
What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.
| Publishes | Weekly | Episodes | 149 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||

Despite recent wobbles in the US equity market, Muhammad Qubbaj, co-head of US Interest Rate Products in Goldman Sachs Global Banking & Markets, believes the rally is on firm footing. He discusses the outlook for stocks and bonds, and explains why he... more
As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with Chris Hussey.
Recorded on Ju... more
Tech stocks have surged in the past two months. What’s behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets... more
What’s driving the rise in US Treasury yields, and what could be ahead for the bond market? Phillip Lee, head of Real Money Rate Sales in Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey.
Recorded on May 21, 2026.
The op... more
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Wouldve given 5 stars if jerome didnt say „you know“ every 5 seconds
ok
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.
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.
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.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
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Apple Podcasts | #24 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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This show centers on real-time market dynamics with a focus on macro trends, asset rotations, and the capital-allocation choices seen on a Goldman Sachs trading floor. Episodes repeatedly explore AI-driven productivity, oil and energy markets, interest-rate trajectories, and the interplay between macro policy and corporate investment. Guests are often senior GS traders and external experts who illuminate tactical trading ideas, risk management, and sector themes, with a preference for practical takes like “what's the trade” in current conditions. Noteworthy is the consistent emphasis on AI-related capex, hyperscalers, and the balance between growth and inflation, which provides listeners with a pragmatic lens on how large institutions view ... more
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The Markets launched 3 years ago and published 149 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Markets include:
1. Pete Callahan
2. Phil Lee
3. Greg Tuorto
4. Bobby Molavi
5. Josh Schiffrin
6. Jerome Dortmans
7. Anshul Sehgal
8. John Storey
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