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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9:34
Why tech stocks could keep rallying
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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6:49
“Long stocks, short bonds”
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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10:13
Time to buy bonds?
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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10:04
“The most attractive hedge”
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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