The Markets

After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on April 30, 2026. The opinions and views expressed herein are as of the date of publication, subject...

After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, head of the US Small and SMID Cap team in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on April 23, 2026. The opinions and views expressed herein are as of the date of publicat...

US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us about the state of the economy? Bobby Molavi, head of European Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on April 16, 2026. The opinions and v...

After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith, who co-runs New York Equity Derivatives Sales in Goldman Sachs Global Banking & Markets, discusses with Mike Washington. Recorded on April 8, 2026. The opinions and views expressed herein are as of t...

Bond yields have risen sharply in the past month. Is this move an overreaction – and is it creating opportunities for investors? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on March 25, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily...

While the S&P 500 has traded within a relatively narrow range this year, there are significant signals of stress below the surface, says John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets. He discusses investor positioning, and the potential for “asset-heavy” companies to outperform, in this conversation with Chris Hussey. Recorded on March 18, 2026. The opinio...

Geopolitical uncertainty and a decline in S&P 500 liquidity are prompting institutional investors to hedge against macro risks. How are investors responding to surging volumes and shifting thematic trades? John Flood, head of Americas Equities Execution Services in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on March 12, 2026. Th...

A weaker-than-expected employment report, and increasing geopolitical concerns, are leading to significant market volatility. How should investors make sense of this environment? 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.  Recorded on March 6, 2026.  The opinions and v...

The conflict in Iran has led to a significant spike in oil prices. What will determine the commodity’s next move, and how much higher could oil prices rise? Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on March 3, 2026.  The opinions and views expressed herein are as o...

Emerging market equities have continued to rally in 2026. What’s driving the gains, and where are the opportunities now? Stratford Dennis, head of emerging market equities trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on February 26, 2026. The opinions and views expressed herein are as of the date of publication, subject...

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. Recorded on February 19,...

What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey. Recorded on February 12, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutio...

There is significant volatility beneath the surface of the US equity market. So what’s driving these moves – and where are the opportunities for investors now? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on February 9, 2026.  The opinions and views expres...

Can US financials outperform in 2026 – and where are the most attractive opportunities? Christian DeGrasse, financial sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on February 4, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not nec...

Do investors need a new barbell strategy? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses market drivers and portfolio positioning with Chris Hussey on the Goldman Sachs trading floor.  This episode was recorded on January 29, 2026. The opinions and views expressed herein are as of the date of publication, subject to chan...

Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on January 22, 2026. The opinions and views expressed herein are as of th...

What factors could drive global markets in 2026 – and how should investors think about hedging their exposure? Kunal Shah, co-CEO of Goldman Sachs International and global co-head of the Fixed Income, Currency, and Commodities business, discusses with Chris Hussey. Recorded on January 14, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without not...

After a big 2025 for emerging markets, are more gains ahead this year? And what countries and sectors should investors focus on? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on January 7, 2026. The opinions and views expressed herein are as of the date of publication, subject to change witho...

How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on December 17, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily re...

What did we learn from the Federal Reserve about the likely path of monetary policy in 2026 – and where are the best trades right 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 December 11, 2025. The opinions and views expressed herein a...

After falling sharply to start the year, the US dollar has been flat over the past eight months. What could drive the next move – and where can traders find the biggest opportunities in currency markets now?  Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on December 4, 2025. The opini...

What’s driving the volatility in US equities, and how should investors look to position now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey. This episode was recorded on November 24, 2025. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessaril...

As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, consumer sector specialist in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Recorded on November 18, 2025.  The opinions and views expressed herein are as of t...

The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opportunities now? Sehgal discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on Nove...

As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be opening up as a result? John Marshall, head of derivatives research in Goldman Sachs Research, discusses with Chris Hussey.  Recorded on November 5, 2025.  The opinions and views expressed herein are as of the date of publication, subject to change wi...