Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
How Goldman Sachs Is Building a Private Markets Platform for Rich Investors
Episode 128 of Stock Picking with Fexingo dives into Goldman Sachs' new private markets platform, designed to give wealthy individuals access to assets like SpaceX and Stripe. Lucas and Luna break down why this matters for the broader market, how it could reshape wealth management, and what it means for the IPO pipeline. With Jamie Dimon's bearish call and a 5% oil rally as backdrop, they explore whether private markets are becoming the new public equity. A focused, specific look at one of the biggest structural shifts in investing this year.
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The skinny
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