Navigating the next super cycle
Unhedged

Navigating the next super cycle

2024-04-02
Today on the show, we’re taking the long view, the very long view. Our guest isPeter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of Any Happy Returns: Structural Changes and Super Cycles in Markets. We talk with him about how changes in technology and finance create cycles that shape markets, and investment returns, for decades. Also, we go long healthcare, short Tesla, and short private clubs. For a free 30-day trial to the Unhedged newsletter go to: h...
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