EPISODE · May 11, 2025 · 10 MIN
Deep Dive: Goldman Option's Trade Ideas
from GoldFix · host VBL
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: There will be no Morning Rundown or AM posts tomorrow.Good Evening. Find attached this afternoon’s Founders Discussion for Gold.THIS IS INSTITUTIONAL RESEARCHThe 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 we discuss the CFTC Cot Report.* Finally a relatively brief discussion is given to technical analysis.This was a well attended and active discussion.
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Deep Dive: Goldman Option's Trade Ideas
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