​​In this episode, Thomas notably discusses global defence budgets, Google's acquisition of Wiz (cyber startup), the US administration and the cost of public debt.

He also introduces a quiz:

1. In 2024, 94% of new installed electricity production capacity in one country was focused on wind, solar and battery storage. Which country was it?
2. ​Which sector outperformed the 'Magnificent Seven' tech companies between January 2022 to January 2024, i.e. before the correction?

​Listen to the episode to find out the answers!

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