It's definitely more European-focused. It is quite laser focused on Europe to quote, but I like it. There's a nice mix. He has Intel, Microsoft. You've got your healthcare, Rush, maybe a little bit more healthcare would be noise here. And maybe some REITs maybe. Inditex and Sanofi are a good company. But I think there might be a lot of headwinds around there at the moment as well. For me, it would be hard for Nestle and Rush with the tax situation,. Total energy is over-shared. Not even about total energies.
In today's episode, we will share several of the latest dividend hikes and walk through quite some earnings. There were many companies reporting their earnings, so this is a full-packed episode.
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