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.
Is China’s rebound for real?
How AI, the energy transition, and the future of work are shaping impact investing
Is the UK economy finally turning the corner?
Why Treasury auctions — and rising deficits — are becoming a focal point for markets and investors
Weighing the GLP-1 Market
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Global insurers turn to private credit — and AI
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
Are the largest US stocks too dominant?
Global transit & trade: in rough waters
High mortgage rates, limited inventory continue to challenge the US housing market
What’s ahead for retail: how retail CEOs are navigating a more complex environment
Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
Dimensional’s Founder and Chairman David Booth on being an index pioneer, working with Nobel laureates, and investing through uncertainty
Shifting supply and demand dynamics buffer oil market
2024: the year of elections
The Future of Four Wheels: Episode 4, How a New Kind of Car Will Change Our World
The Future of Four Wheels: Episode 3, The New New-Car Business
The Future of Four Wheels: Episode 2, Building the Car of the Future
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