Goldman's Kostin Doesn’t Want to Be Defensive in This Market

The video discusses market strategies, emphasizing the importance of technology in portfolios for growth. It contrasts capital spending with stock buybacks, highlighting the impact of new tax laws. The discussion includes the effects of trade tensions on earnings forecasts, particularly for the S&P 500. The economic outlook remains positive, with strong consumer confidence and corporate investment, despite potential recession risks.

What are the implications of trade tensions on earnings growth according to the discussion?

What economic indicators suggest that the U.S. economy is still expanding?