The Long-term Potential of the Growth Markets

Government bond yields have surged to multi-decade highs across the US, UK, Germany, and Japan. George Cole, head of European Rates Strategy for Goldman Sachs Research, says there is a range of factors behind the bond sell-off—from swelling fiscal deficits and borrowing tied to i ...  Show more

Federal Reserve Chairman Kevin Warsh has steered the central bank into an era of less transparency. Former Fed governors Donald Kohn and Stephen Miran, as well as Goldman Sachs Chief Economist and Head of Goldman Sachs Research Jan Hatzius, discuss on the Goldman Sachs Exchanges ...  Show more

What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Re ...  Show more

Are US stocks overvalued, or is the rally set to continue through 2026? Mike Washington, equities sales trader with Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. This episode was recorded on October 16, 2025. The opinions and views expr ...  Show more

Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ...  Show more

The S&P 500 has enjoyed a remarkably steady rise, but under the surface, the action has been much choppier at the single-stock level. What does this dynamic mean for investors, and where are the best opportunities now? Brian Garrett, head of equity execution on the Cross Asset Sa ...  Show more