ahead in this conversation with Natasha Tiwana.
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| Why Today's IPO Market May Surprise You | 28 Mar 2024 | 00:07:42 | |
Initial public offerings are off to a surprisingly strong start this year. Lizzie Reed, global head of the equity syndicate desk in Global Banking & Markets, discusses the trajectory of the IPO market for 2024 and investor sentiment in today's markets.
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| How markets are responding to central bank moves | 22 Mar 2024 | 00:07:32 | |
How are investors responding to central bank decisions across the globe? Vickie Chang, macro strategist in Goldman Sachs Research, discusses how the market has priced in this weekâs Bank of Japan and US Federal Reserve outcomes.Â
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| What tech investors are looking for now | 15 Mar 2024 | 00:05:09 | |
The tech trade isnât just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at whatâs driving tech stocks.
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| Breaking down the record highs | 08 Mar 2024 | 00:09:43 | |
What are record highs in stock indices like the S&P 500, Nasdaq, and the Nikkeiâ and even goldâ telling us about the state of the economy? Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management, discusses this week's market action and how investors are reacting.
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| Growth shocks, not just inflation, to be a primary driver of markets | 01 Mar 2024 | 00:10:10 | |
As inflation fears recede, growth shocks could become a greater driver of market volatility. Kamakshya Trivedi, head of global foreign exchange, interest rates, and emerging market strategy research at Goldman Sachs Research, explains what this "transition phase" means for investors' portfolios.Â
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| Can tech continue to power equities to new highs? | 23 Feb 2024 | 00:08:53 | |
Tech stocks are once again in focus, boosted by optimism over artificial intelligence. In the latest episode of The Markets, Goldman Sachs Researchâs David Kostin, chief US equity strategist, looks at whether this rally can continue.Â
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| Hedge Fund Outlook for 2024 | 16 Feb 2024 | 00:09:36 | |
What do hedge funds tell us about 2023 and the year ahead? Freddie Parker, co-head of Prime Insights and Analytics in Global Banking & Markets, discusses hedge fund performance last year and how a higher rate environment might benefit their portfolios in 2024.
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| Regional banks back in focus on real estate concerns | 09 Feb 2024 | 00:08:55 | |
Regional banks are back in the news, driven in part by their exposure to commercial and residential real estate. Ryan Nash, managing director in the Financials Group within Goldman Sachs Research, discusses what this means for investors.Â
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| How geopolitical instability is affecting markets | 02 Feb 2024 | 00:09:57 | |
As tensions in the Middle East continue to rise, what does this mean for markets and the global economy? Jared Cohen, president of Global Affairs and co-head of the Office of Applied Innovation at Goldman Sachs, and Sam Morgan, global head of fixed income currencies and commodities sales in Goldman Sachsâ Global Banking and Markets business, discuss the economic impacts of rising geopolitical instability.
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| Can tech continue to dominate the markets? | 26 Jan 2024 | 00:09:40 | |
Tech stocks in the âMagnificent Sevenâ are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, discusses what he believes to see in tech this year.Â
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| What Fed cuts will mean for markets | 02 Aug 2024 | 00:07:17 | |
The Fed said Wednesday that itâs getting closer to cutting rates. So what is the Fed focused on now, and how much could cuts impact markets? Josh Schiffrin, Global Head of Trading Strategy in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Â
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| Market takeaways from 2024âs World Economic Forum | 19 Jan 2024 | 00:07:56 | |
What economic issues were top of mind for world leaders as they gathered at the World Economic Forum in Davos, Switzerland this week? Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, discusses the key takeaways from Davos, as well as how investors are approaching todayâs geopolitical landscape.Â
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| What the latest inflation data means for markets, the Fed, and investorsâ portfolios | 12 Jan 2024 | 00:07:49 | |
A pickup in US inflation may push out the timing of the Federal Reserveâs rate cuts, according to Alexandra Wilson-Elizondo, co-chief investment officer of Multi-Asset Solutions in Goldman Sachs Asset Management.
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| What's ahead for tech stock valuations? | 05 Jan 2024 | 00:06:39 | |
The megacap tech sector surged in value in 2023. So what are the market opportunities in 2024? Eric Sheridan, Internet sector specialist in Goldman Sachs Research, discusses the drivers behind recent stock market performance.Â
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| As the Fed stays put, markets bet on timing of rate cuts | 15 Dec 2023 | 00:09:57 | |
Has the Fed officially achieved a soft landing? Josh Schiffrin, global head of trading strategy in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest Fed meeting and whatâs next for markets in 2024.
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| Why markets will be living in a strong US dollar world | 08 Dec 2023 | 00:10:00 | |
Against a backdrop of falling rates and resilient global growth, the US dollar typically declines. Goldman Sachs Researchâs Kamakshya Trivedi explains why he expects that decline to happen only âslowly and bumpily.â
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| How are investors approaching todayâs market strength? | 01 Dec 2023 | 00:10:01 | |
The S&P is trading near the high of the year, cash is earning historic highs, and bonds are more attractive than ever. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, breaks down the implications for investorsâ portfolios.Â
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| What are retail earnings and CPI telling us about the US consumer? | 17 Nov 2023 | 00:06:12 | |
As the holiday season approaches and CPI numbers show cooling inflation, what does that mean for US consumer spending? Goldman Sachs' Scott Feiler, a consumer sector specialist in Global Banking & Markets, discusses the outlook for the retail sector.
