Behind the Balance Sheet #38 The Cyclist
7 snips
Aug 15, 2024 Peter Oppenheimer, chief global equity strategist at Goldman Sachs and author of insightful books on market cycles, brings his expertise to the conversation. He shares his unexpected journey into finance and the critical role of disciplined investing. Topics include the four stages of market cycles from despair to optimism, the influence of technology and decarbonization on markets, and the importance of diversification in today’s shifting landscape. Oppenheimer also humorously arrives by bike, highlighting his unique approach to both life and investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 5min
From Uncertainty to Finance
04:36 • 4min
Navigating Market Cycles: From Despair to Optimism
08:22 • 8min
Market Dynamics and Investment Strategies
16:00 • 27min
Navigating Market Recovery and Accounting Practices
43:05 • 4min
Navigating Corporate Margins and Technological Transformations
46:51 • 23min
The Interplay of Technology and Energy for a Sustainable Future
01:09:27 • 2min
Navigating the Asset Management Landscape
01:11:00 • 2min