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    Business

    The Markets

    What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

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    Latest Episodes:
    Why tech stocks could keep rallying May 16, 2025
    Show notes

    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.


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    “Long stocks, short bonds” May 09, 2025
    Show notes

    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.

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    Time to buy bonds? May 02, 2025
    Show notes

    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.

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    “The most attractive hedge” Apr 25, 2025
    Show notes

    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.

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    Opportunities amidst historic volatility Apr 11, 2025
    Show notes

    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.

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    Tariffs could spark “a new rotation” in US equities Apr 04, 2025
    Show notes

    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.


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    Can US equities rally again? Mar 28, 2025
    Show notes

    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.

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    Bonds or stocks: The 2025 income play Mar 21, 2025
    Show notes

    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.

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    “The US is still the place to be” Mar 14, 2025
    Show notes

    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.

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    Buy the dip in US equities? Mar 07, 2025
    Show notes

    After 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 & Markets, discusses with Chris Hussey.

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