Tikehau Market Insights
Tikehau Capital
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.
Episodes
Mentioned books
Mar 5, 2025 • 7min
Tikehau Market Insights: Mars 2025 (Français)
Dans cet épisode, Thomas évoque notamment la dette et les obligations d'entreprises américaines, le nombre élevé de faillites d'entreprises US en 2024, ainsi que les tarifs imposés par les Etats-Unis sur les importations. Il fait également un point sur les centres de données, la performance et la capitalisation boursière des Sept Magnifiques, ainsi que la consommation de charbon.Les informations relatives aux instruments financiers et à leurs émetteurs ne constituent ni une recommandation d'investissement ni un conseil en investissement. Hosted on Acast. See acast.com/privacy for more information.
Mar 5, 2025 • 6min
Tikehau Market Insights: March 2025 (English)
In this episode, Thomas discusses US debt, corporate bonds, the high number of bankruptcies among US companies in 2024 and US tariffs on imports. He also provides an update on data centres, the performance and market capitalisation of the Magnificent Seven and the consumption of coal.Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice Hosted on Acast. See acast.com/privacy for more information.
Jan 7, 2025 • 10min
Tikehau Market Insights: January 2025 (English)
Thomas Friedberger, Deputy CEO and Co-CIO of Tikehau Capital shares our angle on the news shaping the markets today. In this episode, Thomas notably discusses US companies’ valuations, the comparison between US GDP and EU GDP, the M&A market, and the changing demographics of India and China. Hosted on Acast. See acast.com/privacy for more information.
Jan 7, 2025 • 10min
Tikehau Market Insights: January 2025 (French)
Thomas Friedberger, Directeur Général Adjoint et Co-CIO de Tikehau Capital, partage notre point de vue sur les actualités qui façonnent les marchés aujourd'hui. Dans cet épisode, Thomas discute notamment des valorisations des entreprises américaines, de la comparaison entre le PIB américain et celui de l'UE, du marché des Fusions & Acquisitions et de l'évolution démographique de l'Inde et de la Chine. Hosted on Acast. See acast.com/privacy for more information.
Aug 8, 2024 • 6min
Tikehau Market Insights: August 2024 (English)
Thomas Friedberger, Deputy CEO and Co-CIO of Tikehau Capital, discusses the news affecting markets today. This episode covers high market valuations in credit and equities, delayed rate cuts, AI’s profitability, softer earnings, a slowing US economy, and upcoming economic indicators. Hosted on Acast. See acast.com/privacy for more information.
Aug 8, 2024 • 6min
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.
Jul 16, 2024 • 7min
Tikehau Market Insights: Juillet 2024 (Français)
Thomas Friedberger, Directeur Général Adjoint et co-CIO de Tikehau Capital, revient sur l'actualité qui touche les marchés aujourd'hui : technologie, dette immobilière et climat.tikehaucapital.com4kicksproduction.com Hosted on Acast. See acast.com/privacy for more information.
Jul 16, 2024 • 6min
Tikehau Market Insights: July 2024 (English)
Thomas Friedberger, Deputy CEO and co-CIO of Tikehau Capital, talks about the news affecting markets today - tech, real estate debt, and the climate.tikehaucapital.com4kicksproduction.com Hosted on Acast. See acast.com/privacy for more information.
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.
