Calls
3
Eric Van Nostrand
CIO, Lazard Asset Management
Win Rate
33.3%
return
+3.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$40.97
+20.8%
Markets are underestimating the supply shock from the Iran conflict. Inventories have been drawn down substantially to insulate consumers, leaving less cushion. Even if tensions ease, every piece of bad news will have a bigger downside impact on prices. Oil is not pricing in the real physical tightness, creating upside risk.
Commodities
Long
Jun 04
$69.10
-8.0%
Emerging markets benefit from structural forces like diversification by global reserve managers, easing dollar dominance, and secular growth in the Global South. These factors outweigh the typical headwind of higher US rates, making EM equities attractive.
Equity Indexes
Long
Jun 04
$88.89
-1.5%
European equities are more attractive than US equities because of better monetary and fiscal policy posture, less overvaluation from AI enthusiasm, and an improved ability to weather supply shocks. He is more bullish on Europe than he has been in a long time.
Equity Indexes
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Eric Van Nostrand has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: VGK, EEM, BNO.
