Rich Privorotsky

Rich Privorotsky, Head of European One Delta Trading at Goldman Sachs, brings a wealth of knowledge about market dynamics. He discusses the rising volatility from US tariffs and Japan's fiscal policy amid shifting investor sentiments. Rich explains how bond sell-offs impact equities, and why gold is surging in response to central bank actions. He highlights a massive broadening trade away from mega-cap tech towards cyclicals and emerging markets, while pinpointing opportunities in Greek banks and small caps. Key events on the horizon include tech earnings and economic data.

Rich Privorotsky, the Head of European One Delta trading at Goldman Sachs, joins to dissect the recent disappointing jobs report and its implications. He discusses how this data influences Federal Reserve policies and market volatility, examining the risks for retail investors. Rich also shares insights on identifying quality investments amidst market fluctuations and the impact of rate cuts and a weakening dollar on emerging opportunities. Tune in for a deep dive into navigating today's complex financial landscape!

Rich Privorotsky, Head of European One Delta Trading at Goldman Sachs Global Banking & Markets, offers sharp insights on the current volatility in U.S. stocks and whether it's a buying opportunity. He explains how policy uncertainty and recent payroll data are impacting investor sentiment. The discussion also covers the rise in German bond yields and how Europe's fiscal changes might present new investment angles. Listeners will gain a global outlook on market trends and potential recovery opportunities amidst uncertainty.