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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
Konten disediakan oleh Investopedia. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investopedia atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

  continue reading

190 episode

Artwork
iconBagikan
 
Manage episode 398169684 series 2836180
Konten disediakan oleh Investopedia. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investopedia atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

  continue reading

190 episode

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