Join 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. Deeply rooted in the real economy, Tikehau Capital provides tailor-made and innovative alternative financing solutions to the companies it supports and strives to create long-term value for its investors while generating a positive impact on society.
Hosted on Acast. See acast.com/privacy for more information.
Join 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. Deeply rooted in the real economy, Tikehau Capital provides tailor-made and innovative alternative financing solutions to the companies it supports and strives to create long-term value for its investors while generating a positive impact on society.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
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 well as key trends in US debt, private markets, and cryptocurrencies.
Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice.
Hosted on Acast. See acast.com/privacy for more information.
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 met en avant le rôle du capital-investissement dans le financement de l’économie réelle.
Les informations relatives aux instruments financiers et à leurs émetteurs ne constituent ni une recommandation d'investissement ni un conseil en investissement.
Hosted on Acast. See acast.com/privacy for more information.
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 real economy.
Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice.
Hosted on Acast. See acast.com/privacy for more information.
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-Unis.
Il fait également le point sur les 7 Magnifiques (Mag 7) et la guerre commerciale.
Hosted on Acast. See acast.com/privacy for more information.
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 Acast. See acast.com/privacy for more information.
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 est également proposé :
1. En 2024, un pays a vu 94 % de sa nouvelle base installée de capacité de production électrique se focaliser sur l’éolien, le solaire et les batteries. De quel pays s’agit-il ?
2. Quel secteur a surperformé les entreprises technologiques américaines du groupe des « Sept Magnifiques » entre janvier 2022 et janvier 2024, soit avant la correction ?
Écoutez l’épisode pour découvrir les réponses !
Les informations relatives aux instruments financiers et à leurs émetteurs ne constituent ni une recommandation d'investissement ni un conseil en investissement.
Hosted on Acast. See acast.com/privacy for more information.
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:
Listen to the episode to find out the answers!
Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice.
Hosted on Acast. See acast.com/privacy for more information.
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 sur les centres de données, la performance et la capitalisation boursière des Sept Magnifiques, ainsi que la consommation de charbon.
Les informations relatives aux instruments financiers et à leurs émetteurs ne constituent ni une recommandation d'investissement ni un conseil en investissement.
Hosted on Acast. See acast.com/privacy for more information.
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 Seven and the consumption of coal.
Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Thomas Friedberger, Directeur Général Adjoint et co-CIO de Tikehau Capital, revient sur l'actualité qui touche les marchés aujourd'hui : technologie, dette immobilière et climat.
Hosted on Acast. See acast.com/privacy for more information.
Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, talks about the news affecting markets today - tech, real estate debt, and the climate.
Hosted on Acast. See acast.com/privacy for more information.
Thomas Friedberger, Directeur Général Adjoint et co-CIO de Tikehau Capital, revient sur les dernières nouvelles qui affectent les marchés aujourd'hui. Dans cet épisode, Thomas se concentre sur l'économie chinoise, la croissance économique par rapport aux gains en capital, l'impact possible des droits de douane américains sur les importations chinoises, les budgets de recherche pour l'IA et l'importance des centres de données.
Hosted on Acast. See acast.com/privacy for more information.
Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, talks about the latest news affecting markets today. In this episode Thomas focuses on the Chinese economy, economic growth vs capital gains, the possible impact of US tariffs on Chinese imports, research budgets for AI and importance of data centres.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
Hosted on Acast. See acast.com/privacy for more information.
