In this week’s episode, Mary Spencer and Lia Licietis chat to Peter Oppenheimer, Chief Global Equity Strategist & Head of Macro Research Europe at Goldman Sachs’ Global Investment Research Group. We discuss his two books on equity market cycles and how they relate to the market dynamics we’re seeing today.

In light of International Women’s Day 2024, Jacob Shah also interviews Mary who explains what this year’s theme #inspiredinclusion means to her.