How Goldman's Kostin Is Investing as Higher Inflation Looms

The video discusses economic growth trends in the U.S. and Europe, highlighting the peaking of U.S. growth and the potential for European growth. It examines the impact of rising input costs on company margins and the importance of pricing power. Investment strategies are explored, focusing on cyclical and defensive approaches, with an emphasis on stock picking. The video also covers market positioning, the role of IPOs and SPACs, and the influence of retail and institutional investors.

What investment strategy is suggested for those with a longer-term horizon?

What trends are observed in retail trading activity compared to previous months?

How does the current market environment affect stock picking?