Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues

Looking Long Term Inside the Post Modern Economic Cycle for Investing Clues

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 Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How to Really Get Better With Our Money

How to Really Get Better With Our Money

From Philly Phinancial Literacy Week, founder Nisiar Smith takes us inside the movement he helped create to extend financial education into the underserved communities of Philadelphia. Plus, Marc Russ...

21 Okt 202432min

How to Have the Most Challenging Financial Conversations in Our Lives

How to Have the Most Challenging Financial Conversations in Our Lives

We don't like talking about money - especially among family. But family finances are the most important finances in our lives, so breaking through those barriers can unlock a lot of opportunity and pr...

14 Okt 202433min

The Brain Behind the Biggest Breaking News Stories of Our Generation

The Brain Behind the Biggest Breaking News Stories of Our Generation

David Faber, co-host of CNBC's Squawk on the Street, and the creator of The Faber Report, takes us through how he has broken some of the biggest business stories of the last thirty years, how the natu...

7 Okt 202432min

Inside the Front Lines of a Modern Day Whiskey Rebellion

Inside the Front Lines of a Modern Day Whiskey Rebellion

From the Food & Wine Classic in Charleston, S.C., new whiskey distillers like Company Distilling are battling for shelf space and brand recognition against the giants like Jim Beam and Jack Daniels. N...

30 Sep 202426min

The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Fed's Big Recalibration, and the Most Important Macro Trends in the Economy Today

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in th...

23 Sep 202428min

Rebuilding the 'American Dream' Through Real Estate

Rebuilding the 'American Dream' Through Real Estate

Americans from every generation still believe that owning their home is one the greatest investments they will make and a key component of realizing their own version of the 'American Dream'. But risi...

16 Sep 202429min

Secrets Every Investor Should Know with Downtown Josh Brown

Secrets Every Investor Should Know with Downtown Josh Brown

Josh Brown rejoins The Express to talk about his latest book, "You Weren't Supposed to See That: Secrets Every Investor Should Know", and explains why the relentless bid in the stock market is everlas...

9 Sep 202442min

Investopedia Celebrates 25 Years, and The Investor Post-Summer Playbook

Investopedia Celebrates 25 Years, and The Investor Post-Summer Playbook

Investopedia is celebrating its 25th Anniversary, and we are joining the party with the most important innovations, financial events and terms of the past quarter century. Plus, Jay Woods, the Chief G...

3 Sep 202435min

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