Goldman Sachs The Markets cover image

Growth shocks, not just inflation, to be a primary driver of markets

Goldman Sachs The Markets

00:00

Navigating the Transition Period for Investors and Global Market Trends

Exploring how bonds can act as a hedge to long equity portfolios amid growth shocks, alongside insights on the global industrial cycle influencing the equity rally.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app