Thank you to Matthew Miller, Katie Greifeld and Sonali Basak for inviting me to join them on Bloomberg’s "Open Interest" to discuss the Goldman Sachs 2025 US Equity Outlook: The Art of the Deal report that was published this week. I discussed my forecast that the collective outperformance of the “Magnificent 7” stocks relative to the remaining 493 companies in the S&P 500 is likely to narrow next year, the potential return for the Goldman Sachs US M&A Candidates basket, and the prospect for stocks with revenue exposure to small- and mid-sized businesses. You can watch the full interview below.
Direct link to video: here