Riding the AI Wave

About this episode

Anshul Sehgal discusses potential Fed policy shifts and insights from tech giants' earnings related to AI.

After a divisive FOMC meeting, what policy shifts could lie ahead for the Fed? And what are tech giants’ earnings telling us about the AI trade? Anshul Sehgal, global co-head of Fixed Income, Currency and Commodities in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. Recorded on April 30, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a…

People in this episode

Host: Chris Hussey

Guest: Anshul Sehgal

Topics covered

• AI
• FOMC meeting
• tech earnings
• monetary policy
• financial markets

Keywords

• AI
• FOMC
• Fed policy
• tech giants
• earnings
• financial markets
• investment advice

Mentioned in this episode

Organizations: Goldman Sachs

Products: AI trade

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