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.
Update on US Growth and Earnings Forecasts, and Expected Stimulus Programs
Markets Update: How COVID-19 Is and Isn't Like the '08 Financial Crisis
Re-thinking How We Work During a Pandemic
Markets Update: The Fed's Recent Efforts to Increase Liquidity
After a Sharp Drop in Prices, What's Next for Oil?
Markets Update: March 6, 2020
How Computational Biology is Transforming Drug R&D
Markets Update: Coronavirus
From “Fish Out of Water” to Wall Street Changemaker
Markets Update: February 21, 2020
Global Market Shocks from the '87 Crash to Brexit: Lessons for Today
Markets Update: February 14, 2020
Why Investing in the Longest Bull Market in History is Still a Smart Move
After Brexit, What’s Next for Business in Europe?
Markets Update: February 7, 2020
Goldman Sachs CFO Stephen Scherr Recaps the Firm’s First-Ever Investor Day
What’s Next for the Airline Industry?
How are “Carbonomics” Reshaping the Energy Industry?
What’s the Outlook for the US Stock Market in 2020?
Is Sustainable Finance the Next Big Commercial Opportunity?
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