logo
episode-header-image
Oct 2025
8m 46s

Hidden Volatility

GOLDMAN SACHS
About this episode
The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does this dynamic mean for investors, and where are the best opportunities now? Brian Garrett, head of equity execution on the Cross Asset Sales desk in Global Banking & Markets, discusses with Chris Hussey on the Goldman ... Show More
Up next
Sep 11
What a Fed Rate Hike Could Mean for US Stocks
Investors are pricing in a higher likelihood that the Federal Reserve will hike rates after core CPI inflation rose in August more than economists had estimated. However, a rate hike may not keep the US stock market from climbing higher, says Jonathan Shugar, head of Cross Asset ... Show More
11m 28s
Sep 4
Why Gold Is Expected to Rise to Record Highs
Gold set a record high in January, but uncertainty about US interest rates and disruption from the Iran war have led to an “elongated pause” in the rally, according to Tony Kim, global head of Metals Trading in Goldman Sachs FICC and Equities. Ultimately, Kim expects strong centr ... Show More
11m 44s
Aug 28
What Is the Outlook for Diesel and Gasoline Supplies?
Energy markets have been surprisingly resilient amid the disruption to shipping through the Strait of Hormuz. However, there are few signs of relief in markets for refined products such as diesel, gasoline, and jet fuel, says Nitin Jindal, head of Global Commodities in Goldman Sa ... Show More
8m 18s
Recommended Episodes
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
Jun 2024
The Big Trade Underneath the Strangely Calm Surface of the S&P 500
For much of this year, the S&P 500 has marched steadily higher while measures of stock market volatility, like the VIX, have stayed pretty low. But looking at the headline index only tells you part of the story. Beneath the surface of the S&P 500, individual stocks have been movi ... Show More
50m 58s
Sep 2025
Trump's H-1B Visa Plan Sparks Corporate Chaos, Snap Catches Meme Stock Fever
Stock market update for September 22, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance d ... Show More
9m 52s
Jun 2025
155: This Week In The S&P500: Slowing Momentum Nearing All Time Highs
The S&P 500 is closing in on all-time highs, but is momentum starting to fade? In this episode, Eric O’Rourke breaks down the key SPX levels to watch, including major option walls, falling volatility, and upcoming economic events like CPI and PPI that could shake things up.You'll ... Show More
9m 13s
Jul 2025
Novo Nordisk Plunges on Guidance Miss, Spotify Reports Surprise Loss
Stock market update for July 29, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does n ... Show More
9m 47s
Jun 2025
The World Grows More Uncertain
And yet, the market remains close to all time highs. (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss: - Macro uncertainty and market bullishness. - A record amount of unsold housing stock in the United States. - Chime’s IPO. - Earnings from RH and Adobe. (19 ... Show More
42m 31s
Jul 2025
Microsoft Hit by Cyberattack, Block Soars on S&P 500 Inclusion
Stock market update for July 21, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does n ... Show More
9m 48s
Jul 2025
GoPro Joins the Meme Stock Party, Goldman & BNY Team Up on Digital Tokens
Stock market update for July 23, 2025. This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does n ... Show More
9m 55s