PODCAST

2026 Outlook: The U.S. Is the Place to Be

Dec 18, 2025

Ashok Varadhan, co-head of Global Banking and Markets, joins Tony Pasquariello, global head of Hedge Fund Coverage, to discuss: 

  • Outlook on the Fed's monetary policy
  • Views on the dollar
  • Sentiment and evolution of the AI trade

The Breaks of the Game podcast explores top of mind market themes from the lens of GS thought leaders across the franchise – discover more episodes on Marquee.

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