Goldman: Not Enough Evidence to Be Underweight Stocks

The video discusses market pricing, focusing on the S&P 500's 24% drawdown and its implications for a potential recession. It highlights differing views from economists like Jason Furman and Bill Dudley on recession probabilities, ranging from 25% to 60%. The US market's performance since the global financial crisis is compared to other regions, showing significant growth, making it a potential safe haven for investors.

What was the maximum drawdown percentage in the S&P 500 mentioned in the video?

• 12%

• 30%

• 24%

• 18%

Which economist is mentioned as having a 25% probability of a recession?

• Jason Furman

• Janet Yellen

• Ben Bernanke

• Bill Dudley

What is the base case probability range for a recession through the end of 2023?

• 45-55%

• 20-30%

• 30-40%

• 60-70%

Since the global financial crisis, what is the approximate annualized return percentage for UK equities?

• 16%

• 8%

• 7%

• 12%

How much would $100 invested in US equities be worth after 13 years, according to the video?

• $750

• $300

• $500

• $650