{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/6478a825654260001190a7cb/660c5926e8c90f00167f694b?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Navigating the next super cycle ","description":"<p>Today on the show, we’re taking the long view, the very long view. Our guest is</p><p>Peter Oppenheimer, the head of macro research in Europe for Goldman Sachs, and the author of <em>Any Happy Returns: Structural Changes and Super Cycles in Markets</em>. 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.&nbsp;</p><p><br></p><p>For a free 30-day trial to the Unhedged newsletter go to: <a href=\"https://www.ft.com/unhedgedoffer\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ft.com/unhedgedoffer</a></p><p><br></p><p>Follow Ethan Wu (<a href=\"https://twitter.com/ethanywu\" rel=\"noopener noreferrer\" target=\"_blank\">@ethanywu</a>) and Katie Martin (<a href=\"https://twitter.com/katie_martin_fx\" rel=\"noopener noreferrer\" target=\"_blank\">@katie_martin_fx</a>) on X. You can email Ethan at <a href=\"mailto:ethan.wu@ft.com\" rel=\"noopener noreferrer\" target=\"_blank\">ethan.wu@ft.com</a>.</p><p><br></p><p><a href=\"https://www.ft.com/content/1b8ae29a-2d70-4018-bc29-91eace5e2fa5\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Read a transcript of this episode on FT.com</strong></a></p>","author_name":"Financial Times & Pushkin Industries"}