This is a great episode by $GS. They discuss a long Mag 7 position, implemented via single stock calls, because IV is extremely cheap historically—only once before at these levels was it seen in March 2020 during Covid. I agree with their perspective and have expressed it by buying long 1/21/28 calls on $NVDA $GOOGL $META. I've shared about this; search for these tickers on my timeline for details.
I would say these GS podcasts are very high beta. Some are excellent, and others are completely hopeless. High beta with the quality of employees who work there.
https://t.co/cwYClA5efR
