{"id":38974,"date":"2026-03-24T11:45:44","date_gmt":"2026-03-24T11:45:44","guid":{"rendered":"https:\/\/cryptomag.finance\/?p=38974"},"modified":"2026-03-24T11:45:44","modified_gmt":"2026-03-24T11:45:44","slug":"goldman-sachs-exec-remains-bullish-on-two-trades-amid-geopolitical-turbulence","status":"publish","type":"post","link":"https:\/\/cryptomag.finance\/?p=38974","title":{"rendered":"Goldman Sachs Exec Remains Bullish on Two Trades Amid Geopolitical Turbulence"},"content":{"rendered":"

\"\"<\/p>\n

A senior executive at Goldman Sachs says markets remain resilient despite elevated volatility and geopolitical uncertainty.<\/p>\n

On Goldman Sachs\u2019 \u201cThe Markets\u201d podcast, John Storey, co-head of equities distribution, describes<\/a>\u00a0the current environment as \u201cfragile,\u201d with investors heavily hedged and volatility near extreme levels.<\/p>\n

Despite this, Storey is surprised at how well equities have held up and remains bullish on a number of sectors.<\/p>\n

\u201cWhen I was here last June, I pressed the European financials theme. It\u2019s been incredibly resilient during this period. It\u2019s still high single-digit PEs. It\u2019s double-digit earnings growth. Double-digit shareholder returns. And still going through earnings upgrades. <\/em><\/p>\n

So, I like that theme a lot. And then I think the second theme which we just talked about is this shift from asset-light to asset-heavy in the sectors we talked about. So, data center, defense, mining, materials, you know, all the equipment spend is just a great place to be.\u201d<\/em><\/p>\n

Storey highlights the ongoing rotation from asset-light to asset-heavy sectors, particularly those tied to infrastructure and physical capital, as investors reassess the long-term impact of artificial intelligence on business models.<\/p>\n

He also reiterates confidence in the \u201cpicks and shovels\u201d approach to (AI) investing.<\/p>\n

\u201cI think the picks and shovels trade around AI has worked incredibly well. The capex spend, as we keep revising up our number, or corporates keep revising up their number on capex spend, is playing through in the markets. So, how can you not be long the likes of the picks and shovels, semiconductors, et cetera.\u201d<\/em><\/p>\n

Storey adds that while AI-driven productivity gains are widely anticipated, the earnings impact remains less clear, reinforcing the appeal of companies supplying the infrastructure behind the technology rather than its end applications.<\/p>\n

Looking ahead, he said investors should closely monitor developments in geopolitical conflicts, particularly in the Middle East, as well as U.S. labor market data, both of which could influence growth expectations and market direction.<\/p>\n

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Disclaimer: Opinions expressed at The Daily Hodl are not investment advice. Investors should do their due diligence before making any high-risk investments in Bitcoin, cryptocurrency or digital assets. Please be advised that your transfers and trades are at your own risk, and any losses you may incur are your responsibility. The Daily Hodl does not recommend the buying or selling of any assets including cryptocurrencies, nor is The Daily Hodl an investment advisor. Please note that The Daily Hodl participates in affiliate marketing.<\/h6>\n<\/div>\n

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The post Goldman Sachs Exec Remains Bullish on Two Trades Amid Geopolitical Turbulence<\/a> appeared first on The Daily Hodl<\/a>.<\/p>","protected":false},"excerpt":{"rendered":"

A senior executive at Goldman Sachs says markets remain resilient despite elevated volatility and geopolitical uncertainty. On Goldman Sachs\u2019 \u201cThe Markets\u201d podcast, John Storey, co-head of equities distribution, describes\u00a0the current environment as \u201cfragile,\u201d with investors heavily hedged and volatility near extreme levels. Despite this, Storey is surprised at how well equities have held up and […]<\/p>\n","protected":false},"author":1,"featured_media":38975,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[],"tags":[],"class_list":["post-38974","post","type-post","status-publish","format-standard","has-post-thumbnail"],"yoast_head":"\nGoldman Sachs Exec Remains Bullish on Two Trades Amid Geopolitical Turbulence - Cryptomag<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptomag.finance\/?p=38974\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Goldman Sachs Exec Remains Bullish on Two Trades Amid Geopolitical Turbulence - Cryptomag\" \/>\n<meta property=\"og:description\" content=\"A senior executive at Goldman Sachs says markets remain resilient despite elevated volatility and geopolitical uncertainty. 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