The Markets
Goldman Sachs leaders and analysts break down the key issues moving markets in this weekly podcast.
Latest Episode
The Bubble Question (17.10.2025)
Previous Episodes
- Can the Rally Continue?
- Hidden Volatility
- A Contrarian Call on Europe
- Will Fed Cuts Drive Stocks Higher?
- Sentiment Check on Tech
- What the Weak Jobs Report Means For Markets
- The Fed Cut Playbook
- Still Bullish on Big Tech
- “Stocks Are Still Very Undervalued”
- Will the dollar keep dropping?
- Global income plays
- The three top equity market themes
- Climbing the “wall of worry”
- European opportunities
- Staying long US assets
- “This is what people were hoping for”
- Why emerging markets could keep rallying
- Fade the S&P 500 rally?
- Why tech stocks could keep rallying
- “Long stocks, short bonds”
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