I believe that those countries where those companies earn their money will generally do better than US from now compared to where they are today. So it does matter but it doesn't matter on the day to day basis when you're watching CNBC or any other thing this matters for me on a 10 year basis like can America have a larger GDP in 10 years from now? I believe so and I also believe that for the Netherlands I even believe that for France that they can have that.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!