Taking stock: Can the US rally continue?

8 snips

Jul 2, 2024

David Kostin, Chief US equity strategist at Goldman Sachs Research, discusses the sustainability of the US stock market rally, including the dominance of AI companies, Nvidia's underperformance, market valuations, interest rates, election uncertainties, investor positioning, demand for US stocks, and the transition from active to passive funds.

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Intro

00:00 • 3min

Evaluating the Impact of Nvidia's Underperformance and AI Investments on the Market

02:58 • 2min

Market Valuations, Interest Rates, and Election Uncertainties

04:31 • 9min

Analyzing Investor Positioning and Demand for US Stocks

13:57 • 2min

Discussing the Transition from Active to Passive Funds

16:11 • 2min