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 | 24 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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
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
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Apple Podcasts | #229 |  France/Business/Investing |
Apple Podcasts | #192 |  Netherlands/Business/Investing |
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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?
Insightful discussions cover a range of significant financial trends and market insights, particularly focusing on the evolving landscape of investment strategies. Key themes include the performance and metrics of major market indices such as the S&P 500, the implications of geopolitical events on trade, and the surge in technology investments, particularly in artificial intelligence and data centers. Episodes delve into various pivotal economic indicators, such as military spending, private equity operations, and the long-term implications of public debt, all framed within a context that seeks to provide listeners with practical investment knowledge and strategies. Unique perspectives are often offered, particularly through the lens of a l... more
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Which podcasts are similar to Tikehau Market Insights?
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How many episodes of Tikehau Market Insights are there?
Tikehau Market Insights launched 2 years ago and published 24 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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