Alex Rosenberg

Gold has surged over the past year. What’s driving the rally, and where does gold fit into portfolios now? Lina Thomas, commodities strategist with Goldman Sachs Research, discusses with Mike Washington, equity sales trader in Global Banking & Markets: click.gs.com/gzag

After a significant rally for Chinese equities, could further gains be ahead? Kinger Lau, chief China equity strategist with Goldman Sachs Research, separates the signal from the noise.

How should investors approach hedging their portfolios around the US election? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, separates the signal from the noise.

Are there now opportunities in Japanese stocks in the wake of record declines? Kazunori Tatebe of Goldman Sachs Research separates the signal from the noise.

In the latest episode of The Markets, John Flood, head of Americas Equities Sales Trading in Global Banking & Markets, says the biggest investors are viewing the recent market shakeout as a buying opportunity: click.gs.com/q6ii

What’s driving the rally in the utilities sector – and could more gains be ahead? Ryan Hammond of Goldman Sachs Research separates the signal from the noise.

Why have home prices stayed so strong even as mortgage rates soar? Susan Maklari, who covers homebuilders for Goldman Sachs Research, separates the signal from the noise.

AI is impacting stocks far outside of the tech sector. Amanda Ross, an equity trader with Goldman Sachs Global Banking & Markets, separates the signal from the noise.

Are the US tech giants overvalued – or can they keep driving the market higher? Peter Callahan of Goldman Sachs Global Banking & Markets separates the signal from the noise.

Are European equities more exciting than some investors think? Sharon Bell of Goldman Sachs Research separates the signal from the noise.

Is the market still too excited about Fed rate cuts? Mike Washington of Goldman Sachs Global Banking & Markets separates the signal from the noise.

Are emerging market equities due for a comeback? Caesar Maasry, head of emerging markets cross-asset strategy at Goldman Sachs Research, separates the signal from the noise.

Rising interest rates have fueled concerns about systemic risks in private credit, but could this market actually weather higher rates better than public credit? Goldman Sachs’ chief credit strategist Lotfi Karoui separates the signal from the noise.

The US dollar could defy expectations in 2024. Isabella Rosenberg of Goldman Sachs Research separates the signal from the noise.

@l_u_n_a13 @KAnthonyAppiah I was making the ironic point that those who use history to make political arguments don't really seem to care about history. Because it's not really reasonable to say "Due to historical event X, we should do Y." So historical evidence usually ends up being mere fodder.

@AcesRose @KAnthonyAppiah Who would that be Alex?

Fascinating debate. Key question is: what role should empirical historical evidence play in ethical arguments? I agree with @KAnthonyAppiah that history shouldn’t constrain political theses. Ironically, those who DO find such evidence useful seem to treat it with very little care

How are millennial and Gen Z values changing the economy? Jen Sullivan separates the signal from the noise.

Can US companies and consumers withstand higher rates? Jonny Fine of Goldman Sachs Investment Banking separates the signal from the noise.

When economists try to tackle happiness. ft.com/content/bf3730…

Could anti-obesity drugs transform healthcare? Jenny Chang, portfolio manager with Goldman Sachs Asset Management, separates the signal from the noise.

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