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Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 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://ro.player.fm/legal.
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#38 The Cyclist
Manage episode 434308688 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 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://ro.player.fm/legal.
Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles.
His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer term secular trends and the future outlook for economies and markets. Our discussion covers both.
Our episode title refers to Peter’s study of cycles in markets, but amusingly for a partner at Goldman Sachs, he arrived for our recording on a bike, not their usual mode of transport.
47 episoade
Distribuie
Manage episode 434308688 series 2973097
Content provided by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet 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://ro.player.fm/legal.
Peter Oppenheimer is chief global equity strategist and head of Macro Research at Goldman Sachs in Europe and the author of two books on market cycles.
His first book, the Long Good Buy is sub-titled Analysing Cycles in Markets. His follow-up book Any Happy Returns, is sub-titled Structural Changes and Super Cycles in Markets and looks at longer term secular trends and the future outlook for economies and markets. Our discussion covers both.
Our episode title refers to Peter’s study of cycles in markets, but amusingly for a partner at Goldman Sachs, he arrived for our recording on a bike, not their usual mode of transport.
47 episoade
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