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Artwork for The Markets

The Markets

Goldman Sachs
Federal Reserve
Inflation
S&P 500
Interest Rates
Artificial Intelligence
China
Tariffs
Goldman Sachs
Gold
Consumer Spending
Emerging Markets
Labor Market
Bond Market
Earnings Season
Earnings Reports
Nasdaq
US Dollar
Big Tech
US Stocks
Equity Markets

What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

PublishesWeeklyEpisodes164Founded4 years ago
Number of ListenersCategory
Business

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Artwork for The Markets

Latest Episodes

Credit markets have stayed resilient even as interest rates rise and investors scrutinize the outlook for artificial intelligence (AI), says Alex Finston, co-head of US and Asia Credit Trading in Goldman Sachs FICC and Equities. On The Markets podcas... more

Hedge fund positioning in equities for long-short strategies is at historically low levels amid ongoing volatility in interest rates and oil prices, says Mark Wilson, head of European Equity Franchise Sales and Hedge Fund Coverage in Goldman Sachs FI... more

Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector ... more

With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorti... more

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Recent Guests

Mark Wilson
Head of European Equity Franchise Sales and Hedge Fund Coverage
Goldman Sachs
Episode: Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Pete Callahan
US Technology, Media and Telecommunications Sector Specialist within FICC and Equities
Goldman Sachs
Episode: AI Is Becoming a Stock Picker's Market
Tony Pasquariello
Global head of hedge fund coverage within FICC and Equities
Goldman Sachs
Episode: Why the Bond Market May Be the Stock Market's Biggest Risk
Anshul Sehgal
Global co-head of fixed income currencies and commodities within FIC and equities
Goldman Sachs
Episode: The Opportunities for Investors amid Higher-for-Longer Interest Rates
John Shugar
Head of Cross Asset Sales within FICC and Equities
Goldman Sachs
Episode: What a Fed Rate Hike Could Mean for US Stocks
Tony Kim
Global Head of Metals Trading within Fixed Income Currencies and Commodities at Goldman Sachs
Goldman Sachs
Episode: Why Gold Is Expected to Rise to Record Highs
Nitin Jindal
Head of Global Commodities within Global Banking and Markets
Goldman Sachs
Episode: What Is the Outlook for Diesel and Gasoline Supplies?
Shawn Tuteja
Oversees ETF and Custom Baskets, vol trading
Goldman Sachs
Episode: Why US Equity Returns Are Broadening Beyond AI Stocks
Mike Mitchell
Head of US Treasuries and Inflation Trading
Goldman Sachs
Episode: How Inflation and Fiscal Policy Are Driving US Treasury Markets

Host

Chris Hussey
Host of The Markets, Goldman Sachs

Reviews

4.7 out of 5 stars from 493 ratings
  • You know

    Wouldve given 5 stars if jerome didnt say „you know“ every 5 seconds

    Apple Podcasts
    5
    ygtcckkkk
    Germany5 months ago
  • ok good

    ok

    Apple Podcasts
    3
    JMA4R
    Canada6 months ago
  • Access to great perspectives

    Getting access and insights from all these great managers, analysts, dept heads at GS makes this podcast a must-listen. They cover every aspect of the markets, macro economics, and geo political influences.

    Apple Podcasts
    5
    MarcAKriss
    United States8 months ago
  • Smart podcast, poor audio

    There is great information in a short, concise podcast. The problem is that the audio is just bad. The interviewer has levels way too high and the interviewed person has audio way too low. A podcast from such a prestigious organization should have much better audio. Some people just don’t care.

    Apple Podcasts
    3
    Rick from Temple U.
    United States9 months ago
  • Amazingly sharp

    Right from Goldman Sachs trading floor, speaking to desk heads, zero bs, with real time market pulse and “what’s the trade” at the end. An indispensable show. Very grateful to Goldman for broadcasting this.

    Apple Podcasts
    5
    Nicky Namenly
    Brazila year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate real-time market color and lack of fluff, with some noting room for production improvements.
Overall strong market insight and practical trade ideas from GS desks.
Guest diversity and depth of expertise are frequently highlighted as strengths.
Audio quality varies, but content is concise and data-driven.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#185
United States/Business
Spotify
#38
United Kingdom/Business
Apple Podcasts
#78
United Kingdom/Business
Apple Podcasts
#98
Canada/Business
Apple Podcasts
#94
Italy/Business
Apple Podcasts
#124
Germany/Business

Talking Points

Recent interactions between the hosts and their guests.

Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Q: What signals could influence next week's market moves?
CPI data and potential shifts in the Iran situation are key, as they could break the trend of higher yields and alter the earnings outlook for Q3 and the AI trade.
Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Q: What are the two trade ideas Mark endorses?
Long US mega-cap tech, driven by ROIC realization and AI adoption, and exposure to German fiscal spend beneficiaries, which are seeing earnings revisions and strong manufacturing trends that could lift valuations.
Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Q: How are rates affecting stock valuations and positioning across regions?
There has been a logical derating in equity markets as rates rise. US and Europe show lower price multiples, especially in rate-sensitive areas, leading investors to reevaluate exposure and reduce net lengths in hedge funds across horizons.
Hedge Funds Are Cautious on Stocks amid Rates and Energy Volatility
Q: What are the two headwinds in the market today and how do they affect Europe?
Higher rates and energy volatility are weighing on Europe, with energy costs the dominant driver of inflation and stock valuation. The market has derated more in rate-sensitive sectors like renewables, while energy and industrials show resilience due to cheaper valuation and structural themes.
The Opportunities for Investors amid Higher-for-Longer Interest Rates
Q: Walk us through it. What do you make from the market reaction so far?
The market reaction reflects a more unified Fed stance, with two hikes anticipated this year and a perception that policy is gradually removing accommodation, which shifts expectations away from overly dovish scenarios and reinforces talk of higher-for-longer rates.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About The Markets

What is The Markets about and what kind of topics does it cover?

The show focuses on real-time market dynamics driven by macro data, policy expectations, and trading floor insights. Across episodes, discussions routinely center on inflation and interest-rate paths, theTreasury and fixed-income curve, AI's impact on markets, and the interplay between volatility, liquidity, and macro headlines. Guests are typically senior traders, strategists, and researchers from a leading investment bank, offering tactical trade ideas, risk colors, and institutional perspectives. Noteworthy is the consistent emphasis on practical market color, actionable ideas, and on-the-ground trading viewpoints from GS desks. This combination makes it valuable for listeners seeking concise, high-signal analysis and how-to trades in a ... more

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How many subscribers and views does The Markets have?

To see how many followers or subscribers The Markets has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Markets?

These podcasts share a similar audience with The Markets:

1. Exchanges
2. Thoughts on the Market
3. Making Sense
4. At Any Rate
5. UBS On-Air: Market Moves

How many episodes of The Markets are there?

The Markets launched 4 years ago and published 164 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Markets?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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Rephonic pulls ratings and reviews for The Markets from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Markets?

Recent guests on The Markets include:

1. Mark Wilson
2. Pete Callahan
3. Tony Pasquariello
4. Anshul Sehgal
5. John Shugar
6. Tony Kim
7. Nitin Jindal
8. Shawn Tuteja

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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