“A Massive Broadening Trade”
The Markets
The Massive Broadening Equity Trade
Rich describes a broadening from mega-cap tech into cyclical, equal-weight, and emerging market exposures across regions.
Concerns over US tariffs and Japanese fiscal policy are inserting fresh volatility into markets. So how are investors positioning – and where are the best opportunities in global equities now? Rich Privorotsky, head of European One Delta trading in Goldman Sachs Global Banking & Markets, discusses with Chris Hussey.
Recorded on January 22, 2026.
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