Goldman Sachs' Katie Koch on Markets and Future Planet

The video discusses investment strategies in equity markets, emphasizing the importance of being overweight in risk assets despite market corrections. It highlights the potential of small caps in the US economy and explores investment opportunities in climate transition through ETFs. The video also delves into the commercialization of space, focusing on satellite and semiconductor companies as key investment areas.

What is the long-term perspective on equity markets mentioned in the text?

How does the speaker suggest clients should position themselves in the current market?

What is the significance of the earnings season mentioned in the text?

What are the three signs that management is focused on regarding earnings?

What are the key areas of focus for small-cap investments according to the speaker?

How does the speaker relate climate transition to investment opportunities?

What opportunities does the speaker see in the commercialization of space?