AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Unhedged
Navigating the next super cycle
Apr 2, 2024
Peter Oppenheimer, Head of Macro Research at Goldman Sachs, discusses long-term market cycles. Topics include healthcare investments, shorts on Tesla, and the impact of technology on markets. Learn about economic cycles, rising interest rates, AI, decarbonisation, Tesla challenges, and private clubs.
21:14
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Innovation drives healthcare and tech, urging continuous development and market exploration.
- Understanding economic cycles aids investors in strategic decisions and recognizing repetitive patterns for market timing.
Deep dives
Importance of Innovation in Healthcare and Tech
Innovation is essential in healthcare and tech, driving companies to continuously develop new products and explore untapped markets. Stagnation is not an option, pushing organizations to innovate and address areas of need.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode