Tikehau Market Insights: Août 2024 (Français)

Thomas Friedberger, Deputy General Manager and Co-CIO of Tikehau Capital, shares insights on current market trends. He discusses high valuations in credit and equity markets, the postponement of interest rate cuts, and the impact of AI profitability. The conversation also highlights declining earnings, the slowing U.S. economy, and upcoming economic indicators. Additionally, they explore the evolving crypto landscape and the importance of solid financial strategies for the new generation.