Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, discusses what he believes to see in tech this year.
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Feb 6
Finding Opportunities in Financials
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 ... Show More
10m 26s
Jan 30
Long Gold and Long Stocks
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 r ... Show More
12m 11s
May 2022
What’s Behind the Tech Sell-Off?
How low can tech go? The sharp sell-off in technology shares is one of the sector’s worst stretches in years. In our latest Exchanges at Goldman Sachs, Brook Dane, portfolio manager in Goldman Sachs Asset Management, and Peter Callahan, a U.S. TMT sector specialist in our Global ... Show More
25m 14s
Oct 2021
Equity Monday: Byju's raises more money, somehow, as tech stocks fall
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.
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8m 10s
Feb 2023
Steve Eisman on the 'Paradigm Shift' Happening in Markets Right Now
After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing o ... Show More
48m 33s