AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Walker Webcast
Peter Oppenheimer, Chief Global Equity Strategist for Goldman Sachs
Apr 18, 2024
Peter Oppenheimer, Chief Global Equity Strategist for Goldman Sachs, discusses market cycles vs. super cycles, secular trends like AI and decarbonization, opportunities and risks for investors. Willy and Peter navigate economic cycles, market dynamics, uncertainties, the future of the US dollar, and global markets.
01:07:40
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investing in European companies with similar competitiveness but lower valuations can offer opportunities for diversification.
- Commodities present investment potential due to increased demand for materials like copper, driven by AI and decarbonization trends.
Deep dives
Structural Shifts in the Economy and the Impact on Asset Valuations
The US stock market's high valuations have been fueled by lower cost of capital, while European companies show similar global competitiveness but trade at lower P/E ratios. Diversifying geographically may offer investment opportunities due to valuation disparities.
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