Gary Cohn
speaker
129 appearances
7 recordings
3 series
first heard Jan 2026
last heard 23 May
Gary Cohn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 7 in all, peaking in Jan 2026 with 6.
Appearances
So people selling bonds rates go higher.
People are repatriating currency back home.
They're selling dollars to buy local currency.
They're selling stock market.
They've got to repatriate currency.
So I think we're seeing a little bit of that.
I don't think that's what's driving the overall market right now.
It doesn't feel like we've got to liquidate America.
It feels like we've got to trim around the edges in asset allocation models going on.
And it's sell America until the light turns green and everyone has to buy America again.
Because in the real reality, if you look at the U.S.
economy, what's going on, we've got one of the strongest economies in the world today.
You know, we're growing at five plus percent growth.
You know, we've got a pretty good tailwind going on behind us.
I mean, right now, the only thing stopping is all this geopolitical risk.
If and when, and I say when, this geopolitical risk settles down, the market's probably going to take off again.
That's been the history of this pattern.
Yes.
You think geopolitics will settle down under a Trump administration?
Two weeks.
Showing 41–60 of 129 · page 3 of 7
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