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Andy Goldberg
Nomura Asset Management (chief investment strategist)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Referring to the One Big Beautiful Bill's fiscal boost (a nearby segment garbles as 'it's having a really bad time'). He pairs it with ISM manufacturing as 'a really good leading indicator of small caps doing better' (@48:33) and points to equal-weight S&P outperforming cap-weight; recommends financials, health care, industrials.
“We are estimating it's having about a 1.1 percent impact on gdp growth”
On Kimi K3 disruption risk: 'to not expect disruption In the the thing that's disrupting the whole entire world would be crazy' (@47:14). Recommends uncorrelated assets (fixed income, film royalties, private credit); calls the semi pullback 'taking a breather is actually a healthy sign' (@49:42).
“So for a while now, we've been diversifying away from some of these hyperscalers”
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