View from the Peak
Top Stories
The View
Expert Series
Friends of the Peak

Goldman's Peter Oppenheimer - Bear Necessities [podcast]

Ken_Dyks

Peter Oppenheimer, chief global equity strategist for Goldman Sachs Research, discusses why identifying the peak may be less important than recognizing a bear market once it starts, and what history can tell us about the types and tenures of these declines.

https://itunes.apple.com/gb/podcast/exchanges-at-goldman-sachs/id948913991?mt=2&i=1000394196260

​

Insightful 25 minute podcast, in which Oppenheimer is asked to elaborate on his 'Bear Necessities' piece. HE tells investors what to look out for, and what the possible trigger for the next bear market could be.

Comments (1)
Stephen_Clapham
Stephen_Clapham

Peter Oppenheimer is an excellent equity analyst and from next year, Goldman's clients will likely spend $5,000 for an hour of his time. This podcast is free and it really is excellent value - Peter has classified bear markets into three types and it's an excellent exposition. This week's AAII Bull-bear sentiment hit a new record, so this podcast will likely attract a wide audience.

The View

FEATURED
COMMUNITY

My Cryptocurrency Rant

Indulge me for a bit and allow me to slam cryptocurrencies. There is just too much time devoted to studying initial coin offerings and while the blockchain is game changing, most digital currencies serve no economic purpose. I’m no Luddite but just because something is digital, doesn’t make it legit

Paul Krake

by

Akex

Public opinion is swinging against tech monopolies (September 26)

The battle between technology monopolies and governments has only just begun. This is not designed to stifle innovation, but to make sure that the interests of citizens and the profit motive of these companies are aligned.

Ken_Dyks

by

RDAM

From the brilliant Byron Wien - China’s Critical Role in Technology and Geopolitics

Blackstone is pleased to offer the following Market Commentary by Byron Wien which shares his thinking on global economic developments, market insights and other factors that may influence investment opportunities and strategies

Paul Krake

by

Stephen_Clapham

A quick thought on UK politics. No reason to own the pound.

My structural bearishness towards the pound has been problematic in 2017 due to: 1) Weakness in the USD, 2) a more hawkish Bank of England and 3) a more conciliatory tone by Theresa May towards Brexit negotiations. Boris Johnson's ambitions are about to change all this.

Paul Krake

by

RDAM

Presentation from GM: Changing the World with AV

A brilliant, 81 page presentation by GM on the future of autonomous vehicles

Paul Krake

by

VFTP

Clean Disruption: Energy & Transportation

Very insightful presentation by Tony Seba. By 2030 95% of all passenger-miles are going to be driven by Autonomous Electronic Vehicles.

Ken_Dyks

by

Ken_Dyks

Page three - Indian equities (September 27)

India’s stock market, measured by the Nifty 50, has been this year’s best performing regional index in USD-terms, up almost 28%, on higher inflows into emerging markets, the appeal of India’s long-term investment story, and optimism about Prime Minister’s Modi reform program.

Ken_Dyks

by

Ken_Dyks

Slack valued at $5bn after SoftBank joins fundraising

Workplace messaging app Slack has been valued at $5.1bn in its latest fundraising, which drew $250m from investors as the weight of cash in private markets continues to push up the valuations of the fastest-growing tech companies.

Ken_Dyks

by

cponderbudd

Public opinion is swinging against tech monopolies

The battle between technology monopolies and governments has only just begun. This is not designed to stifle innovation, but to make sure that the interests of citizens and the profit motive of these companies are aligned.

Ken_Dyks

by

RDAM

Flagship synopsis - The battle between math and story

This week's piece is a look at the math (the facts) and the story (the narrative) behind the Euro’s strength and the USD weakness.

Ken_Dyks

by

VFTP