
Willy
Host of the podcast.
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Apr 18, 2024 • 1h 8min
Peter Oppenheimer, Chief Global Equity Strategist for Goldman Sachs
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.