Premium"It Still Makes Sense To Hedge" Warns Top Goldman Sachs Trader
The S&P 500 is down 5% from the highs and the market has begun rewarding hedges.
Top Goldman Sachs trader, Louis Miller reflects on the global environment, noting that geopolitical hedges are working and should be considered. Aside from the importance of hedges (and where to place them), Miller outlines his thoughts on a return to AI themes (post geopol), approaches to HALO investing currently, and the crisis in credit.