Reflections of a Goldman Sachs Manager
08/07/20 • 33 min
At the benchmark level, equity levels by many measures look stretched. But Katie Koch, co-head of fundamental equity at Goldman Sachs Asset Management, says there’s plenty of areas within the stock market that offer good value for investors right now. She discusses which industries and companies she likes, including a couple that have been ravaged by the coronavirus like restaurants and retail.
Mentioned in this podcast:
How a Goldman Sachs Manager Is Preparing For a Post-Covid World
See omnystudio.com/listener for privacy information.
At the benchmark level, equity levels by many measures look stretched. But Katie Koch, co-head of fundamental equity at Goldman Sachs Asset Management, says there’s plenty of areas within the stock market that offer good value for investors right now. She discusses which industries and companies she likes, including a couple that have been ravaged by the coronavirus like restaurants and retail.
Mentioned in this podcast:
How a Goldman Sachs Manager Is Preparing For a Post-Covid World
See omnystudio.com/listener for privacy information.
Previous Episode
The Bull Case for Gold
Lee Ferridge, head of North America macro strategy for State Street Global Markets, has been bullish on gold since late 2018, when an attempt at quantitative tightening by the Federal Reserve sent markets into a tailspin. From that moment, he knew the central bank’s balance sheet would only grow larger, a boon for real assets like gold. Now, the precious metal is smashing records, beating both stocks and bonds in 2020.
Mentioned in this podcast:
Kodak Pivots to Drugs After Abandoning Photography, Crypto
At Center of ‘Erratic’ Market Moves Is a Raging Recovery Debate
See omnystudio.com/listener for privacy information.
Next Episode
The MMT Experiment is Underway
Robert Hormats, who has worked in senior economic and trade policy roles under five different U.S. presidents and spent 25 years at Goldman Sachs Group Inc., believes the Covid-19 pandemic has forced the government to embark on what could be considered an involuntary experiment with Modern Monetary Theory.
Now a managing director at wealth-advisor Tiedemann Advisors, Hormats discusses MMT, the U.S.-China relationship, prospects for a coronavirus vaccine – and how investors should think about all of it.
Mentioned in this podcast:
A Beginner’s Guide to Modern Monetary Theory
Meet the Psychic That Big-Money Wall Street Traders Depend On
See omnystudio.com/listener for privacy information.
What Goes Up - Reflections of a Goldman Sachs Manager
Transcript
Strap on your parachute. Is time for What Goes Up with Sarah Ponzick and Mike Reagan. Hello, and welcome to What goes Up, a Bloomberg Weekly Markets podcast. I'm Sarah Ponzek, a reporter on the Cross Asset team, and I'm Mike Reagan, a senior editor at Bloomberg. And you can think of me as the captain to Sarah's toneel. You might have to google that one, Sarah, I absolutely will have to google that before your time. But this week on the show, eigh
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/what-goes-up-44409/reflections-of-a-goldman-sachs-manager-7896542"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to reflections of a goldman sachs manager on goodpods" style="width: 225px" /> </a>
Copy