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.

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Tikehau Capital. Innehållet i podden är skapat av Tikehau Capital och inte av, eller tillsammans med, Poddtoppen.