Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet – Odd Lots

Former Goldman Sachs CEO Lloyd Blankfein on Why He Doesn't Tweet – Odd Lots

Mentioned

$GS COVID Discord Fed Federal Deposit Insurance Corporation Federal Reserve Financial Industry Regulatory Authority $JPM

Market views

Bullish

EQUITIES— Lloyd Blankfein is 100% invested in equities and risk assets, given consistent market performance over extended period.
TECH— Technology sector dominance continues with no alternative for investors, everyone must be in tech to avoid bankruptcy.
INFRA— Infrastructure and engineering becoming dominant in financial services, with over a third of Goldman employees being engineers.

Bearish

PE— Private equity facing liquidity challenges with assets accumulating on balance sheets despite record equity prices and best financing markets.
PRIVATECREDIT— Private credit markets face systemic risks from illiquidity, unreliable pricing, and extension to retail investors through 401Ks.
GLOBALIZATION— Globalization reversing with countries prioritizing domestic production and 'America First' policies becoming widespread.

Not investment advice.