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Artwork for The Markets

The Markets

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

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

PublishesWeeklyEpisodes144Founded3 years ago
Number of ListenersCategory
Business

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Artwork for The Markets

Latest Episodes

Oil prices have fallen thanks to investor optimism that the Iran conflict could soon be resolved. But the situation may be more complicated than it appears, cautions Jerome Dortmans, co-head of Global Oil and Products Trading in Goldman Sachs Global ... more

After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking &... more

After years of underperformance, small-cap equities may be poised for a sustained rally. Where should investors look for opportunities? And can this momentum withstand macro volatility? Greg Tuorto, head of the US Small and SMID Cap team in Goldman S... more

US equities have staged a powerful rebound, coming back from their late-March lows to hit all-time highs. Are more gains ahead, or should traders look to take profits? And what could earnings tell us about the state of the economy? Bobby Molavi, head... more

Key Facts

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Recent Guests

Anshul Sehgal
Global co-head of fixed income currency and commodities within global banking and markets
Goldman Sachs
Episode: Riding the AI Wave
Greg Tuorto
Head of the Small and Smidcap team in Goldman Sachs Asset Management
Goldman Sachs Asset Management
Episode: Big Opportunities in Small Cap Equities
Bobby Molavi
Head of European Execution Services in Global Banking & Markets
Goldman Sachs
Episode: Chase or Fade the Rally?
Lindsay Rosner
Head of Multisector Investing
Goldman Sachs Asset Management
Episode: “I’d Rather Be a Bond”
Josh Schiffrin
Chief Strategy Officer and Head of Financial Risk for Global Banking & Markets
Goldman Sachs
Episode: New Worries
Jerome Dortmans
Co-head of Global Oil and Products Trading
Goldman Sachs
Episode: $120 Oil Ahead?
Ashok Varadhan
Co-head of Global Banking & Markets at Goldman Sachs
Goldman Sachs
Episode: Can the Rally Continue?
John Storey
Co-head of equities distribution in the global banking and markets division at Goldman Sachs
Goldman Sachs
Episode: European opportunities
Rich Privorotsky
Head of European One Delta Trading in the Global Banking & Markets Division
Goldman Sachs
Episode: “This is what people were hoping for”

Host

Chris Hussey
Host of The Markets, providing insights on market trends and investment opportunities.

Reviews

4.7 out of 5 stars from 449 ratings
  • ok good

    ok

    Apple Podcasts
    3
    JMA4R
    Canada22 days 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 States3 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 States4 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
    Brazil9 months ago
  • ❤️

    I listen to every episode, Chris does a great job and very useful

    Apple Podcasts
    5
    Kamilano123
    United Statesa year ago

Listeners Say

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

Content is seen as valuable for those looking to navigate investment opportunities, though there are concerns about audio quality in some reviews.
Listeners find the podcast to be concise and informative, ideally suited for keeping up with recent trends in finance.
Critiques often mention the need for better production quality, indicating that while the content is strong, technical improvements could enhance the listening experience.
Listeners appreciate the expert insights from traders and analysts, highlighting their deep understanding of market dynamics.

Chart Rankings

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

Apple Podcasts
#195
United States/Business
Spotify
#49
United Kingdom/Business
Apple Podcasts
#49
United Kingdom/Business
Apple Podcasts
#95
Canada/Business
Apple Podcasts
#109
France/Business
Apple Podcasts
#183
Italy/Business

Talking Points

Recent interactions between the hosts and their guests.

Big Opportunities in Small Cap Equities
Q: What sectors look most attractive next in terms of fundamental drivers?
Biotech, defense-related components, and semicap equipment stand out, with memory demand from large language models supporting a broader trend in data-center spending and AI infrastructure.
Big Opportunities in Small Cap Equities
Q: How is AI shaping opportunities for small caps, especially beyond software?
While software hasn't led as much, the picks-and-shovels side—semiconductor cap equipment and optical connectivity—offers long-duration gains and ways to participate in AI-driven demand for data centers.
Big Opportunities in Small Cap Equities
Q: What exactly is going on here, and is now a good time to be in small caps?
The guest argues three to four tough years followed by improving earnings in small caps, driven by lower rates, better M&A, and valuation discipline, with a rotation underway supported by animal spirits.
Chase or Fade the Rally?
Q: What signals are you watching from corporates and consumers that might indicate how earnings will hold up?
Watching sentiment in the C-suite, supply chain resilience, input costs, margins, and consumer spending patterns; leadership will hinge on how leading indicators evolve and whether consumption can sustain the current earnings trajectory.
Chase or Fade the Rally?
Q: Do you think the rally can be chased or should it be faded given the backdrop of energy shocks and AI disruption?
The market seems delicately poised and resilient, but the prudent view is to balance exposure by watching for macro shocks while capitalizing on AI-driven productivity tailwinds; in practice, this means selective exposure, with attention to sector leadership and potential pullbacks.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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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?

This series offers insightful discussions on various aspects of current market dynamics, focusing on international finance, emerging markets, and economic forecasts. Episodes often feature Goldman Sachs traders and analysts providing expert opinions on market trends, opportunities, and challenges. Unique insights into sectors like technology, commodities, and bonds are covered, with an emphasis on actionable strategies for investors. The podcast stands out for its sharp analysis and the depth of knowledge of its contributors, making it a valuable resource for finance professionals and anyone interested in understanding market movements.

Where can I find podcast stats for The Markets?

Rephonic provides a wide range of podcast stats for The Markets. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Markets and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The Markets get?

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What are the audience demographics for The Markets?

Rephonic provides comprehensive predictive audience data for The Markets, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

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

How many episodes of The Markets are there?

The Markets launched 3 years ago and published 144 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.

Where can I see ratings and reviews for The Markets?

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

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for The Markets?

Rephonic provides full transcripts for episodes of The Markets. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on The Markets?

Recent guests on The Markets include:

1. Anshul Sehgal
2. Greg Tuorto
3. Bobby Molavi
4. Lindsay Rosner
5. Josh Schiffrin
6. Jerome Dortmans
7. Ashok Varadhan
8. John Storey

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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