← Leaderboard
KT
Kamakshya Trivedi
Goldman Sachs
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.
British pound valuation. magnitude modest on tape: some depreciation creeping in, not a crash call
“one of the most over valued currencies on our metrics across the G 10”
energy vs tariffs as inflation source. contrastive sentence: explicitly less worried about tariffs per se
“I'm much more worried about the inflationary impulse that is coming out of the energy complex right now”
Goldman's 12-month dollar-yen forecast:
“We have it in you know about 12 months 1.65.”
“most likely they're going to hold rather you know for a while you know at least for the remainder of the year rather than sort of you know jump into those hikes.”
Benchmarking his 8090 'software factory' on open-source vs frontier models:
“We just took down our recession probability odds over the next 12 months back to kind of the you know long term norm over the past week.”
Follow Kamakshya Trivedi
One short email when Kamakshya puts a new call on the record, and when a verdict lands on one. Plain words, free.