# The key US equity theme for 2025

An episode of [The Markets](https://invisiblenetwork.ai/podcast/1683802600), 24 Jan 2025, 10 min.

Audio: https://mgln.ai/e/1720/traffic.megaphone.fm/GLD7076483455.mp3?updated=1737681336

With the Fed’s policy approach shifting, will “quality” stocks outperform in the months ahead? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs Global Banking & Markets, shares his outlook with Chris Hussey. Learn more about your ad choices. Visit megaphone.fm/adchoices

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