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14min chapter
Peter Oppenheimer, Chief Global Equity Strategist for Goldman Sachs
The Walker Webcast
The Future of the US Dollar and Global Markets
Exploring the strengths of the US dollar as the world's reserve currency, factors affecting its value, and the potential for competing reserve currencies. Analyzing market comparisons between the US and Eurozone, emphasizing valuation gaps, diversification strategies, and the opportunities in global markets. Delving into the risks and opportunities in the economic landscape, addressing government debt shifts, rising interest rates, and the potential benefits of AI advancements and decarbonization.
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