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| Are emerging markets due for a comeback? | 10 Nov 2023 | 00:06:10 | |
While rates are in focus in US markets, how are investors approaching emerging markets? Caesar Maasry, who leads the Emerging Markets Cross Asset Strategy team in Goldman Sachs Research, discusses the long period of underperformance in emerging markets and what their trajectory looks like into 2024.Â
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| What the BoJâs latest move means for global yields | 03 Nov 2023 | 00:09:29 | |
This week saw major decisions from some of the world's largest central banks, a continued focus on the relationship between the labor market and inflation, and the latest round of corporate earnings. Gurpreet Gill, a macro strategist on the Fixed Income team in Asset & Wealth Management, discusses the implications for markets and investors.Â
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| What big tech's earnings can tell us about AI, rates and future volatility | 27 Oct 2023 | 00:08:04 | |
The largest companies in both tech and overall market cap are reporting earnings this week and next. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, breaks down what this tells us about the tech sector and health of the US economy.Â
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| Is the big tech trade over? | 26 Jul 2024 | 00:09:07 | |
The US tech giants that have powered the equity market are leading the recent decline. So whatâs ahead for stocks, and where are the opportunities now? Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, discusses with Chris Hussey.Â
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| What the volatile bond market means for investors | 20 Oct 2023 | 00:07:16 | |
Amid increasing geopolitical uncertainty and a volatile bond market, the US economy continues to surprise to the upside. Ben Snider, senior strategist on the US portfolio strategy macro team in Goldman Sachs Research, explains the implications and why foreign buyers are flocking to US stocks.Â
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| The marketâs rate expectations | 13 Oct 2023 | 00:08:08 | |
This week saw a reversal in the US bond market, which has been marked by declining prices and rising yields. Josh Schiffrin, co head of Global and US Interest Rate Products in Global Banking and Markets at Goldman Sachs, discusses what this means for investors.
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| A more âdisciplinedâ IPO market | 06 Oct 2023 | 00:09:39 | |
How are large investors thinking about equity capital markets and the trajectory for the overall economy? Lizzie Reed, global head of the equity syndicate desk in Goldman Sachs Global Banking & Markets, dives into the findings of the teamâs survey. Â
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| The fixed-income selloff: A new supply-demand dynamic? | 29 Sep 2023 | 00:07:37 | |
10-year treasury yields hit a high not seen in fifteen years. Paula Hendrickson on Goldman Sachs Global Banking & Marketsâ Interest Rate Product Sales team joins to discuss what this means for markets.Â
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| The impact of rising oil prices | 22 Sep 2023 | 00:05:13 | |
OPEC production cuts and record demand have driven the price of oil sharply higher. Daan Struyven, head of oil research in Goldman Sachs Research, breaks down the drivers and implications for the broader economy.
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| What weâre hearing from some of the worldâs largest investors now | 15 Sep 2023 | 00:10:17 | |
Why are investors increasingly expecting a soft landing as inflation worries persist? Oscar Ostlund, global head of content strategy, market analytics & data science for Marquee in Goldman Sachs Global Banking & Markets, discusses the takeaways from the latest QuickPoll survey of 1,000 institutional investors.Â
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| Normalizing inflation: are âhard yardsâ ahead? | 08 Sep 2023 | 00:09:51 | |
What will it take for US inflation to normalize? Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, discusses US interest rates, the growth in private credit, and why the final push to a target rate might be a âgame of inches.âÂ
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| Are higher rates the new normal? | 18 Aug 2023 | 00:07:32 | |
Markets are currently âpriced for perfection,â according to some market observers. What factors into that analysis, and what might be missing? Greg Tuorto, a portfolio manager on the fundamental equity team in Goldman Sachs Asset Management, discusses the latest from the Fed, Chinaâs economy, and the new normal of higher rates.Â
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| What this week's CPI tells us about US economic health | 11 Aug 2023 | 00:08:40 | |
Recent economic indicators â from the Consumer Price Index and jobs numbers to the surge in long-term Treasury yields â suggest that the U.S. economy will likely avoid a recession. Ashish Shah, chief investment officer of public investing in Goldman Sachs Asset Management, joins our latest episode of The Markets, a series from Goldman Sachs Exchanges.
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| Why markets are in a period of 'normalization, not nirvana' | 04 Aug 2023 | 00:07:06 | |
US credit was downgraded this week and the latest JOLTS numbers came in. Alexandra Wilson-Elizondo, deputy chief investment officer of multi-asset solutions in Asset & Wealth Management, talks about the impact in our latest episode of Exchanges: The Markets.
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| Divergence watch: ECB decision and central banksâ policy paths | 19 Jul 2024 | 00:08:02 | |
In the wake of the ECB decision, what should we expect to see from central banks around the world â and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income team in Goldman Sachs Asset Management, joins Natasha Tiwana of Goldman Sachs Research to discuss.
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| What the Fedâs hike means for the S&P 500 | 28 Jul 2023 | 00:06:27 | |
What do the Fedâs recent hike and corporate earnings mean for markets? Ben Snider, senior strategist on the US Portfolio Strategy macro team in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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| Why the Nasdaq 100âs rebalancing matters for investors | 21 Jul 2023 | 00:09:48 | |
On July 24, the Nasdaq 100 will undergo a âspecial rebalance,â which is meant to curb the high concentration in the index of a handful of tech stocks. Discussing what this means for both investors and the equity prices of companies impacted by the rebalance, David Kostin, chief US equity strategist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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| Are investors betting the worst is over for U.S. inflation? | 14 Jul 2023 | 00:09:58 | |
How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fixed income team of Goldman Sachs Asset Management, breaks down the differences across countries on our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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| How institutional investors are navigating market crosscurrents | 07 Jul 2023 | 00:10:35 | |
Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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