Tikehau Market Insights
Join Tikehau Capital’s Deputy CEO and Co-CIO, Thomas Friedberger, as he shares our angle on the news shaping the market today. Tikehau Capital is a global alternative asset management group with a broad range of expertise across four asset classes (private debt, real assets, private equity, capital markets strategies) as well as strategies focused on multi-asset solutions and special situations. Deeply rooted in the real economy, Tikehau Capital provides tailor-made and innovative alternative financing solutions to the companies it supports and strives to create long-term value for its investors while generating a positive impact on society. Hosted on Acast. See acast.com/privacy for more information.
Latest episodes
Jun 13, 2024 • 10min
Tikehau Market Insights: Juin 2024 (Français)
Thomas Friedberger, Directeur Général Adjoint et co-CIO de Tikehau Capital, revient sur les dernières nouvelles qui affectent les marchés aujourd'hui. Dans cet épisode, Thomas se concentre sur l'économie chinoise, la croissance économique par rapport aux gains en capital, l'impact possible des droits de douane américains sur les importations chinoises, les budgets de recherche pour l'IA et l'importance des centres de données.tikehaucapital.com4kicksproduction.com Hosted on Acast. See acast.com/privacy for more information.
Jun 13, 2024 • 8min
Tikehau Market Insights: June 2024 (English)
Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, talks about the latest news affecting markets today. In this episode Thomas focuses on the Chinese economy, economic growth vs capital gains, the possible impact of US tariffs on Chinese imports, research budgets for AI and importance of data centres.tikehaucapital.com4kicksproduction.com Hosted on Acast. See acast.com/privacy for more information.
May 14, 2024 • 5min
Tikehau Market Insights: May 2024 (English)
Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, discusses the latest news affecting markets today. In this episode, he addresses India's upcoming election, new energy efficiency regulation in the EU and energy installation in China. Hosted on Acast. See acast.com/privacy for more information.
May 14, 2024 • 6min
Tikehau Market Insights: Mai 2024 (Français)
Thomas Friedberger, Directeur Général Adjoint et co-CIO de Tikehau Capital, revient sur les dernières actualités qui affectent les marchés aujourd'hui. Dans cet épisode, il aborde les prochaines élections en Inde, la nouvelle réglementation sur l'efficacité énergétique dans l'UE et les installations énergétiques en Chine. Hosted on Acast. See acast.com/privacy for more information.
Feb 29, 2024 • 9min
Tikehau Market Insights: February 2024 (English)
Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, addresses Nvidia's market capitalization and the rest of the "Magnificent Seven".tikehaucapital.com4kicksproduction.com Hosted on Acast. See acast.com/privacy for more information.
Feb 29, 2024 • 10min
Tikehau Market Insights: Février 2024 (Français)
Thomas Friedberger, Directeur Général Adjoint et co-CIO de Tikehau Capital, revient sur la capitalisation boursière de Nvidia et le reste des "Magnificent Seven".tikehaucapital.com4kicksproduction.com Hosted on Acast. See acast.com/privacy for more information.
Jan 16, 2024 • 7min
Tikehau Market Insights: Janvier 2024 (Français)
Bienvenue dans notre premier épisode de 2024. Rejoignez Thomas Friedberger, Directeur général adjoint et Co-CIO de Tikehau Capital, pour discuter de certaines des actualités qui façonneront les marchés au cours de l'année à venir. Hosted on Acast. See acast.com/privacy for more information.
Jan 16, 2024 • 7min
Tikehau Market Insights: January 2024 (English)
Welcome to our first episode of 2024. Join Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, as he discusses some of the stories that will shape markets in the year ahead. Hosted on Acast. See acast.com/privacy for more information.
