Katie Martin, Robert Armstrong and other markets nerds at the Financial Times explain the big ideas behind what’s happening in finance right now. Every Tuesday and Thursday. Hosted on Acast. See acast.com/privacy for more information.
https://shows.acast.com/unhedged
Navigating the next super cycle
Today on the show, we’re taking the long view, the very long view. Our guest is
Peter Oppenheimer, the head of Macro Research in Europe for Goldman Sachs, and the author of Any Happy Returns: Structural Changes and Super Cycles in Markets. We talk with him about how changes in technology and finance create cycles that shape markets, and investment returns, for decades. Also, we go long healthcare, short Tesla, and short private clubs.
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Hosted on Acast. See acast.com/privacy for more information.