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
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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.
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