76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
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The Bullish Case for Copper in an Institutional Asset Allocation
Commodities can often move in the opposite direction to other financial assets. In periods of higher inflation, which means higher interest rates, commodities often thrive. The second thing is that we're in a secular super cycle for many commodities because you've had under investment in commodity infrastructure and exploration.
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