After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on February 12th, 2025.
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Jul 24
Are Hedge Funds Still Bullish on AI Stocks?
Tech stocks been buffeted by a reversal of momentum in US equities, but hedge funds are still fundamentally bullish on AI stocks, according to Vincent Lin, co-head of Prime Insights and Analytics in Global Banking & Markets. In this conversation with Chris Hussey, he explains why ... Show More
11m 43s
Jul 17
The 'Market of Stocks' vs. the 'Stock Market'
As more US companies report earnings next week, the bar is “very high” from the perspective of analysts and option market makers, says Brian Garrett, head of equities on the Cross Asset Sales desk in FICC & Equities. In this conversation with Chris Hussey, he also discusses how d ... Show More
12m 27s
May 2023
Is the U.S. Economy Starting to Roll Over?
Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch.
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36m 9s
Jun 2025
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
25m 49s
Dec 2017
Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation
Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of Bookmark Advisors. Each gives his take on where we are in terms of inflation no ... Show More
1h 10m
Jan 2024
Navigating Key Market Moving Headlines 01/11/24
<p>Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk d ... Show More
45m 37s
Feb 2024
Unpacking January’s FOMC Meeting With BE’s Wong: Macro Matters
The risk of inflation re-accelerating is really in the last three months of 2024, says Anna Wong, chief US economist at Bloomberg Economics. In this episode of the Macro Matters podcast, Wong joins host and Chief US Interest Rate Strategist Ira Jersey to discuss details of the Ja ... Show More
20m 30s
