市场历史经验与触发因素 - 市场下跌往往并非由广泛讨论的原因引发 而是始于一个无人能预料到的触发因素[1] 分析师背景与投资理念 - 分析师拥有约30年市场经验 经历了2000年互联网泡沫和2008年次贷危机等多个市场周期[2] - 实践过多种跨不同衍生品的交易策略 并构建长期投资组合[2] - 积极运用多种期权策略[2] - 分析基于经济学背景 专注于发现市场可能忽视的错误定价资产或情形[2] - 分析方法以基本面为首要指导原则 尽管承认叙事驱动情绪和技术分析在当今算法驱动的投资环境中常被优先考虑[2]

all takes us to our talk of the tape. How do you want to be positioned with stocks here at all-time highs. Joining me now is Goldman Sachs's Mina Flynn.Mina, it's great to have you on the show in from the private wealth uh department. What What are you telling your clients at this point now that we have seen such a strong meltup in stocks. Absolutely.Um we're encouraging our clients to continue to stay invested and with incremental capital to really look to put that to work over a 6 to 18month time period. ...