“The US is still the place to be”

Despite widespread optimism about AI, the US tech sector has lagged meaningfully this year. What factors could lead to a bullish reversal – and which stocks may be set to rebound? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sac ...  Show more

What’s behind the recent volatility in gold prices – and what could drive further gains through the rest of the year? Lina Thomas, senior commodities analyst in Goldman Sachs Research, discusses with Chris Hussey. Recorded on February 12, 2026. The opinions and views expressed he ...  Show more

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

Goldman Sachs’ Daan Struyven discusses how recent geopolitical events and evolving tariff policies are affecting the commodity and economic landscape. This episode was recorded on June 30, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Goldman Sachs Research's John Marshall explains the factors behind the recent rally in meme stocks, and what that resurgence means for the broader market. This episode was recorded on July 24, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

In this episode, Anthony and Piers unpack record-breaking earnings from J.P. Morgan, Goldman Sachs, and Citigroup, driven by surging trading revenue, rising investment banking fees, and resilient consumer spending. With inflation easing in both the UK and US, markets are feeling ...  Show more