logo
episode-header-image
Jan 2024
47m 9s

MM139: Goldman doubles down and Trump wi...

AMPLIFYME
About this episode

In our latest review of this week in markets we cover the following topics:


  • UK CPI and US Retail Sales surprise analysts. What does this mean for future monetary policy?


  • A breakdown of the latest earnings from Goldman Sachs and Morgan Stanley. Who will win the battle of the banking giants?


  • Donald Trump wins a landslide victory in Iowa. What next and how AI could transform the 2024 elections


Find out more about AmplifyME at www.amplifyme.com


Hosted on Acast. See acast.com/privacy for more information.

Up next
Yesterday
The AI Hedge Fund That Blew Up | The Situational Awareness Story
A 22-year-old former OpenAI researcher built one of the hottest AI-focused hedge funds on Wall Street, generated extraordinary returns, then watched it unravel in spectacular fashion after a leveraged bet went wrong. Citadel stepped in to buy the portfolio, markets rebounded, and ... Show More
47m 26s
Aug 3
The AI Investment Playbook: Who Wins Next & Where the Money Goes
Artificial intelligence is changing the world, but who will actually make the money?In this episode of the Market Maker Podcast, we explore the AI investment ecosystem to understand where value is really being created. From OpenAI and Anthropic to Nvidia, Apple, Microsoft, Alphab ... Show More
54m 48s
Jul 30
The World of Corporate Banking Explained
In this episode, Stephen discusses the often misunderstood field of corporate banking, highlighting its significance within the financial services industry. He explains the core functions of corporate banking, the career paths available, and the technical skills required for succ ... Show More
19m 59s
Recommended Episodes
Nov 2024
Markets Love Certainty
Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.   (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 P ... Show More
24m 6s
Nov 2024
What Trump’s win means for markets and portfolios
The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Eq ... Show More
22m 38s
Jul 2025
Interest rate debate
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).Show links: Wall Steet moves higher aft ... Show More
9m 8s
Apr 2023
Who Wins When Markets Fight Policymakers?
In this week's roundup of global macro and market developments, Weston Nakamura flags key points from the World Bank & IMF Spring Meetings held in Washington D.C. this week, as IMF projects Asia to contribute to 70% of global growth for this year, Bank of Japan's brand new Govern ... Show More
15m 38s
Nov 2024
Election Reflections
Join Moe & Javaid for a post-election episode. Our hosts will dissect the results of the 2024 presidential race and their potential impact on the financial landscape. This week Moe & Javaid analyze the market's initial reaction to Donald Trump's victory and explore the implicatio ... Show More
37m 23s
Nov 2024
Prof G Markets: Winners and Losers Under Trump’s Second Term
Follow Prof G Markets: Apple Podcasts Spotify Scott and Ed open the show by discussing the end of the Boeing machinist workers strike, Perplexity’s offer to help the New York Times, and Palantir’s earnings. Then Scott and Ed break down the sectors that they expect will see t ... Show More
51m 9s
Nov 2024
Nvidia hits USD 3.6 trillion milestone, Bitcoin tops USD 81,000
<p>Donald Trump's presidential victory boosted US equities, with gains led by banks, energy and small caps – the S&amp;P 500 had its best week so far this year. Bitcoin crossed USD 81,000 for the first time ever and Nvidia became the first company to surpass USD 3.6 trillion in m ... Show More
10m 34s
Nov 2024
What markets bet President Trump will do
On the day after the election, Wall Street responded in a dramatic way. Some stocks went way up, others went way down. By reading those signals — by breaking down what people were buying and what they were selling — you can learn a lot about where the economy might be headed. Or ... Show More
26m 37s
Jul 2025
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).Show Notes:Nvidia hits $4 trillion market capNetflix Is Still KingMost Fed officials ... Show More
11m 6s
Nov 2024
Is Trump No Longer a Felon? | 11.19.24 OVTLYR Trading Room
<p> In today’s video, we’re diving into everything from politics and hot issues to a breakdown of the markets and actionable stock insights. We start with the latest updates on Trump’s legal battles—what’s real, what’s noise, and what it all means for markets. If you’ve been wond ... Show More
34m 35s