Shawn Tuteja

Shawn Tuteja, who manages ETF and custom baskets volatility trading at Goldman Sachs, drops valuable knowledge on navigating market turbulence caused by rising tariffs. He discusses their unexpected effects on equity markets, urging investors to remain agile in uncertainty. Tuteja highlights a potential rotation towards large-cap tech stocks as the 'Magnificent Seven' falter. The conversation also touches on the intricacies of the upcoming earnings season, stressing the importance of corporate expectations over historical performance.

Shawn Tuteja, who manages ETF and volatility trading at Goldman Sachs, shares his insights on current market dynamics with Mike Washington. He discusses the implications of recent Fed guidance and the unusual stock reactions during earnings season. Tuteja warns about risks in sectors outside of AI that could impact client positioning. He also suggests buying cyclical sectors like regional banks as the economy may reaccelerate, while addressing the potential for a year-end rally if broader sector participation occurs.

Shawn Tuteja, who oversees ETF and custom baskets volatility trading at Goldman Sachs, shares insightful market strategies. He discusses how the shift in the Fed's policy may make 'quality' stocks the stars of 2025, spotlighting firms with robust balance sheets. Tuteja also dives into effective hedging techniques in turbulent markets, emphasizing the importance of custom strategies over generic ones. The conversation wraps up with the potential implications of new tariff policies on various sectors and their influence on market dynamics.

Shawn Tuteja, who leads ETF and custom baskets volatility trading at Goldman Sachs, joins Chris Hussey to dissect the current market landscape. They explore the 'wall of worry' concept, revealing how geopolitical tensions are paradoxically spurring a record market rally. Tuteja highlights booming sectors like AI and semiconductors, while cautioning about risks in lower-quality investments. The discussion also touches on an impending tariff deadline, which could significantly influence market dynamics and requires careful investor consideration.

Shawn Tuteja, who oversees ETF and custom baskets volatility trading at Goldman Sachs, joins Chris Hussey to discuss the impact of the recent U.S. election on market dynamics. Tuteja delves into how election outcomes have historically influenced the S&P 500 and explores emerging opportunities in regional banks and deregulated industries. He also highlights the surprising strength of U.S. tech stocks and the potential for small businesses to thrive under a favorable government approach. Is the Trump trade just starting? Tune in for insights!