Season 11 · Episode 8
S11 E8: Goldman Sachs’ David J. Kostin on Profit Margins, Duration and ESG
September 23, 202151m 51s
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Show Notes
DoubleLine’s Jeffrey Sherman and Sam Lau welcome David J. Kostin, chief U.S. equity strategist at Goldman Sachs, to talk about the dramatic comeback of profit margins (2:34), the impact of duration on investing (5:08), the demand and supply for equities ... Read More