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.
Rising Stagflation Risks Are Changing the Investment Playbook
Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration
How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape
How Policymakers are Navigating Stagflation Risk
Gene Editing: The Future of Genomic Medicine & Biotech Investing
The Next Tech Battleground: Online Gaming & the Metaverse
Raising Capital: How Corporate Financing Strategies Are Evolving
What the Russia-Ukraine Conflict Means for the Global Economy and Markets
What the Fed’s Hawkish Pivot Means for Economic Growth and Markets
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
What’s Ahead for the Housing Market
Piloting Through: Why Investors Should Stay the Course
Is 2022 the Endemic Year?
As Rates Reprice and Stocks Sell Off, What’s Next?
Goldman Sachs’ David Solomon on the Firm’s Performance, the Global Economy and What to Expect in 2022
Understanding the Metaverse and Web 3.0
What’s Next for M&A
Accelerating Transition: Market Tools for ESG
Investing in Climate Change 2.0
Redefining the Retirement Landscape
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