Kunal Shah
Co-CEO of Goldman Sachs International and global co-head of the Fixed Income, Currency, and Commodities business, providing macro and markets expertise on equity, FX, rates, and commodities themes.
Best podcasts with Kunal Shah
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34 snips
Jan 16, 2026 • 14min
Which Equity Markets Will Outperform?
Kunal Shah, the Co-CEO of Goldman Sachs International and expert in global macro and market trends, dives into the dynamics shaping equity markets through 2026. He highlights the advantages the U.S. might have, including AI-driven investments and potential Fed cuts. Kunal also explores shifts in Europe and Asia that could offer unique opportunities. He discusses emerging markets like China and India benefiting from AI momentum, while emphasizing the significance of gold as a protective asset amid potential volatility.
20 snips
Jul 25, 2025 • 12min
Will the dollar keep dropping?
Kunal Shah, Co-CEO of Goldman Sachs International and a leader in Fixed Income, Currency, and Commodities, shares his expert views on the future of the US dollar. He discusses the impact of European fiscal investments on U.S. exceptionalism and the shifting dynamics in global markets. Shah also addresses the challenges facing China's economy and central bank policies, while highlighting potential currency trades like the euro-dollar. His insights offer a roadmap for navigating the financial landscape amid ongoing market volatility.
