In this episode, Thomas notably discusses the drivers behind the S&P 500's record-high valuation and premium to global markets as well as U.S. tech sector's dominance in its market cap. He also gives an update on the MAG 7 and Trade War.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

In this episode, Thomas notably discusses the drivers behind the S&P 500's record-high valuation and premium to global markets as well as U.S. tech sector's dominance in its market cap. He also gives an update on the MAG 7 and Trade War. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Thomas notably discusses&nbsp;the&nbsp;drivers behind the S&amp;P 500's record-high valuation and premium to global markets&nbsp;as well as&nbsp;U.S. tech sector's dominance in its market cap. He also gives an&nbsp;update on the MAG 7 and Trade War. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

Tikehau Market Insights: July 2025 (English)

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.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

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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.

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 <a href="https://acast.com/privacy" rel="noopener noreferrer">acast.com/privacy</a> for more information.

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Tikehau Market Insights: July 2025 (English)

Tikehau Market Insights: July 2025 (English)