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.
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00:00 Introduction, US Policy Uncertainty
03:06 Next Cycle Coming for the US Dollar
05:27 Analysis: $55 Billion Electronic Arts
09:20 A Closer Look at Next Market Shock
12:41 BlueFive Capital Plan for the Future
15:56 Sector of Major Investment Interest
19:53 Cross-Border Allocation Challenges
23:33 How to Factor in US-China Tensions
29:01 Dynamics of Private Equity Industry
35:26 Abu Dhabi vs Riyadh vs Dubai Setup
40:05 Tunisia is a Country of 11M Hustlers
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By hekayaproductions
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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financepodcast #investing #privateequity