Lou Miller

Lou Miller, the Global Head of Equity Custom Baskets at Goldman Sachs, sheds light on the current equity market dynamics. He highlights the significant drivers behind the market's strong performance, including minimal tariff impacts and rising AI excitement. Miller also discusses the innovative concept of investment baskets, showcasing key themes like AI advancements and global diversification. He anticipates an optimistic earnings season, suggesting companies may surpass low margin expectations despite tariff concerns.