Top Goldman Macro Trader Warns "Several Tectonic Plates Are Moving At The Same Time"
The last couple of weeks have seen the world, markets, and investor focus/sentiment changed wildly from day to day.
As top Goldman Sachs macro trader, Bobby Molavi writes, nothing endures but change... the only issue with this belief is that things are changing faster than ever.
In the space of 3 short weeks we've seen themes, sectors, business models and stocks come under pressure due to Ai disruption risk.
