Goldman Sachs Exchanges: The Markets

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Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.

Goldman Sachs


    • May 16, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 8m AVG DURATION
    • 97 EPISODES

    Ivy Insights

    The Goldman Sachs Exchanges: The Markets podcast is a captivating and informative podcast that delves into the world of finance and provides insightful analysis on global markets. With its deep-rooted expertise and long-standing history, it comes as no surprise that Goldman Sachs delivers a top-notch podcast experience.

    One of the best aspects of The Goldman Sachs Exchanges: The Markets podcast is the extensive knowledge and expertise shared by the hosts and guests. As a leading financial institution, Goldman Sachs has access to some of the brightest minds in the industry, and they utilize this advantage to provide listeners with valuable insights. From discussing market trends and investment strategies to analyzing economic indicators, every episode offers thought-provoking content that helps listeners stay informed about current financial developments.

    Another highlight of this podcast is its ability to break down complex financial concepts in an accessible manner. Finance can often be intimidating for those without a background in the field, but The Goldman Sachs Exchanges: The Markets podcast ensures that even individuals with limited knowledge can understand the topics being discussed. The hosts use clear language and provide real-life examples to explain intricate concepts, making it easier for listeners to grasp important information.

    However, one aspect that could be improved upon is the occasional lack of diversity in guest speakers. While Goldman Sachs undoubtedly has a wealth of talented individuals within its ranks, incorporating more diverse perspectives would enhance the overall listening experience. Including experts from different backgrounds or industries would bring fresh insights and allow for a more well-rounded discussion on various financial topics.

    In conclusion, The Goldman Sachs Exchanges: The Markets podcast is an exceptional resource for anyone interested in finance or investment banking. With its insightful analysis, knowledgeable hosts, and accessible approach to complex topics, this podcast stands out as an excellent source for staying up-to-date with global markets. While there is room for improvement in terms of diversifying guest speakers, overall, it offers a valuable learning experience for both seasoned professionals and beginners alike.



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    Latest episodes from Goldman Sachs Exchanges: The Markets

    Why tech stocks could keep rallying

    Play Episode Listen Later May 16, 2025 6:49


    After a dreadful start to the year, US tech stocks have regained their momentum. What's driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    “Long stocks, short bonds”

    Play Episode Listen Later May 9, 2025 10:13


    As 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 Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on May 8, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Time to buy bonds?

    Play Episode Listen Later May 2, 2025 10:04


    What'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 Chris Hussey.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    “The most attractive hedge”

    Play Episode Listen Later Apr 25, 2025 8:56


    Will 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 with Chris Hussey.  This episode was recorded on April 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    “Dips are meant to be bought”

    Play Episode Listen Later Apr 11, 2025 9:41


    As 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 Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on April 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tariffs could spark “a new rotation” in US equities

    Play Episode Listen Later Apr 4, 2025 11:58


    What 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 & Markets, shares his outlook with Chris Hussey.  This episode was recorded on April 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Can US equities rally again?

    Play Episode Listen Later Mar 28, 2025 8:58


    After 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 Equities Sales Trading, discusses with Chris Hussey on the Goldman Sachs trading floor.  This episode was recorded on March 27, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bonds or stocks: The 2025 income play

    Play Episode Listen Later Mar 21, 2025 8:57


    Amid 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 Chris Hussey.   This episode was recorded on March 20, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    “The US is still the place to be”

    Play Episode Listen Later Mar 14, 2025 8:30


    After 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 on March 12, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Buy the dip in US equities?

    Play Episode Listen Later Mar 7, 2025 8:49


    What's driving US stocks lower, and is this a buying opportunity for investors – or are there better opportunities in global markets? Rich Privorotsky, head of European One Delta Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Is the US consumer in trouble?

