

76: Goldman Sachs’s Chief Global Equity Strategist, Peter Oppenheimer, Discusses Macro and Markets
Oct 20, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 3min
The End of the Bear Markets
02:44 • 2min
The Macro Backdrop, Interest Rates, Equities, Commodities and as Gatekeepers to Pools of Capital
04:23 • 3min
The Post-Modern Cycle and Inflation
07:02 • 2min
The Effects of Higher Interest Rates on Financial Assets
08:55 • 2min
The Fed's Reluctance to Raise Rates After the Financial Crisis
10:51 • 4min
The Rise of Interest Rates and Bond Yields in Fixed Income
15:10 • 4min
The Different Types of Bear Markets
18:44 • 6min
The Dispersion of Equity Markets
24:36 • 3min
The Effect of the Financial Crisis on Growth
27:55 • 5min
The Dollar's Rise Over the Course of the Year
32:35 • 3min
The UK Equity Market Is Cheap
36:02 • 4min
The Thorny Issues of Europe
40:27 • 3min
The Bullish Case for Copper in an Institutional Asset Allocation
43:10 • 3min
Reasons to Be Cheerful
46:22 • 3min
How to Be a Successful Investor
49:39 • 2min