The Markets

Latest Episodes:

“Stocks Are Still Very Undervalued” Aug 01, 2025

Show notes

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 Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.

Recorded on July 31, 2025.

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Will the dollar keep dropping? Jul 25, 2025

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Does the US dollar have further to fall – and what are the best ways to play this theme? Kunal Shah, co-CEO of Goldman Sachs International and global-co-head of the Fixed Income, Currency, and Commodities business, discusses with Chris Hussey. This episode was recorded on July 24, 2025.

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Global income plays Jul 18, 2025

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What does inflation data tell us about the impact of US tariffs, and where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist with Goldman Sachs Asset Management, discusses with Chris Hussey.

Recorded on July 16, 2025.

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The three top equity market themes Jul 11, 2025

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What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

Recorded on July 10, 2025.

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Climbing the “wall of worry” Jun 27, 2025

Show notes

Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

This episode was recorded on June 26, 2025.

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European opportunities Jun 20, 2025

Show notes

Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor in London.

This episode was recorded on June 17, 2025.

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Staying long US assets Jun 13, 2025

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What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.

This episode was recorded on June 12, 2025.

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“This is what people were hoping for” Jun 06, 2025

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Will the stronger-than-expected jobs report give investors a reason to chase the US equity rally? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

Recorded on June 6, 2025.

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Why emerging markets could keep rallying May 30, 2025

Show notes

What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor.

This episode was recorded on May 28, 2025.

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Fade the S&P 500 rally? May 23, 2025

Show notes

US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.

This episode was recorded on May 22, 2025.

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