22 min listen
Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues
Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues
ratings:
Length:
31 minutes
Released:
Jan 29, 2024
Format:
Podcast episode
Description
Peter Oppenheimer, the Chief Equity Global Strategist and head of Macro Research at Goldman Sachs in Europe, explains the new Post Modern Cycle investors are living in, and what it means for our future returns. Plus, we are investing in the land of giants again as Microsoft tops the $3 Trillion in market value and several other companies join the Trillionaires Club. But that's not stopping them from cutting jobs at an alarming rate.
LINKS FOR SHOW NOTES:
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012624A.pdf
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8550235
https://www.goldmansachs.com/media-relations/in-the-news/current/oppenheimer-oped-folder/bio-oppenheimer.pdf
https://www.goldmansachs.com/intelligence/topics/economic-outlooks.html
https://www.amazon.com/Long-Good-Buy-Analysing-Markets-ebook/dp/B086Z82KRW
https://www.investopedia.com/terms/i/idiosyncraticrisk.asp
LINKS FOR SHOW NOTES:
https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_012624A.pdf
https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8550235
https://www.goldmansachs.com/media-relations/in-the-news/current/oppenheimer-oped-folder/bio-oppenheimer.pdf
https://www.goldmansachs.com/intelligence/topics/economic-outlooks.html
https://www.amazon.com/Long-Good-Buy-Analysing-Markets-ebook/dp/B086Z82KRW
https://www.investopedia.com/terms/i/idiosyncraticrisk.asp
Released:
Jan 29, 2024
Format:
Podcast episode
Titles in the series (100)
Navigating the widening disconnect between markets and the economy: On The Investopedia Express this week: What investors need to hear from the Federal Reserve at its last meeting before the U.S. elections. U.S. tech giants are cozying up to India's Reliance Industries, how individual investors should interpret volatility, with Liz Ann Sonders, the Chief Investment strategist at Charles Schwab, and why quadruple witching can scare this market this Friday. by The Investopedia Express with Caleb Silver