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Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues

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Manage episode 398169684 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

216 episodes

Artwork
iconShare
 
Manage episode 398169684 series 2836180
Content provided by Investopedia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investopedia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

Learn more about your ad choices. Visit podcastchoices.com/adchoices

  continue reading

216 episodes

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