Navigating the next super cycle
The economy moves in cycles, but can we see them coming?
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Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.
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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Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.
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