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76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Money Maze Podcast
Reasons to Be Cheerful
We're moving into an era where the cost of capital is going to be higher. That does mean lower returns but shifts in geopolitics and the moves towards decarbonization are also going to mean less globalization and a bit more regionalization. Also, I think it's worth saying that although the inflationary shock that we're seeing is coming from higher energy costs, higher labor costs, there will be opportunities as well.
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