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.
France’s Economic Environment for 2021
Goldman Sachs CFO Stephen Scherr on 2020 and How the Firm is Tracking Against Its Goals
Policy Outlook for the Year Ahead
Markets Update: Emerging Markets in 2021
Companies Continue to Turn to SPACs for Greater Flexibility
Markets Update: 2021 Global Growth Outlook
What’s Included in the $900 Billion US Stimulus Package?
Markets Update: Financial Services Outlook
The Outlook for a Commodities Bull Market in 2021
Markets Update: Looking Back on 2020’s Roller Coaster Ride
Gregg Lemkau on How Investment Banking has Changed in his 28 Years at Goldman Sachs
Markets Update: What Investors Are Watching Going into Year-End
November Wrap: Record Inflows into Global Equities
Asia-Pacific Economic Outlook for 2021
Markets Update: The Bull Run in 2021
Germany’s Economic Recovery
Markets Update: A Biden Presidency, a Possible Vaccine and the Future of the S&P
Vaccine Progress and What’s Next
Client Call: Macro Outlook 2021
Markets Update: Investors Feel “Relief” As Clarity Begins to Form Around US Election
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