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.
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Markets Update: Election Outlook
An Update on the LIBOR Transition and Why It Matters for Wall Street and Main Street
Markets Update: Taking Stock of Year-to-Date Performance
The State of Small Businesses in the U.K.
Markets Update: Investor Sentiment Tilts Marginally Bullish and Pro-Cyclical
Retirement Plans’ Rocky 2020…and Where Investors Go from Here
Markets Update: Investors Assess How and When to Position Portfolios for a Post-Vaccine Economy
Innovation in the Industrials Sector
The Battle for Our Screens, Part 4: The Moving Pieces of Tech Policy
Markets Update: How Emerging-Market Economies are Navigating a Recovery
The Battle for Our Screens, Part 3: Social Media in the Social Distancing Age
The Battle for Our Screens, Part 2: The Future of Work
The Battle for Our Screens, Part 1: The Race to Entertain Us
Markets Update: September Turbulence
Pandemic Perspectives: Insights from Our First Virtual Intern Class
Markets Update: European Leveraged Capital Markets
Exploring the Founder Journey with Launch With GS CEOs
Markets Update: Subdued Mood as S&P 500 Hits Record Highs
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