Goldman Sachs' John Marshall breaks down the tactical trade ahead of earnings

some uh a peak into what's coming. Good to see you, John. Welcome back.I was just, you know, me, I'm always looking for thematics and there are some there's a financial theme here, there's some industrials. What What strikes you as interesting. No, I think you hit on two of the really big ones.There are three names in here that I think really benefit from all of this retail activity. Uh IBKR, Alex Blowstein covers that one as well as Schwab. and the retail activity.While they may not have been buying intens ...