The Markets
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
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Episodes (162)
AI Is Becoming a Stock Picker's Market
Oct 2, 2026
Why the Bond Market May Be the Stock Market's Biggest Risk
Sep 25, 2026
The Opportunities for Investors amid Higher-for-Longer Interest Rates
Sep 18, 2026
What a Fed Rate Hike Could Mean for US Stocks
Sep 11, 2026
Why Gold Is Expected to Rise to Record Highs
Sep 4, 2026
What Is the Outlook for Diesel and Gasoline Supplies?
Aug 28, 2026
Why US Equity Returns Are Broadening Beyond AI Stocks
Aug 21, 2026
How Inflation and Fiscal Policy Are Driving US Treasury Markets
Aug 14, 2026
Why US Stocks May ‘Grind Higher’
Aug 7, 2026
Are Hedge Funds Still Bullish on AI Stocks?
Jul 24, 2026
The 'Market of Stocks' vs. the 'Stock Market'
Jul 17, 2026
Bullish on the Dollar
Jul 10, 2026
S&P to 8,000 This Year?
Jun 26, 2026
‘It’s a Generational Opportunity’
Jun 12, 2026
Will Europe Outperform?
Jun 5, 2026
Can the Tech Surge Continue?
May 29, 2026
Why Rates Could Keep Rising
May 22, 2026
A Tale of Two Markets
May 15, 2026
How to Trade Oil Now
May 11, 2026
Riding the AI Wave
May 1, 2026
Big Opportunities in Small Cap Equities
Apr 24, 2026
Chase or Fade the Rally?
Apr 17, 2026
Big Tech Opportunity
Apr 10, 2026
“I’d Rather Be a Bond”
Mar 27, 2026
"The Market Is Fragile"
Mar 20, 2026
Untangling Signals of Market Stress
Mar 13, 2026
New Worries
Mar 6, 2026
$120 Oil Ahead?
Mar 4, 2026
A New Way to Trade Emerging Markets
Feb 27, 2026
Tech Comeback Ahead?
Feb 20, 2026
“Still Bullish Gold”
Feb 13, 2026
Stock Market Shakeout
Feb 10, 2026
Finding Opportunities in Financials
Feb 6, 2026
Long Gold and Long Stocks
Jan 30, 2026
“A Massive Broadening Trade”
Jan 23, 2026
Which Equity Markets Will Outperform?
Jan 16, 2026
Emerging Markets Could Keep Surging
Jan 9, 2026
“We Like Bonds”
Dec 19, 2025
Are More Rate Cuts Coming?
Dec 12, 2025
Why the Dollar Could Drop
Dec 5, 2025
Why Stocks Are Getting Wild
Nov 25, 2025
Consumer Concerns and Equity Opportunities
Nov 21, 2025
How to Trade a Credit Expansion
Nov 14, 2025
Rise of the Retail Investor
Nov 7, 2025
A “Blow-Off Top” Ahead?
Oct 31, 2025
Can the China Rally Continue?
Oct 24, 2025
The Bubble Question
Oct 17, 2025
Can the Rally Continue?
Oct 10, 2025
Hidden Volatility
Oct 3, 2025
A Contrarian Call on Europe
Sep 26, 2025