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Nvidia’s Tax, the Bitcoin Ban and $30 Oil | Money Ideas

Nvidia’s Tax, the Bitcoin Ban and $30 Oil | Money Ideas

---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Berkshire's Bigger Big on Alphabet 02:43 Nvidia Strikes Back: "We Are Ahead" 03:05 Oil Prices: Is $30 Per Barrel Coming? 04:22 The Geopolitical Wildcards (Russia)04:52 Why OPEC Isn't Panicking on Prices05:43 Michael Saylor Stops Buying Bitcoin ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #marketanalysis #investing #stockmarkets
Germany’s ”Deepest Economic Hour” | Folker Hellmeyer
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Germany’s ”Deepest Economic Hour” | Folker Hellmeyer

Germany is facing one of its toughest economic moments in decades. We touch base with Netfonds AG chief economist Folker Hellmeyer for a clear look at what’s gone wrong and what might still be saved. Folker explains why the energy shock together with weak tech leadership have pushed Germany into its deepest downturn since 1949. He also discusses the future of companies such as Volkswagen as well as BASF. Global growth continues shifting toward the United States and the Global South. That has real implications for your investments. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Germany’s Crisis and What Sparked It02:20 Why German Automakers Lost Their Edge03:37 BMW, VW and the Path Back to Strength05:45 How the Global South Pulled Ahead Fast08:35 Europe’s Energy Strategy and Its Failures11:24 Germany’s Missed Window in Saudi / UAE 12:23 Europe’s Leadership and Policy Weakness14:00 China’s Rise Across Critical Technologies17:33 How Global Trade Rules Came Crashing 19:38 Why German Stocks Keep Surging Higher22:10 German Companies Folker Is Buying Now25:52 What the ECB Misread on Inflation Shifts29:37 Trillions in Capital Flows Going to the US34:48 Liquidity Risk and Market Stability Today35:52 Are US Stocks Overvalued or Still a Buy?40:12 Gold, Silver and His 2026 Price Outlooks45:42 When Germany Gets its Own SWF Fund?49:10 Final Lessons Plus a Look to the Future---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets
Shock Energy Report: The Pros Got It Wrong. | Money Ideas
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Shock Energy Report: The Pros Got It Wrong. | Money Ideas

A selection of incredible charts that shaped this week in business and finance. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, IEA Changes Course02:57 Trump Tariff Dividend: Fact Check05:21 Average UK House Price, Forecast---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #trumpnews #investing #ukproperty
"We Are More Fragile Than We Think" | Claudia Sahm
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"We Are More Fragile Than We Think" | Claudia Sahm

This week on "You're in Business", Claudia Sahm provides the clearest answers yet on the Fed's independence. She is the chief economist at New Century Advisors and former Fed Section Chief. The health of the economy in the face of tariff uncertainty is finally showing in the data. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Show Open, Gold Prices 03:03 Fed’s View on XAU Rally06:58 China Tariff, Rare Earths08:59 Trump-Xi Talks and Deal10:59 US Inflation Data Impact13:27 New Way to Capture CPI16:48 Analysis of US Economy19:43 Will We Get a Recession?22:06 Sahm Rule 2025 & 202626:18 Here’s the Fed’s Dilemma32:30 Number of Fed Rate Cuts36:58 Motivation of Economist42:44 Reflecting on Fed Career ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #tariffs #inflation #economics
The Private Equity War for Global Assets | Hazem Ben-Gacem
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The Private Equity War for Global Assets | Hazem Ben-Gacem

How are businesses navigating the dramatic tit-for-tat between the US and China? In this conversation, we take you through the global investment opportunity roadmap. Hazem Ben-Gacem is the CEO of BlueFive Capital. He formerly co-led Investcorp where he worked on deals including Tiffany and Gucci over three decades. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Policy Uncertainty 03:06 Next Cycle Coming for the US Dollar05:27 Analysis: $55 Billion Electronic Arts09:20 A Closer Look at Next Market Shock12:41 BlueFive Capital Plan for the Future15:56 Sector of Major Investment Interest19:53 Cross-Border Allocation Challenges23:33 How to Factor in US-China Tensions29:01 Dynamics of Private Equity Industry35:26 Abu Dhabi vs Riyadh vs Dubai Setup40:05 Tunisia is a Country of 11M Hustlers ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financepodcast #investing #privateequity