David Koston

David Koston, Chief U.S. Equity Strategist at Goldman Sachs, brings his expertise to the discussion on navigating market volatility. He shares insights on expected economic data trends and the rise of optimism in small businesses. The hosts delve into Apple’s underwhelming WWDC presentation and its impact on shares, while Disney's CEO outlines strategies for dominating the streaming wars. Additionally, the analysis of McDonald's concerning its recent downgrade raises questions about consumer value perception in the fast-food landscape.

Dan Simkowitz, Co-president of Morgan Stanley, shares insights on the current capital markets, including M&A and IPO trends. David Koston, Goldman Sachs' chief U.S. equity strategist, discusses his market outlook and the resilience of the Mag-7 tech stocks despite recession odds rising significantly. Michael Arragetti, CEO of Ares Management, dives into alternative investing and the growing role of private credit in today's economy, revealing how these strategies are adapting to changing market dynamics.

David Koston, Goldman Sachs' chief U.S. equity strategist, shares insights on the impact of newly imposed tariffs on Canada, Mexico, and China. He discusses the sharp decline in stock markets and potential earnings hit of 2-3% for the S&P. Koston highlights concerns from the automotive sector regarding production slowdowns, while also addressing how different U.S. states may benefit or suffer from these trade shifts. The conversation reveals the unpredictable nature of international trade and its immediate economic implications.