Introduction

On this Walker Webcast, Willy was joined by Peter Oppenheimer, chief global equity strategist for Goldman Sachs. He is also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which analyzes the complex factors impacting structural changes in financial markets and investor opportunities.

 He and Willy discussed the difference between market cycles and longer-term structural trends (what he refers to as “Super Cycles”), secular trends like AI and decarbonization that are shaping the emerging Post-Modern Cycle, the biggest opportunities and risks investors should be thinking about, and so much more.

If you’re looking to better understand upcoming market conditions and returns, you won’t want to miss this webcast. 

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