Top Traders Unplugged cover image

IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer

Top Traders Unplugged

00:00

Unveiling Market Supercycles with Peter Oppenheimer

Peter Oppenheimer, Chief Global Strategist at Goldman Sachs, shares insights from his book 'Any Happy Returns' on structural changes and supercycles influencing market returns. The conversation explores the phases of supercycles related to investor psychology, corporate profits, and global economic shifts, offering valuable perspectives for understanding current market trends and expectations. The chapter delves into the intricate relationship between financial cycles, societal changes, and economic expansions, highlighting the importance of navigating market dynamics with a nuanced understanding of historical patterns.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app