US stocks have risen significantly from their early April lows. Is the bounce over – and how are smart investors positioning now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor.
This episode was recorded on May 22, 2025.
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Nov 21
Consumer Concerns and Equity Opportunities
As worries about the US consumer intensify, what’s the outlook for earnings and for the holiday shopping season – and are there now opportunities in some of these beaten-down stocks? Scott Feiler, consumer sector specialist in Global Banking & Markets, discusses with Chris Hussey ... Show More
8m 15s
Nov 14
How to Trade a Credit Expansion
The US economy is in the midst of a “handover” from a fiscal expansion to a credit expansion, says Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets. What does that mean for portfolios – and where are the biggest opp ... Show More
10m 52s
Nov 7
Rise of the Retail Investor
As retail investor activity become a more significant driver of US equities, how is their behavior shaping markets – and what opportunities could be opening up as a result? John Marshall, head of derivatives research in Goldman Sachs Research, discusses with Chris Hussey. Recorde ... Show More
8m 52s
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
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
Feb 2025
MM #247: All-Star Stocks, $100K Investment Strategy, Starting from Zero & Warren Buffett’s Shocking Move!
<p><span>In this episode of Market Mondays, we break down the top stock picks, market trends, and investment strategies. We build an all-star stock team, analyze whether GFL is a buy, and compare top alcohol stocks like Anheuser Busch, Constellation Brands, and Diageo. We also di ... Show More
2h 3m
Oct 16
Markets rebound on luxury rally and earnings boost
Global equities rebounded midweek, driven by a sharp rally in European luxury stocks and strong earnings from major US banks. US-China trade tensions remain in focus, with Treasury Secretary Bessent reaffirming a firm stance. The AI theme continues to dominate headlines, supporte ... Show More
14m 33s