Longer-term structural changes in economic activity, policy, and society can have a bigger impact on investment opportunities than the shorter-term hot-button issues of the moment, explains Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist, and head of macro research in Europe. In this episode, Oppenheimer explains the factors driving what he sees as the current post-modern super cycle, the investment implications, and findings from his latest book, Any Happy Returns: Structural Changes and Super Cycles in Market.
Whenever, Wherever: Seamless Commerce is the Future of Retail
What’s Behind the Record Level of Equity Issuance?
Top of Mind: Reflation Risk
Outlook for Equity Markets
A Guide to Bubbles and Why We Are Not in One
How Supply-Chain Disruptions Are Impacting Inflation
Special Episode: What the American Rescue Plan Means for the Economy, Markets, Corporations and Investors
The State of U.S. Corporate Pensions
The Case for Investing in Black Women
Higher Rates Unlikely to Derail the US Housing Market Strength
How Hedge Funds are Navigating a Volatile Market
Markets Update: Cryptocurrency Trading
The Short and Long of Recent Volatility
How Healthcare CIOs Are Investing Capital Through a Public Health Crisis
How Small Businesses Are Faring Entering Year Two of the Pandemic
Digital Transformation and the Future of Software
Markets Update: Inflation and Equities
Big, Bold, Strategic Moves: The 2021 M&A Outlook
The Outlook for Airlines in 2021
2021 Investment Outlook: “US Resilient”
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