Deep Dive: Goldman Option's Trade Ideas
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: There will be no Morning Rundown or AM posts tomorrow.
Good Evening. Find attached this afternoon’s Founders Discussion for Gold.
THIS IS INSTITUTIONAL RESEARCH
The main topic was a recent Gold Options analysis and trade idea written by Goldman Sachs for their institutional clientele.
* We painstakingly go through this report describing the ideas, the risks, and ultimately what it informs us about the positioning of market players. That takes up a good chunk of time interspersed with Q&A
* Next…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.