Willy was joined by Peter Oppenheimer, chief global equity strategist for Goldman Sachs. He is also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets (https://www.amazon.com/AnyHappyRetu..., which analyzes the complex factors impacting structural changes in financial markets and investor opportunities.

He and Willy discussed the difference between market cycles and longerterm structural trends (what he refers to as “Super Cycles”), secular trends like AI and decarbonization that are shaping the emerging PostModern Cycle, the biggest opportunities and risks investors should be thinking about, and so much more.

If you’re looking to better understand upcoming market conditions and returns, you won’t want to miss this webcast.

Key Points In The Webcast:
00:00 Introduction
02:51 Willy introduces Peter Oppenheimer
03:43 Peter’s education and love for exercise
05:31 Investment banking and Goldman Sachs: what has changed?
07:00 Goldman as a partnership vs. public company
08:27 Inflation and growth can coexist
11:06 Are we giving the US treasury a hard time?
14:06 Fiscal policy leading against monetary policy
19:08 How to maintain discipline from a supercycle lens
25:01 Does economic optimism precede growth or despair?
29:22 Cyclical or structural: what’s the next downturn?
35:07 Do higher rates post recession risk?
38:51 Knowing the urgent between the important
42:08 Living in a more uncertain world
45:27 Conflicting interests affect investor confidence
48:16 Why we’re entering a commodity supercycle
53:05 Peter’s outlook on the US dollar
57:08 US market and Eurozone: Relative value
59:57 Analyzing the FTSE 100 and Nikkei
01:02:54 Postmodern era: Biggest risk and opportunity

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