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Sep 2025
5m 50s

Sentiment Check on Tech

GOLDMAN SACHS
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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
Jul 10
Bullish on the Dollar
Could the US dollar keep rising from here? Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, says that interest rates differential, Fed policy, and geopolitical factors could continue to boost the greenback. He also shares h ... Show More
10m 38s
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