The tech trade isn’t just about AI. Peter Callahan, our US technology, media, and telecommunications sector specialist in Global Banking & Markets, takes a closer look at what’s driving tech stocks.
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May 29
Can the Tech Surge Continue?
Tech stocks have surged in the past two months. What’s behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. ... Show More
8m 6s
May 22
Why Rates Could Keep Rising
What’s driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. Recorded on May 21, 2026. The opinions and views expressed herei ... Show More
11m 31s
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
Jul 2023
Bridgewater's Greg Jensen on AI, Inflation and What Markets Are Getting Wrong
Every industry is trying to figure out just how AI or Large Language Models can be used to do business. But Bridgewater Associates, the world's largest hedge fund, has already been at it for a long time. For years, it has explored AI and adjacent technologies in order to analyze ... Show More
57m 31s
Jan 2021
“Early-stage startups we love right now” with Indie Hackers’ Courtland Allen & Pioneer’s Daniel Gross | E1162
Angel investor Jason Calacanis (Uber, Calm, Robinhood) interviews the world’s greatest founders, operators, investors and innovators. Get an insider’s look into venture capital, learn how to start and scale your own startup, and ride the cutting edge of technology in today's head ... Show More
1h 9m