Tikehau Market Insights
Tikehau CapitalJoin Tikehau Capital’s Deputy CEO and Co-CIO, Thomas Friedberger, as he shares our angle on the news shaping the market today.
Tikehau Capital is a global alternative asset management group with a broad range of expertise across four asset classes (private debt, real assets, private equity, capital markets strategies) as well as strategies focused on multi-asset solutions and special situations. ... more
| Publishes | Daily | Episodes | 26 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
Dans cet épisode, Thomas revient sur l’excédent commercial record de 1 000 milliards de dollars de la Chine, la bataille stratégique autour des terres rares, la hausse des réserves d’or détenues par les banques centrales et la domination des "Magnifi... more
In this episode, Thomas discusses China’s record $1 trillion trade surplus, the strategic battle over rare earth minerals, central banks’ rising shift to holding gold and the dominance of the Magnificent Seven. He also breaks down AI‑driven CapEx spe... more
In this episode, Thomas discusses the impact of US tariffs on Chinese exports, the record-breaking LBO of Electronic Arts, Nvidia’s extraordinary rise in market capitalisation, the massive AI Capex and its impact on the global energy consumption, as ... more
Dans cet épisode, Thomas aborde l’impact des droits de douane sur les exportations chinoises, le LBO d’Electronic Arts, l’ascension spectaculaire de la capitalisation boursière de Nvidia, le niveau massif des Capex dans l’intelligence artificielle et... more
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Apple Podcasts | #241 |  France/Business/Investing |
Apple Podcasts | #65 |  South Korea/Business/Investing |
Apple Podcasts | #68 |  Japan/Business/Investing |
Apple Podcasts | #233 | South Korea/Business |
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Frequently Asked Questions About Tikehau Market Insights
What is Tikehau Market Insights about and what kind of topics does it cover?
Focused on financial trends, the content highlights current market dynamics, investment strategies, and insights into private equity, artificial intelligence, and international trade. Various episodes cover economic events such as shifts in US and global stock markets, the rise of AI investments, and significant corporate activities, such as mergers and acquisitions. Unique aspects include discussions on the implications of military spending and renewable energy investments, showcasing a perspective that intertwines market analysis with broader economic and societal impacts. The engaging narrative aims to inform both professionals and enthusiasts interested in finance, economics, and sustainable growth strategies.
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How many listeners does Tikehau Market Insights get?
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What are the audience demographics for Tikehau Market Insights?
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How many subscribers and views does Tikehau Market Insights have?
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Which podcasts are similar to Tikehau Market Insights?
These podcasts share a similar audience with Tikehau Market Insights:
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2. Les grands dossiers de l'Histoire par Franck Ferrand
3. Face à Face
4. L'œil de Philippe Caverivière
5. Private Debt Investor Podcast
How many episodes of Tikehau Market Insights are there?
Tikehau Market Insights launched 2 years ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Tikehau Market Insights?
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