Episode Details
| Title | 2025 outlook: Will tailwinds trump tariffs? |
|---|---|
| Date | 11/20/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $OPTIONS - Recommends using options for expressing views or protection in the current market environment, suggesting a higher focus on options strategies than usual.
- “And so we think for investors who are able to do that, who have mandates to do that, that using options either to express the views that you want to or to protect them is is also gonna be a thing that's worth a higher level of focus than usual.” - Dominic (28:46)
- 🟢 $US_EQUITIES - 🔒
- 🟢 $USD - 🔒
- 🟢 $TARIFF - 🔒
Bearish:
- 🔻 $EUROBONDS - 🔒
- 🔻 $EUROPE - 🔒