After a dreadful start to the year, US tech stocks have regained their momentum. What’s driving the rally, and how should investors position now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was ... Show More
Oct 2
AI Is Becoming a Stock Picker's Market
Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FI ... Show More
9m 23s
Sep 25
Why the Bond Market May Be the Stock Market's Biggest Risk
With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorting bonds could be a useful hed ... Show More
11m 54s
Sep 18
The Opportunities for Investors amid Higher-for-Longer Interest Rates
The Federal Reserve signaled this week that interest rates could be higher for longer, which may pose a challenge for the broader equity market if tighter policy leads to less consumption, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities. However, comp ... Show More
10m 54s
May 2025
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
May 2021
Is the Tech Sell-Off Over?
The Nasdaq bouncing back. Scott Wapner and the Investment Committee debate if the tech sell-off is past the worst of it, and the growth names that are worth looking at right now. Plus, a double upgrade for one recently beaten up stock. And later, your video questions are answere ... Show More
43m 27s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s
Mar 2022
Improving Market, Attractive Stocks
The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well ... Show More
39m 30s