What does inflation data tell us about the impact of US tariffs, and where are the opportunities for investors now? Gurpreet Garewal, Macro Strategist with Goldman Sachs Asset Management, discusses with Chris Hussey.
Recorded on July 16, 2025.
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8:48
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8:48
The three top equity market themes
What’s driving equities now – and what are investors most focused on? Lou Miller, Global Head of Equity Custom Baskets in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on July 10, 2025.
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10:46
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10:46
Climbing the “wall of worry”
Despite geopolitical tensions and trade policy uncertainty, markets continue to climb to record highs. What risks are investors watching? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
This episode was recorded on June 26, 2025.
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10:09
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10:09
European opportunities
Are European equities set up to outperform – and which global sectors hold the greatest potential now? John Storey, Co-Head of Equities Distribution in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor in London.
This episode was recorded on June 17, 2025.
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9:56
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9:56
Staying long US assets
What should investors take away from recent economic data releases, and where are the opportunities now? Ashok Varadhan, Co-Head of Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs
trading floor.
This episode was recorded on June 12, 2025.
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