Goldman's Kostin on Return to Office, Earnings and Stocks

The video discusses the return of a fully staffed team to the office after 15 months, highlighting the benefits of in-person interactions. It explores the dynamics between growth, rates, and inflation, and their impact on the equity market. The discussion shifts to corporate margins, tax implications, and the dominance of Big Tech in the market. The video concludes with insights into market liquidity and investment strategies, emphasizing the importance of growth prospects in 2022.

What is the expected growth in earnings if corporate taxes increase, according to the discussion?

How do the revenue growth rates of big tech companies compare to the rest of the market?

What are the implications of liquidity on stock performance as discussed in the conversation?