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Tikehau Market Insights
Tikehau Capital
24 episodes
2 weeks ago

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.

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Investing
Business
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All content for Tikehau Market Insights is the property of Tikehau Capital and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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.

Show more...
Investing
Business
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Tikehau Market Insights : Octobre 2025 (Français)
Tikehau Market Insights
11 minutes 24 seconds
2 weeks ago
Tikehau Market Insights : Octobre 2025 (Français)
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 son impact sur la consommation énergétique mondiale, ainsi que les tendances majeures de la dette américaine, des marchés privés et des cryptomonnaies.

Hosted on Acast. See acast.com/privacy for more information.

Tikehau Market Insights

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.