Francis Dufay

Francis Dufay, CEO of Jumia, shares insights on market dynamics and trading strategies. He discusses the earnings reports of Eli Lilly and Robinhood, highlighting impressive performances amid volatility. The conversation shifts to the Japanese yen's influence on tech stocks and the strategy of carry trades. Also examined are interest rate predictions and their implications for currency stability. Dufay emphasizes the importance of monitoring market trends, particularly with companies like Embraer and broader stock performance in focus.