The Markets
Business & Finance
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What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
Episodes
- How to Trade Oil Now
Jerome Dortmans and Chris Hussey discuss the drivers of the crude oil and refined product markets and potential trading opportunities. Dortmans shares insights on oil prices and the complexities of the market.
- Riding the AI Wave
Anshul Sehgal and Chris Hussey discuss potential Fed policy shifts and insights from tech giants’ earnings regarding the AI trade. This episode was recorded on April 30, 2026.
- Big Opportunities in Small Cap Equities
Greg Tuorto, head of the US Small and SMID Cap team at Goldman Sachs Asset Management, and Chris Hussey discuss the potential for a sustained rally in small-cap equities. They explore where investors can find opportunities and if this mome…
- Chase or Fade the Rally?
This episode of The Markets discusses the rebound of US equities to all-time highs. It explores whether further gains are anticipated or if traders should consider taking profits, and what earnings reports reveal about the economy.
- Big Tech Opportunity
Lee Coppersmith and Mike Washington discuss the potential for US equities to go higher and strategies for investors to take bullish positions. They cover the market outlook after a significant rally and ways to invest in US equities.
- “I’d Rather Be a Bond”
This episode of The Markets features Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, discussing with Chris Hussey the recent sharp rise in bond yields. They explore whether this move is an overreaction and…
- "The Market Is Fragile"
John Storey, Co-Head of Equities Distribution in Goldman Sachs Global Banking & Markets, discusses market stress signals, investor positioning, and the potential for asset-heavy companies to outperform. This conversation with Chris Hussey…
- Untangling Signals of Market Stress
John Flood and Chris Hussey discuss how institutional investors are responding to market stress due to geopolitical uncertainty and a decline in S&P 500 liquidity. They also cover investor responses to surging volumes and shifting thematic…
- New Worries
This episode of The Markets features Josh Schiffrin and Chris Hussey discussing current market volatility. They cover employment reports and geopolitical concerns, offering insights for investors.
- $120 Oil Ahead?
Jerome Dortmans and Chris Hussey discuss the impact of the Iran conflict on oil prices. They explore the potential for oil prices to rise and what factors will influence the commodity's future movement.
- A New Way to Trade Emerging Markets
On "The Markets" podcast, Stratford Dennis discusses emerging market equities trading. He explores the factors driving gains and current opportunities in these markets.
- Tech Comeback Ahead?
On "The Markets," Peter Callahan and Mike Washington discuss the US tech sector. They explore factors that could lead to a bullish reversal and identify potential rebound stocks.
- “Still Bullish Gold”
Lina Thomas, senior commodities analyst at Goldman Sachs Research, discusses recent gold price volatility and potential for further gains with Chris Hussey. This episode was recorded on February 12, 2026.
- Stock Market Shakeout
Shawn Tuteja and Chris Hussey discuss the volatility in the US equity market and potential investment opportunities. This episode explores the factors driving these market movements.
- Finding Opportunities in Financials
Christian DeGrasse, a financial sector specialist, and Chris Hussey discuss potential opportunities and outperformance in US financials in 2026. This discussion took place on the Goldman Sachs trading floor.
- Long Gold and Long Stocks
On The Markets podcast, Anshul Sehgal and Chris Hussey discuss market drivers and portfolio positioning. They explore the idea of a new barbell strategy for investors. This episode was recorded on January 29, 2026.
- “A Massive Broadening Trade”
This episode of The Markets discusses how investors are positioning and where the best opportunities in global equities are, given fresh market volatility from US tariffs and Japanese fiscal policy. Rich Privorotsky and Chris Hussey discus…
- Which Equity Markets Will Outperform?
Kunal Shah and Chris Hussey discuss factors shaping global markets in 2026 and strategies for hedging exposure. This episode of "The Markets" was recorded on January 14, 2026.
- Emerging Markets Could Keep Surging
Stratford Dennis and Chris Hussey discuss the future of emerging markets. They explore potential gains and areas of investment focus for the year.
- “We Like Bonds”
Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management, discusses the outlook for fixed income into 2026, the jobs market, and Fed policy. This episode of The Markets features a conversation with Chris Hussey.
- Are More Rate Cuts Coming?
Josh Schiffrin, chief strategy officer and head of Financial Risk for Goldman Sachs Global Banking & Markets, discusses the likely path of monetary policy and current best trades with Chris Hussey. They share insights from the Federal Rese…
- Why the Dollar Could Drop
This episode of "The Markets" features Brian Dunne, head of Americas Foreign Exchange Options Trading in Goldman Sachs Global Banking & Markets, who discusses the US dollar and potential opportunities in currency markets with Chris Hussey.…
- Why Stocks Are Getting Wild
Brian Garrett, head of equity execution, and Chris Hussey discuss the volatility in US equities, covering the factors driving it and advice for investor positioning. The episode was recorded on November 24, 2025.
- Consumer Concerns and Equity Opportunities
This episode discusses the outlook for earnings and the holiday shopping season as concerns about the US consumer intensify. It also explores potential opportunities in some beaten-down stocks.
