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Peter Oppenheimer

Chief global equity strategist with Goldman Sachs Research. Contributed expertise on equity investment strategies.

Top 5 podcasts with Peter Oppenheimer

Ranked by the Snipd community
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28 snips
Feb 28, 2025 • 1h 7min

Goldman Sachs’ Peter Oppenheimer - Concentration & Correction: What To Do Next | #572

Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and author of 'Any Happy Returns', dives into the complexities of today's investment landscape. He discusses structural changes driven by macroeconomic factors and geopolitical tensions that shape super cycles. Oppenheimer delves into the implications of AI and de-carbonization on returns while emphasizing diversification as a key strategy. He also shares insights on the emotional phases of market cycles and the contrasting dynamics of U.S. markets versus European banks.
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10 snips
Oct 18, 2024 • 9min

The new equity opportunities

Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs Research, shares his insights on diversifying beyond U.S. tech giants. He emphasizes the risks of concentrating investments in a few large companies and highlights the growth potential of mid-cap stocks. Oppenheimer suggests exploring undervalued opportunities in Europe and Asia, especially as market conditions improve. With earnings season underway, he advises looking closely at earnings reports to gauge future investor sentiment and make informed decisions.
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8 snips
Jul 3, 2023 • 25min

Why global equities are poised for “fat and flat” returns

Global equity markets have performed relatively well in the first half of the year, but can this performance last? Goldman Sachs Research’s Peter Oppenheimer, chief global equity strategist and head of macro research in Europe, explains why equity returns are likely to remain relatively flat from here.  Learn more about your ad choices. Visit megaphone.fm/adchoices
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7 snips
Aug 15, 2024 • 1h 13min

#38 The Cyclist

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.
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Apr 2, 2024 • 21min

Navigating the next super cycle

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.