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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
Innhold levert av Investopedia. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investopedia eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

217 episoder

Artwork
iconDel
 
Manage episode 398169684 series 2836180
Innhold levert av Investopedia. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Investopedia eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

217 episoder

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