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The Markets

Shownote

After a huge one-day rally on the Iran ceasefire deal, is there still room for stocks to go higher? And what’s the best way for investors to take bullish positions on US equities now? Lee Coppersmith, who co-runs New York Equity Derivatives Sales in Goldma...

Highlights

In the wake of a surprising one-day market surge following the Iran ceasefire announcement, investors are reassessing positioning and opportunity in US equities.
02:54
Mega cap tech single-stock fall vs. S&P single-stock fall is notable, presenting an opportunity
05:54
People still have confidence in the AI theme, wanting to own both AI inputs and outputs
09:15
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Chapters

What sparked the sudden market rally—and why were investors caught off guard?
00:00
How are savvy investors betting on AI while protecting against market-wide swings?
05:54
What legal boundaries define how this analysis can be used?
09:15

Transcript

Mike Washington: This is The Markets. I'm Mike Washington. Today is April 8th, and I'm on the Goldman Sachs equities trading floor, joined by my colleague, Lee Coppersmith. Lee co-runs New York Equity Derivatives Sales, and Goldman Sachs Global Banking & M...