What Jason Goldberg is saying
Guest
3 dated public stances tracked since 2024-10-15, most recently 2024-10-15. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Jason Goldberg's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Jason Goldberg is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-10-15
MS
bullish
Bloomberg The Close · video
Morgan Stanley should carry over the same equities and fixed income trading revenue beats seen at Goldman, BofA, JPMorgan, and Citi when it reports the following day
“we would look to see them outperform expectations of both trading results and Investment Banking fees”
90d +11.4% · 180d -1.4% · 1y +49.3%
Trump Argues Tariffs Are The Answer | Bloomberg: The Close 10/15/2024
2024-10-15
C
neutral
Bloomberg The Close · video
Citigroup is burdened by longstanding consent orders that inflate expenses and suppress returns, but unlike Wells Fargo there are no formal growth restrictions in place and progress toward satisfying regulators is real
“it just takes a long time to get through these consent orders”
Trump Argues Tariffs Are The Answer | Bloomberg: The Close 10/15/2024
2024-10-15
long BANKS / long GS
basket
Bloomberg The Close · video
Bank of America and Goldman Sachs are both positioned to keep outperforming on trading revenue and investment banking fees amid a resilient consumer and improving credit quality backdrop
“I got an overweight on Bank of America and Goldman”
90d +3.6% · 180d -7.8% · 1y +29.3%
Trump Argues Tariffs Are The Answer | Bloomberg: The Close 10/15/2024
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