    Play Episode Listen Later Feb 28, 2025 7:36


    A 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, consumer sector specialist in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.   Recorded on February 27th, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Why gold could rise even higher

    Play Episode Listen Later Feb 21, 2025 9:10


    Gold prices have surged over the past year. What's driving the rally, and where does the metal fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    The 1982 playbook

    Play Episode Listen Later Feb 14, 2025 10:12


    After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.   Recorded on February 12th, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Finding opportunities in a “trickier” market

    Play Episode Listen Later Feb 7, 2025 8:04


    After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.   Recorded on February 6th, 2025.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    Markets make sense of the Fed

    Play Episode Listen Later Jan 31, 2025 8:31


    What was behind the volatile market reaction to this week's Fed decision – and where are the opportunities for bond investors now? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Mike Washington. Recorded on January 29, 2025

    The key US equity theme for 2025

    Play Episode Listen Later Jan 24, 2025 10:04


    With the Fed's policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.  

    The perfect setup for US stocks?

    Play Episode Listen Later Jan 17, 2025 10:42


    Inflation is coming down, while the employment picture is surprisingly robust. What does the latest economic data mean for the Fed – and for markets? Josh Schiffrin, chief strategy officer and head of financial risk for Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. 

    What the huge jobs number means for investors

    Play Episode Listen Later Jan 10, 2025 9:12


    Bond and equity markets are sliding after a strong US jobs report. Where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist on the Fixed Income team in Goldman Sachs Asset Management, discusses with Chris Hussey. 

    Why US stocks could keep rising in 2025

    Play Episode Listen Later Dec 20, 2024 9:48


    US stocks sunk after the Fed reduced its rate-cutting forecast for 2025. But is this an overreaction – and where are the opportunities for investors now? Ashok Varadhan, Co-Head of Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.  

    “US exceptionalism all over again”

    Play Episode Listen Later Dec 13, 2024 8:47


    Did this week's inflation data give the Fed the go-ahead to cut rates – and where's the opportunity for investors now? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. 

    What Black Friday numbers say about the US consumer

    Play Episode Listen Later Dec 6, 2024 8:27


    US retail stocks have been rallying recently. Will the holiday shopping season give investors a new reason to buy? Scott Feiler, consumer sector specialist with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

    What's the next tech trade?

    Play Episode Listen Later Nov 22, 2024 7:37


    Mega cap tech stocks have powered the market higher in 2024. But are there new opportunities for tech investors beyond the 'Magnificent 7'? Sung Cho, a portfolio manager within Goldman Sachs Asset Management and co-head of the US equity team, joins Chris Hussey. 

    Why a “Santa Rally” may be ahead

    Play Episode Listen Later Nov 15, 2024 8:11


    Can US stocks extend their gains through the end of the year? John Flood, head of Americas Equities Sales Trading with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

    Is the Trump trade just getting started?

    Play Episode Listen Later Nov 8, 2024 10:05


    US equities rose sharply on the US election results. Are further gains ahead, and where could the biggest opportunities be now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. 

    “A great time to buy bonds”

    Play Episode Listen Later Nov 1, 2024 10:22


    Rates have shot higher since the Fed's first cut. What's driving the bond market now, and where are the opportunities for investors? Lindsay Rosner, head of multi-sector investing in Goldman Sachs Asset Management, discusses with Chris Hussey. 

    Will earnings boost US stocks?

    Play Episode Listen Later Oct 25, 2024 10:42


    How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. He also shares some ideas on where the biggest opportunities could be today.  

    The new equity opportunities

    Play Episode Listen Later Oct 18, 2024 9:25


    It's time for equity investors to broaden their portfolios beyond the US tech giants, says Peter Oppenheimer, chief global equity strategist with Goldman Sachs Research. He explains why, and discusses some of the potential opportunities, in this conversation with Chris Hussey. 

    The biggest opportunities in US credit markets

    Play Episode Listen Later Oct 11, 2024 8:33


    This could be a good time to buy lower-rated debt, says Lotfi Karoui, chief credit strategist in Goldman Sachs Research. He discusses the Fed path, the economic backdrop, and credit supply dynamics with Chris Hussey.  

    Does the China rally have legs?

    Play Episode Listen Later Oct 4, 2024 9:59


    Chinese equities have shot sharply higher following the announcement of a broad stimulus package. Are more gains ahead? Lu Sun, a senior Asia macro strategist in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. 

    Is the US consumer still strong?

