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11min chapter
Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572
The Meb Faber Show - Better Investing
Shifts in Equity Markets: Historical Insights and Future Implications
This chapter explores the motivations behind transitioning from short-term economic analyses to a focus on long-term structural changes in equity markets. It reviews historical performance post-World War II, examining how factors like geopolitical tensions and technological advancements influenced different market epochs. The discussion also highlights contrasting economic trends in countries like Japan and China, providing insights into the complexities of the current global economic landscape.
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