
About this episode
Can US stocks sustain their rally from here? Goldman Sachs Research’s David Kostin, chief US equity strategist, shares his outlook for equities for the second half of the year and the risks that could derail that rally.
For more information, read Stocks may extend their rally — but there’s value in diversification or listen to the Goldman Sachs The Markets podcast, where Goldman Sachs experts analyze the key market events each week, in under 10 minutes.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Get every episode summarized
Each time Exchanges publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Exchanges

How Will Less Fed Transparency Affect Markets and the Economy?
Exchanges
Sep 9, 202622:05completed

Dipan Patel on Permira’s ‘Artisanal’ Approach to Private Equity
Exchanges
Sep 4, 202634:01completed

The Outlook for Data Center Power Demand as AI Token Use Grows
Exchanges
Sep 1, 202632:08pending

Building AI Systems for Capital Markets
Exchanges
Aug 24, 202626:34pending