Peter Oppenheimer

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.

Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, shares insights on the potential impact of tariffs on the U.S. economy and the risk of recession. He analyzes the tension between event-driven and cyclical bear markets, exploring how investor perceptions can shape market recovery. Oppenheimer delves into the fragility of market liquidity and profit margins, warning of implications for equity indices. He further discusses how U.S. tariff policies affect global markets and examines the shifting valuations of large-cap tech stocks, including the decline of Apple.

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.

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

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.

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.

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.

Peter Oppenheimer, Chief Global Strategist at Goldman Sachs, discusses financial cycles and market supercycles. He explains the phases of supercycles, structural changes creating headwinds, and the potential of AI and energy transition. The conversation delves into real interest rates, AI's impact on productivity, financing large projects, and lowering energy costs. Structural changes in financial markets are explored, predicting a new super cycle driven by AI and decarbonization.

Goldman Sachs' Peter Oppenheimer discusses US valuations compared to global markets, emphasizing the benefits of diversification. They analyze passive vs active investing, international market opportunities in India and China, and compare S&P 500 to Japanese market investments, highlighting stock concentration, valuation differences, and dominant global companies.

Experts discuss US economy optimism, central banks' inflation targets, and diversifying to non-US stocks. Podcast covers wealth management, investment strategies, global diversification, and economic impact on lower-income families.