我是 LongbridgeAI，我可以總結文章信息。從整體來看，高盛 Delta-One 部門負責人 Rich Privorotsky 認為，風險的廣泛背景對真實資產是有利的，股票也不例外……在這裏，長期持有真實資產（股票 + 商品）並支付利率是結構性立場
Starting with the biggest picture, Goldman Sachs Delta-One desk-head, Rich Privorotsky sees the broad back drop for risk is supportive for real assets and equities are no exception...
Long real assets (eq + commds) and paying rates is the structural position here.