Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 3min
The Volatility of the Bond Market
02:45 • 3min
Equity Valuations Have Reset a Lot Over the Last 12 Months
05:42 • 3min
Do You Expect That to Continue?
08:40 • 2min
The Role of Alternatives in Diversifying Portfolios
10:55 • 2min
Fixed Income
13:25 • 2min
What Do You Think About the US Treasury Yield Curve?
15:43 • 2min
Global Divergence
17:58 • 3min
Exchange With the Goldman Sachs Podcast - What Do You Think?
21:09 • 3min