Equity risks and alts opportunities

US stocks rebound post-tariff announcements, but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors. This episode was recorded on May 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices