David Kostin, Chief U.S. Equity Strategist at Goldman Sachs Research, and Padi Raphael, Global Co-Head of Third-Party Wealth Management at Goldman Sachs Asset Management, dive into market dynamics post-tariff announcements. They explore how US stocks are recovering, the impact of tariffs on second-quarter earnings, and contrasting investor sentiments. The discussion highlights the balance between market optimism and economic risks, emphasizing diversification and emerging trends in private markets for savvy investors.
