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As Rates Reprice and Stocks Sell Off, What’s Next?

Jan 24, 2022
25:13
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1
Introduction
00:00 • 2min
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2
What's the Biggest Issue in the Equity Markets?
01:34 • 2min
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3
Is There a Gap Between High Growth and Low Margin Stocks?
03:41 • 5min
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4
How Are Investors Thinking About Their Strategies This Quarter?
08:12 • 2min
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5
What's the Difference Between Growth Opportunities and Sectors?
10:06 • 3min
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6
What's the Importance of a Flattening Yield Curve?
13:19 • 2min
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7
The Idea of Increasing Corporate Margin
15:01 • 2min
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8
What's the Right Way to Hedge Your Portfolio?
16:55 • 2min
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9
What Are Investors Watching?
19:03 • 6min
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In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Kostin and Global Markets Division’s Jonathan Shugar share their thoughts on how the recent jump in bond yields and sell off in growth stocks are reshaping markets and investor strategy.

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