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:

In 2024, 94% of new installed electricity production capacity in one country was focused on wind, solar and battery storage. Which country was it?
Which sector outperformed the 'Magnificent Seven' tech companies between January 2022 to January 2024, i.e. before the correction?

Listen to the episode to find out the answers!

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Tikehau Market Insights: May 2025 (English)