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Equity risks and alts opportunities

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Manage episode 482544912 series 2399288
Content provided by Julia McGonagle and Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia McGonagle and Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors.

This episode was recorded on May 9, 2025.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

537 episodes

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iconShare
 
Manage episode 482544912 series 2399288
Content provided by Julia McGonagle and Goldman Sachs. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia McGonagle and Goldman Sachs or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors.

This episode was recorded on May 9, 2025.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

537 episodes

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