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Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#38 The Cyclist

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Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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.

  continue reading

46 episodios

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#38 The Cyclist

Behind the Balance Sheet

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Manage episode 434308688 series 2973097
Contenido proporcionado por Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Stephen Clapham, Behind the Balance Sheet, Stephen Clapham, and Behind the Balance Sheet o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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.

  continue reading

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