    Play Episode Listen Later Sep 27, 2024 8:41


    This week's weak consumer confidence number is leading to fresh questions about the resilience of the American consumer. Can the consumer keep powering the US economy, and are there opportunities in the consumer discretionary sector? Scott Feiler, Consumer Sector Specialist within Goldman Sachs Global Banking & Markets, discusses with Equities Sales Trader Mike Washington. 

    “The Fed's got your back”: What the rate cut means for investors

    Play Episode Listen Later Sep 20, 2024 9:54


    After the Fed's 50 basis-point cut, what's next for central bank policy and for markets? Anshul Sehgal, Head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. 

    Can the US rally get back on track?

    Play Episode Listen Later Sep 13, 2024 8:22


    What factors matter most to equity markets now — and what's the trade from here? Tony Pasquariello, Global Head of Hedge Fund Coverage in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey of Goldman Sachs Research. 

    What the jobs report means for markets

    Play Episode Listen Later Sep 6, 2024 9:30


    Friday's jobs report came in mixed—the 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. 

    The case for a tech comeback

    Play Episode Listen Later Aug 16, 2024 7:21


    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.

    “A solid buying opportunity”: Making sense of the market shakeout

    Play Episode Listen Later Aug 9, 2024 7:19


    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.

    What Fed cuts will mean for markets

    Play Episode Listen Later Aug 2, 2024 7:17


    The Fed said Wednesday that it's 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.  

    Is the big tech trade over?

    Play Episode Listen Later Jul 26, 2024 9:07


    The US tech giants that have powered the equity market are leading the recent decline. So what's 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. 

    Divergence watch: ECB decision and central banks' policy paths

    Play Episode Listen Later Jul 19, 2024 8:02


    In the wake of the ECB decision, what should we expect to see from central banks around the world – 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.

    Inflation cools, election heats up

    Play Episode Listen Later Jul 12, 2024 8:18


    With inflation coming down, and US elections on the horizon, what should investors be focused on now? Mike Cahill, senior currency strategist within Goldman Sachs Research, joins Jen Roth in Global Banking & Markets to how markets are reacting to new CPI data, and how US elections are impacting currencies. 

    Markets at midyear: AI & elections in focus

    Play Episode Listen Later Jun 28, 2024 9:16


    What is top of mind for investors as we enter the second half of 2024? Bobby Molavi, head of EMEA execution services in Global Banking & Markets, discusses big tech, global elections, and the health of the consumer.  

    What could drive the S&P 500 even higher?

    Play Episode Listen Later Jun 21, 2024 9:25


    As the S&P 500 continues to notch record highs, questions have arisen around concentration, sentiment, and valuations. So what's really driving US equities – and can the rally continue? John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, discusses with Goldman Sachs Research's Chris Hussey.

    Are markets overreacting to inflation data?

    Play Episode Listen Later Jun 14, 2024 9:04


    Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management.

    Is India still attractive for investors?

    Play Episode Listen Later Jun 7, 2024 10:00


    Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi's majority. What's behind the volatility, and are dents forming in India's 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.  

    Consumer stocks: Finding the winners

    Play Episode Listen Later May 31, 2024 7:59


    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 Research's Chris Hussey to discuss how investors are weighing the US consumer.  

    Why copper is hitting record highs

    Play Episode Listen Later May 24, 2024 8:07


    Copper— the metal that's critical for everything from wind turbines to electric grids—surged 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. 

    A market friendly data print— for now

    Play Episode Listen Later May 17, 2024 8:57


    While this week's CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed's next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets.

    Why big tech's earnings reveal a "bifurcated market"

    Play Episode Listen Later May 10, 2024 5:55


    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 tech's earnings and what he expects for the sector. 

    Currencies, rates, and a volatile yen

    Play Episode Listen Later May 3, 2024 7:28


    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 & Markets' Lindsay Matcham discusses the recent Fed and BoJ moves.   

    Why investors should “expect the chop to continue”

    Play Episode Listen Later Apr 26, 2024 9:38


    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. 

    Does the market need rate cuts?

    Play Episode Listen Later Apr 19, 2024 9:26


    "We might just be in a different regime than we were from 2010 to 2020,” 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. 

    Turning tail risks into tailwinds

    Play Episode Listen Later Apr 12, 2024 9:23


    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.  

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