S&P Forecast Insights
David discusses the importance of framing issues and identifying investment strategies tailored to various client types, such as hedge funds and pension funds. He emphasizes the need for clients to understand market risk and the balance between excitement and stability in their portfolios. The conversation highlights the diverse perspectives clients have regarding the S&P 500 and their investment approaches.In this clip
From this podcast
Odd Lots
Goldman's Hatzius and Kostin on Markets and Macro in 2025
Related Questions