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Episode TimeStamps:
02:07 – Introduction to Peter Oppenheimer
04:59 – What do financial cycles derive from?
07:19 – What drives the cycles?
09:31 – A desynchronisation in the cycles
12:15 – Are we entering an optimism phase?
14:39 – Interpreting the signals
17:38 – Does Peter see room for interest rates to rise?
21:59 – What drives the high corporate profits in GDP?
26:54 – Are companies losing their margins?
29:17 – The potential of AI
31:54 – Can high energy consumption ruin the development of AI?
35:48 – Where will the investment in AI come from?
40:00 – Going full cycle
41:37 – The engines of growth
43:43 – Did the central bank response stop markets from becoming volatile?
48:13 – The role of central banks
51:22 – Getting out of a period of high debt