Think Macro, le podcast d'H2O AM
H2O Asset ManagementThink Macro, le podcast d'H2O Asset Management où nous allons au-delà de l'actualité pour explorer les forces qui façonnent l'économie mondiale. Chaque épisode propose une immersion dans les tendances macroéconomiques, les évolutions de long terme et les dynamiques stratégiques qui influencent les marchés. Hébergé par Ausha. Visitez ausha.co/fr/politique-de-confidentialite pour plus d'informations... more
| Publishes | Monthly | Episodes | 4 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  French | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
Dans cet épisode de Think Macro, Vincent Chailley, CIO Groupe d’H2O AM, décrypte une anomalie de marché frappante : alors que les banques centrales baissent leurs taux directeurs, les taux longs continuent de grimper. Ce mouvement traduit la hausse d... more
Dans cet épisode de Think Macro, Vincent Chailley, Group CIO de H2O AM, analyse la flambée mondiale des investissements dans l’intelligence artificielle et ses implications macroéconomiques. Alors que des trilliards affluent vers les centres de donné... more
L’Europe est plus solide depuis la crise de la dette : monnaie commune stabilisatrice, chômage bas et dette largement domestique. Pourtant, derrière cette façade rassurante, la croissance stagne : à peine au-dessus de 1 % par an. Une compétitivité en... more
Après des décennies d’exceptionnalisme économique américain, porté par la consommation, l'innovation et une domination financière, des fissures apparaissent dans ce modèle. Le retour de l’inflation limite la capacité de la Fed à assouplir suffisammen... more
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Apple Podcasts | #127 | France/Business/Investing |
Apple Podcasts | #234 |  Belgium/Business/Investing |
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Think Macro, le podcast d'H2O AM launched 4 months ago and published 4 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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