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 | 22 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Dans cet épisode, Thomas aborde les valorisations sur les marchés actions et crédit, évoque les dépenses d'investissement liés à l’IA et aux data centers, analyse les effets des droits de douane et des politiques migratoires du Président Trump, et me... more
In this episode, Thomas discusses valuations in both equity and credit markets, mentions AI and data centres driven CapEx, analyses the effects of Trump’s tariffs and immigration policies, and highlights the role of private equity in financing the re... more
Dans cet épisode, Thomas évoque notamment les facteurs expliquant la valorisation record du S&P 500 et l’écart par rapport aux marchés mondiaux, ainsi que la domination du secteur technologique américain dans la capitalisation boursière des États-Uni... more
In this episode, Thomas notably discusses the drivers behind the S&P 500's record-high valuation and premium to global markets as well as U.S. tech sector's dominance in its market cap.
He also gives an update on the MAG 7 and Trade War.
Hosted on ... more
In this episode, Thomas notably discusses global defence budgets, Google's acquisition of Wiz (cyber startup), the US administration and the cost of public debt.
He also introduces a quiz:
* In 2024, 94% of new installed electricity production c... more
Dans cet épisode, Thomas évoque notamment les budgets mondiaux en matière de défense et l'acquisition de Wiz (startup dans la cybersécurité) par Google.
Il revient également sur l’administration américaine et le coût de la dette publique.
Un quiz e... more
Dans cet épisode, Thomas évoque notamment la dette et les obligations d'entreprises américaines, le nombre élevé de faillites d'entreprises US en 2024, ainsi que les tarifs imposés par les Etats-Unis sur les importations. Il fait également un point s... more
In this episode, Thomas discusses US debt, corporate bonds, the high number of bankruptcies among US companies in 2024 and US tariffs on imports. He also provides an update on data centres, the performance and market capitalisation of the Magnificent... more
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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?
Focusing on critical issues affecting global financial markets, insights are provided on evolving trends in economic indicators, corporate behaviors, and market corrections. There is a strong emphasis on economic statistics, such as the performance of U.S. Treasury bonds and the implications of corporate bankruptcies, revealing significant market dynamics. Guest discussions frequently touch on topics such as the valuation of major tech companies, investment strategies concerning data centers, and the impact of geopolitical events on economic growth. The content features a unique blend of expert analysis that aims to surmise economic trajectories while addressing broader societal implications, making it a valuable resource for finance profes... more
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How many episodes of Tikehau Market Insights are there?
Tikehau Market Insights launched 2 years ago and published 22 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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