Goldman's Kostin Sees U.S. Growth Decelerating, Likes Big Tech

Goldman's Kostin Sees U.S. Growth Decelerating, Likes Big Tech

Assessment

Interactive Video

Business

University

Hard

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The video discusses the deceleration of the US economy and its implications for equity markets, highlighting the benefits for companies with long-term growth prospects. It explores the concept of duration in equity markets, focusing on technology stocks. The video compares defensive and cyclical stocks in the context of economic recovery and examines the challenges small caps face with margin pressures. It also addresses the growth scare and potential economic risks, including interest rates and taxes. Finally, it discusses corporate cash strategies and investment amid regulatory concerns.

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7 questions

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1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the expected trend for the US economy according to the transcript?

Decelerating growth

Accelerating growth

Stagnant growth

Declining growth

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How do companies with longer-term growth prospects benefit from declining bond yields?

They benefit from increased returns

They experience reduced growth

They are unaffected

They face higher borrowing costs

3.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the significance of 'duration' in the equity market?

It refers to short-term investments

It is a measure of a company's current cash flow

It indicates the average time for future cash flows

It is unrelated to interest rates

4.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which type of stocks are considered to have more defensive characteristics?

Defensive stocks like Microsoft

Technology stocks

Cyclical stocks

Small-cap stocks

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What are the main risks highlighted for the economy in the near future?

Increased consumer spending

Decreasing corporate profits

Higher taxes and interest rates

Lower interest rates and inflation

6.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What strategic use of cash is expected from companies?

Reducing workforce

Stock buybacks

Mergers and capital spending

Increasing dividends

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

How might higher capital gains rates affect the market?

They lead to higher valuations

They have no impact

They are associated with lower valuations

They increase market volatility