The Markets

Latest Episodes:

What Black Friday numbers say about the US consumer Dec 06, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

What’s the next tech trade? Nov 22, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Why a “Santa Rally” may be ahead Nov 15, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the Trump trade just getting started? Nov 08, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

“A great time to buy bonds” Nov 01, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Will earnings boost US stocks? Oct 25, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The new equity opportunities Oct 18, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest opportunities in US credit markets Oct 11, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Does the China rally have legs? Oct 04, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the US consumer still strong? Sep 27, 2024

Show notes

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.

Learn more about your ad choices. Visit megaphone.fm/adchoices