- How to Trade a Credit Expansion
Anshul Sehgal, Goldman Sachs' global co-head of Fixed Income, Currency and Commodities, discusses how the US economy's shift from a fiscal to a credit expansion impacts investment portfolios and highlights current opportunities. This conve…
- Rise of the Retail Investor
This episode of The Markets features John Marshall and Chris Hussey discussing the impact of retail investor activity on US equities. They explore how this behavior is shaping markets and the opportunities it may create.
- A “Blow-Off Top” Ahead?
Shawn Tuteja and Mike Washington discuss investor sentiment regarding US equities. They also explore which sectors might outperform as the year closes.
- Can the China Rally Continue?
This episode of The Markets features Stratford Dennis and Chris Hussey discussing the performance of Chinese equity markets and exploring opportunities within the broader emerging markets landscape. The conversation was recorded on October…
- The Bubble Question
On The Markets podcast, Mike Washington and Chris Hussey discuss the valuation of US stocks, specifically addressing whether they are overvalued or if their rally will continue through 2026. This discussion took place on the Goldman Sachs…
- Can the Rally Continue?
This episode of The Markets features Ashok Varadhan and Chris Hussey discussing the potential continuation of the rally in US equities. They explore whether further gains are expected or if it's time for investors to consider protecting th…
- Hidden Volatility
This episode of The Markets podcast features Brian Garrett and Chris Hussey discussing hidden volatility within the S&P 500. They explore the implications of this dynamic for investors and identify potential opportunities.
- A Contrarian Call on Europe
In this episode of The Markets, Mark Wilson and Chris Hussey discuss investment opportunities in markets outside of the US, specifically focusing on Europe. The conversation explores a contrarian view on European markets after a rally in U…
- Will Fed Cuts Drive Stocks Higher?
Tony Pasquariello and Chris Hussey discuss the impact of the Fed rate cut on US equities. They explore what investors should consider and how the markets are likely to respond.
- Sentiment Check on Tech
Peter Callahan and Chris Hussey discuss the factors influencing US tech stocks and potential future trends for the sector. This conversation took place at the Goldman Sachs Communacopia + Technology Conference.
- What the Weak Jobs Report Means For Markets
Rich Privorotsky and Chris Hussey discuss the implications of a weak jobs report for the Federal Reserve and investor opportunities. Recorded on September 5, 2025.
- The Fed Cut Playbook
This episode of The Markets features Josh Schiffrin and Mike Washington discussing market opportunities in bonds, currencies, and equities. They explore the implications of a potential September rate cut.
- Still Bullish on Big Tech
On "The Markets" podcast, Peter Callahan and Mike Washington discuss the continued strong performance of US tech giants. They explore if these stocks, reaching new record highs due to strong earnings, still have potential for further growt…
- “Stocks Are Still Very Undervalued”
Anshul Sehgal and Chris Hussey discuss the outlook for global assets and current opportunities. This episode was recorded on July 31, 2025.
- Will the dollar keep dropping?
This episode of The Markets podcast features Kunal Shah and Chris Hussey discussing the potential decline of the US dollar. They explore strategies related to this financial theme. The episode was recorded on July 24, 2025.
- Global income plays
Gurpreet Garewal, Macro Strategist with Goldman Sachs Asset Management, and Chris Hussey discuss inflation data, the impact of US tariffs, and current investment opportunities. The episode was recorded on July 16, 2025.
- The three top equity market themes
Lou Miller, Global Head of Equity Custom Baskets at Goldman Sachs, and Chris Hussey discuss the top three equity market themes. They cover what is currently driving equities and what investors are most focused on. This episode of The Marke…
- Climbing the “wall of worry”
Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. Shawn Tuteja discusses investor risks with Chris Hussey. This episode was recorded on June 26, 2025.
- European opportunities
On The Markets podcast, John Storey and Chris Hussey discuss European equities and global sectors. This episode was recorded on June 17, 2025.
- Staying long US assets
This episode of The Markets features Ashok Varadhan and Chris Hussey discussing recent economic data releases and current investment opportunities. The conversation recorded on June 12, 2025, focuses on strategies for investors regarding U…
- “This is what people were hoping for”
This episode of The Markets features Rich Privorotsky and Chris Hussey discussing the implications of the jobs report for the US equity rally. They explore whether the report will encourage investors to pursue the rally.
- Why emerging markets could keep rallying
Stratford Dennis and Mike Washington discuss the current rally in emerging market equities. They explore the factors driving this bounce and whether it signals the start of a sustained bullish trend.
- Fade the S&P 500 rally?
Brian Garrett and Chris Hussey discuss the S&P 500 rally and how investors are positioning. The episode was recorded on May 22, 2025.
- Why tech stocks could keep rallying
Peter Callahan and Chris Hussey discuss the rally in US tech stocks. They cover what is driving the rally and how investors should position now.
- “Long stocks, short bonds”
Anshul Sehgal and Chris Hussey discuss investment opportunities on the Goldman Sachs trading floor. They focus on markets, tariffs, and the Fed's role.
- Time to buy bonds?
Lindsay Rosner, head of multi-sector investing with Goldman Sachs Asset Management, and Chris Hussey discuss the US bond market. They explore current drivers and opportunities in Treasuries and credit.