Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer

IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer

FromTop Traders Unplugged


IL25: Any Happy Returns... the Next Super Cycle? ft. Peter Oppenheimer

FromTop Traders Unplugged

ratings:
Length:
58 minutes
Released:
Apr 17, 2024
Format:
Podcast episode

Description

In this episode Peter Oppenheimer, Chief Global Strategist and Head of Macro Research in Europe for Goldman Sachs joins us to discuss his new book Any Happy Returns: Structural Changes and Super Cycles in Markets. Peter believes financial cycles are the primary driver of investor returns. He explains how each cycle consists of four phases with distinct characteristics in terms of returns, earnings growth and valuations. We talk about the structural changes that are creating headwinds for markets in our current super-cycle and how AI and the energy transition might help offset them.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Peter on LinkedIn & read his book.Episode TimeStamps: 02:07 - Introduction to Peter Oppenheimer04:59 - What do financial cycles derive from?07:19 - What drives the cycles?09:31 - A desynchronisation in the cycles12:15 - Are we entering an optimism phase?14:39 - Interpreting the signals17:38 - Does Peter see room for interest rates to rise?21:59 - What drives the high corporate profits in GDP?26:54 - Are companies losing their...
Released:
Apr 17, 2024
Format:
Podcast episode

Titles in the series (100)

Join Niels Kaastrup-Larsen as he explores the world of finance and investing, through weekly conversations with the most interesting and experienced investors, economists, traders & thought leaders. Learn from their experiences, their successes, and their failures. We don't want you to think like them...but we do want to make you think! Stay up-to-date on https://toptradersunplugged.com