Ashish Shah

Ashish Shah, global co-head and chief investment officer of Public Investing at Goldman Sachs Asset Management, dives into the shifting economic landscape. He discusses the implications of a potential slowdown and the Federal Reserve's evolving tactics. Shah highlights the income opportunities of 2025, debating the merits of bonds amid inflation worries. He also explores strategic trading avenues, especially with small-cap stocks. Listeners gain crucial insights into dynamic investment strategies in today's market.

Guest Ashish Shah from Goldman Sachs discusses transitioning from trading to tech startups, leveraging technology in asset management, navigating turbulent times at Lehman Brothers, engaging with policymakers, blending public and private investing strategies, and sharing mentorship advice and recommended investment books.

Anshul Sehgal and Ashish Shah discuss how cooling inflation data affects the Fed's rate cuts and investors' strategies. They analyze market reactions, future economic trends, retail sales indicators, and central bankers' insights post-Fed policy shift for future forecasts.