logo
episode-header-image
Feb 2025
8m 4s

Finding opportunities in a “trickier” ma...

GOLDMAN SACHS
About this episode

After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.

 

Recorded on February 6th, 2025. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Jun 27
Climbing the “wall of worry”
Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Husse ... Show More
10m 9s
Jun 20
European opportunities
Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor in London. This episode was recorded on ... Show More
9m 56s
Jun 13
Staying long US assets
What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on June 12, 2025. Learn more abo ... Show More
8m 37s
Recommended Episodes
May 2024
MM150: Fed Decision Explained & Apple Beats The Street
Get the inside scoop on the latest moves in financial markets with our deep dive into recent headlines.  Make sense of what the US central bank said this week, how markets reacted and what might come next. Apple shares jumped after the company posted stronger-than-expected sales ... Show More
42m 23s
Jun 23
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
24m 23s
May 13
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
Aug 2024
The Trading Floor: Monday's Market Selloff Explained
The headline on Bloomberg reads '$6.4 trillion stock wipeout has traders fearing ‘Great Unwind’ is just starting'. Join us as we delve into the key drivers behind Monday’s dramatic selloff in global equities. We'll explore the fundamental factors, market mechanics, and investor p ... Show More
39m 43s
May 2024
Demystifying Investment Banking: A Day in the Life of a Leveraged Finance Analyst (Part 2)
Join us for the second and final episode of our mini-series, where we delve into the daily responsibilities of a Leveraged Finance (LevFin) Analyst.  Discover how this role stands out within the banking division, and gain insider tips on successfully entering this dynamic field.  ... Show More
16m 28s
Dec 2024
IPO : bilan 2024, perspectives 2025
Mardi 10 décembre 2024, SMART BOURSE reçoit Pierre Kiecolt-Wahl (Partner, Managing Director, Equity Capital Markets, Bryan Garnier & Co) ----------------------------------------------------------------------- SMART BOURSE - L’émission à l’écoute des marchés Actualité boursière, m ... Show More
12m 54s
Aug 2024
MM #221: What’s Next for Investors: Recession Proof Stocks, Market Predictions, Gold, Crypto, & Nasdaq Bottom
In this power-packed episode of Market Mondays, we explore some of the most critical and timely financial topics affecting today's markets. First, we dive into the complexities of the Yen carry trade—discussing whether it's truly over or if there are more potential financ ... Show More
1h 59m
Sep 2024
Leveraged finance markets: As good as it gets?
Join Daniel Rudnicki Schlumberger, Head of Leveraged Finance in EMEA, Andrew Crook, Head of Leveraged Finance Sales, and Daniel Lamy, Head of European Credit Strategy Research, to explore the world of leveraged finance. They provide a snapshot of the latest insights and trends fr ... Show More
19m 9s
May 2
157. From Intern to Offer: The Unwritten Rules of Wall Street Success (Plus Some Markets and Tariff Talk)
Send us a textThis week we start off talking about what's happening in the markets: the latest GDP print—and why the headline number being down isn’t quite as simple as it sounds. We unpack the mechanics behind the contraction, including how tariff-fueled inventory surges and net ... Show More
1h 26m
Jan 2025
How to Buy a $13m Business with No PG, No Investors
Sale-leaseback and asset-based lending enabled Carlo Santelli to acquire and own 100% of a $3.5m EBITDA manufacturer.Topics in Carlo’s interview:Applying 3x to Columbia before getting inLeaving a finance career to buy a businessWhy he only buys proprietary, not through brokersMai ... Show More
1h 27m