Investors / stance tracking

What Jee Goldman is saying

Guest

6 dated public stances tracked since 2024-09-20, most recently 2024-09-20. 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 Jee Goldman'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. Jee Goldman is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.

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6
tracked stances
6
themes
0
side flips
2024-09-20
last heard

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

ThemeStancesLeanMixLast
ENERGY11 bearish2024-09-20
FINANCIALS11 bullish2024-09-20
HEALTHCARE11 bullish2024-09-20
Long Dur Treasuries11 bearish2024-09-20
SMALL-CAP AND MID-CAP EQUITIES11 bullish2024-09-20
UTILITIES11 bullish2024-09-20

Tracked stances

bullish / bearish is a view they argued; owns / short is a position they said they hold.

2024-09-20 HEALTHCARE bullish Bloomberg Surveillance · video
Healthcare offers defensive growth with 18% YoY Q2 earnings growth, providing a high-quality earnings story with downside protection in a volatile, late-cycle market.
“Healthcare up 18% year-over year so earnings good earnings stories with high quality focuses”
Markets and Politics | Bloomberg Surveillance | September 20, 2024
2024-09-20 UTILITIES bullish Bloomberg Surveillance · video
Utilities benefit from lower rates and are transitioning into a growth play as AI-driven data center demand drives massive new electricity needs, as evidenced by Microsoft's deal to reopen Three Mile Island via Constellation.
“utilities especially with generally lower yields...earnings growth up about 21% year-over year”
Markets and Politics | Bloomberg Surveillance | September 20, 2024
2024-09-20 SMALL-CAP AND MID-CAP EQUITIES bullish Bloomberg Surveillance · video
When the Fed cuts, market breadth historically widens; broadening into small and mid caps now captures this rotation before the rally fully extends beyond large-cap names.
“market breath will widen we see this every time the FED Cuts rates”
Markets and Politics | Bloomberg Surveillance | September 20, 2024
2024-09-20 FINANCIALS bullish Bloomberg Surveillance · video
A steepening yield curve directly expands net interest margins for banks while a no-recession base case removes the credit risk overhang, making financials the top sector pick.
“the steepening yield curve is great for financials also no recession”
Markets and Politics | Bloomberg Surveillance | September 20, 2024
2024-09-20 ENERGY bearish Bloomberg Surveillance · video
Regardless of election outcome, oil prices face headwinds — Trump means more drilling into already-record US production, Harris means more regulation — while global demand weakness adds further pressure.
“regardless of who wins pressure on oil prices going forward”
90d +5.4% · 180d -6.3% · 1y -2.9%
Markets and Politics | Bloomberg Surveillance | September 20, 2024
2024-09-20 Long Dur Treasuries bearish Bloomberg Surveillance · video
Most 2024 treasury gains are already captured; the steepening yield curve from Fed cuts puts upward pressure on the long end, so now is the time to reduce duration back toward benchmark.
“we think a lot of the gains in the treasury market have already been seen especially for this year”
90d +9.9% · 180d +5.9% · 1y +6.4%
Markets and Politics | Bloomberg Surveillance | September 20, 2024

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