Sung Cho
Co-head of public tech investing at Goldman Sachs. Provides insights on AI capex, market trends, and specific company performance.
Best podcasts with Sung Cho
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Jun 9, 2023 • 10min
The Markets: Why the AI-driven tech rally has legs
Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, explains the factors and outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 25, 2025 • 43min
Closing Bell: 6/25/25
Sung Cho, Co-head of public tech investing at Goldman Sachs, dives into the intricacies of AI capital expenditure and market trends. He discusses NVIDIA's impressive stock surge amidst the AI boom and the strategic moves of major players like Microsoft. Cho highlights the impact of Fed policies on economic uncertainty and addresses evolving investment strategies in tech and energy. Plus, he reveals insights on Micron's rising role in the AI memory market, making this a must-listen for anyone keen on navigating today's volatile markets.
