Aug 15

The Fed Cut Playbook

With a September rate cut looking increasingly likely, where are the opportunities in bond, currency, and equity markets? Josh Schiffrin, Chief Strategy Officer and Head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldman Sa ... Show More

10m 22s

Aug 8

Still Bullish on Big Tech

As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ... Show More

7m 1s

Aug 1

“Stocks Are Still Very Undervalued”

With the Fed still waiting on rate cuts, what’s the outlook for global assets – and where are the biggest opportunities now? Anshul Sehgal, Global Co-Head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldm ... Show More

12m 10s

Mar 2025

Goldman Sach's David Kostin Talks Stocks, Markets

David Kostin, Goldman Sachs chief US equity strategist, says the group of Magnificent Seven stocks are now the Maleficent Seven and they've been a "real source of pain" in the market this year. Kostin lowered his 2025 year-end S&P 500 price target from 6,500 to 6,200. Kostin spea ... Show More

9m 53s

Jan 2025

SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025

Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ro ... Show More

42m 58s

Feb 2025

Tech's Triple Whammy, Tesla and Ford in Reverse, Honeywell CEO on Split Decision 2/6/25

Carl Quintanilla, Jim Cramer and David Faber focused on a barrage of earnings, including results in the chip sector: Shares of Qualcomm and Arm Holdings down sharply despite better-than-expected quarterly results. Apple supplier Skyworks Solutions plunged on revenue guidance. A p ... Show More

46m 4s

May 1

Nasdaq CEO Adena Friedman on the future of public markets

Adena Friedman, Chair and CEO of Nasdaq, has expanded Nasdaq from an exchange operator to a global technology and insights platform. She spoke with Goldman Sachs COO and President John Waldron about how Nasdaq is utilizing AI and cloud technology to drive financial innovation, as ... Show More

37m 34s

Jul 31

Tech giants lift markets after Fed-induced decline

Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a modest decline in stock prices. However, after the close of trading, both Microsoft and Meta reported strong earnings for Q2, with the ... Show More

12m 45s

Apr 2025

Global stock markets plunge deeper as trade war escalates

As the emerging trade war takes its toll, causing global stock markets to sell off from Japan to Mexico, investor sentiment continues to deteriorate rapidly. After US stocks fell steeply on Friday, Asian equities have plummeted today, with tech and banking stocks leading the decl ... Show More

20m 12s

Aug 2024

Memo to Nvidia bears: tech beast has a monopolistic profit margin

Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ... Show More

25m 38s

Aug 20

Tech stocks stumble but the broader market holds up

While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 con ... Show More

17m 19s

Jul 9

Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25

Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street research f ... Show More

43m 53s

Jul 8

The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25

Big banks head lower as investors scoop up beaten down sectors like small caps, healthcare, and airlines. Could the next great rotation in the market be underway? Plus Coreweave shedding some of its gains after the company announced a data deal, and the acquisition is fueling Wal ... Show More

43m 47s

The case for a tech comeback