The Markets

Weekly market analysis and trading insights from Goldman Sachs professionals AI summary

Goldman Sachs Business · EN · 168 episodes · latest 2026-11-13

Rank 3380

0 upvotes, 0 downvotes

Embed a widget with this podcast’s standing on your website

What it is about

What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

Publisher’s own description, taken unchanged from the podcast feed.
© Copyright 2023 Goldman Sachs, all rights reserved.

Listen

Available at these services — the RSS feed works in any podcast app.

Apple Podcasts Spotify

Latest episodes

How Will Higher-than-Expected Inflation Data Impact the Fed's Next Rate Decisions?

2026-11-13 · 11 min

While a smaller hike remains more likely, October’s hotter-than-expected inflation data may open the door to a 50-basis point rate hike at the Fed’s December meeting, says Muhammad Qubbaj, co-head of North America…
The US Midterms: Reshaping the Stock Market

2026-11-06 · 7 min

The US midterm elections could strengthen the stock market rotation that was already underway, says Lou Miller, global head of Custom Basket Trading in Goldman Sachs FICC and Equities. Traditional defensive sectors such…
Bullish Options Trades Slow amid AI Uncertainty

2026-10-30 · 10 min

Options markets are showing signs of increased nervousness about artificial intelligence (AI) as investors focus closely on earnings from large tech companies and try to separate likely winners from losers, says Lee…
Why Investors Are Reducing AI Exposure

2026-10-23 · 11 min

Markets are scrutinizing the crowded AI trade as investors reassess technology infrastructure spending plans and factor in rising capital costs, says Rich Privorotsky, head of European Equities Trading within Goldman…
How Higher Rates and AI Issuance Are Affecting Credit Markets

2026-10-16 · 11 min

Credit markets have stayed resilient even as interest rates rise and investors scrutinize the outlook for artificial intelligence (AI), says Alex Finston, co-head of US and Asia Credit Trading in Goldman Sachs FICC and…
Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility

2026-10-09 · 11 min

Hedge fund positioning in equities for long-short strategies is at historically low levels amid ongoing volatility in interest rates and oil prices, says Mark Wilson, head of European Equity Franchise Sales and Hedge…
AI Is Becoming a Stock Picker's Market

2026-10-02 · 9 min

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,…
Why the Bond Market May Be the Stock Market's Biggest Risk

2026-09-25 · 12 min

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…
The Opportunities for Investors amid Higher-for-Longer Interest Rates

2026-09-18 · 11 min

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…
What a Fed Rate Hike Could Mean for US Stocks

2026-09-11 · 11 min

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…

Episode details from the publisher’s feed. Playback happens at the publisher.

Publisher details

Oldest episode in feed: 04/2023 · over 3 years
Typical length: 9 min
Format: Episodic Newest first, episodes stand alone

The Markets in the rankings

The best Business podcasts The best English-language podcasts All rankings ›

For podcasters

Is this podcast yours? Verify it — afterwards you can correct details, get the widget for your website, and we let you know when your podcast is nominated or wins.

You need to be logged in for this.