The Investopedia Express with Caleb Silver cover image

The Investopedia Express with Caleb Silver

Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues

Jan 29, 2024
30:54

Peter Oppenheimer, the Chief Equity Global Strategist and head of Macro Research at Goldman Sachs in Europe, explains the new Post Modern Cycle investors are living in, and what it means for our future returns. Plus, we are investing in the land of giants again as Microsoft tops the $3 Trillion in market value and several other companies join the Trillionaires Club. But that's not stopping them from cutting jobs at an alarming rate.


LINKS FOR SHOW NOTES:


https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012624A.pdf


https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8550235


https://www.goldmansachs.com/media-relations/in-the-news/current/oppenheimer-oped-folder/bio-oppenheimer.pdf


https://www.goldmansachs.com/intelligence/topics/economic-outlooks.html


https://www.amazon.com/Long-Good-Buy-Analysing-Markets-ebook/dp/B086Z82KRW


https://www.investopedia.com/terms/i/idiosyncraticrisk.asp

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