All Episodes

Displaying 1 - 20 of 25 in total

#1

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
#19

Market ”Experts” Are Always Wrong | Aswath Damodaran

The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection. Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business.---- 📌 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, AI Shift in New World02:27 Fed “Wizard of Oz” and Powerless05:05 Market Valuations, Better Earnings09:32 The Problem with Firms like NVIDIA11:56 How to Factor in Geopolitical Risks 16:25 Options Beyond the U.S. Treasuries 18:31 Damodaran’s View on China Stocks 23:17 New Opportunity Set in UAE, Saudi27:24 Key Country Risk Growth Dynamics30:13 Companies Are Getting THIS Wrong 34:02 Cultures in (GE), Microsoft and Intel40:07 Starbucks Still...Looking for Reboot42:42 Bitcoin (BTC) is NOT an Investment 45:15 The Biggest Worry for Microstrategy48:45 Best Advice for All Investors Today52:25 Regret Over Missing Out (i.e ROMO)---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets
#14

Europe-USA Trade Deal | Nannette Hechler-Fayd'herbe

In this episode Nannette Hechler-Fayd’Herbe, Chief Investment Officer at Swiss bank Lombard Odier, joins us for a wide-ranging conversation on Europe, the impact of US tariffs, and why central banks may no longer be steering the ship. Nannette also shares her views on Bitcoin and gold. She further lays out how geopolitical tensions are shaping asset allocation decisions for long-term investors.After 24 years at Credit Suisse and now leading investment strategy across EMEA, Nannette brings clarity to some of today’s most complex economic themes. Prepare for a smart discussion on what really matters for investors right now.---- 📌 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, Swiss Tariff Pulse Check03:22 Inflation Outlook for Switzerland & EU 05:08 Conditions for Currency Interventions07:48 Swiss Stock Market SIX Performance10:53 Time to Sell Nvidia (NVDA) Exposure?12:57 Germany's DAX Stock Index Analyses16:06 Central Bank Influence is Exaggerated19:19 Outlook for EURUSD and Key FX Plays23:33 Finding the Right Price for Geopolitics26:40 Gold Price Forecast, Technical Levels29:59 Crypto Volatility, Bitcoin's Price (BTC)36:44 Recession or No Recession in the US? 40:39 Insights from a Global Finance Career---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets
#13

President Trump’s Fed Revolution Begins | Jim Bianco

In this fireside chat we welcome Jim Bianco, President of Bianco Research, to dissect the latest multi-trillion-dollar tax-and-spending package and the future of Federal Reserve. Jim unpacks why interest rates may hold steady and goes into a passionate argument about how democratized finance is rewiring markets. He also reveals his "4-5-6" portfolio playbook which will guide you through today’s landscape. A few big calls on crypto as well! Since 1990 Jim Bianco’s commentaries have offered a unique perspective on the global economy and financial markets. Jim has built a decades-long reputation for objective Wall Street research that challenges consensus thinking.---- 📌 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, OBB Bill, Tax Cuts Remain02:23 Stocks at All-Time Highs, Crisis Ahead04:52 Reconfiguring the Global Trade System08:16 Jerome Powell in a “No-Win Situation”12:00 Who Will be the New Chair of the Fed?15:58 Markets Clearly Rejecting Fed Policy18:07 Investor's Resilience to Wars, “FOMO”22:13 Supplementary Leverage Ratio (SLR)25:42 Pennsylvania Plan, New World Order27:18 S&P500 Best Performing Stocks 202531:16 4-5-6 Playbook, Great Investing Ideas34:41 Finding the Best Bond Market Trades38:05 GENIUS Act Big Step Back for Crypto41:03 Buy Ethereum (ETH), Crypto Strategy---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets
#12

Gold, Oil, War: An Insider’s Guide to Investing Success

Investors are misreading risks in the Middle East. In this fireside chat with Mohammed Ali Yasin, CEO of Ghaf Benefits, we talk about what it really takes to build long-term wealth in uncertain times.   As tensions surge between Israel and Iran, Mohammed offers perspective shaped by three decades of navigating regional markets. He explains what’s being priced in and why patience might be the ultimate edge right now.    M.A. Yasin has held several high-profile leadership positions during his career, including serving as CEO of FAB Securities. He is based in Abu Dhabi.   ---- 📌 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, First War Reactions 03:41 Higher Inflation, Fed Very Limited 07:30 Precious Metals, Bonds and Cash 10:17 Oil Price Volatility, Recession Call 13:00 Strait of Hormuz Not as Important 16:05 Efforts to Break Oil Dependence 19:28 Psychology of Regional Investors 23:56 Case for Saudi Stocks vs S&P500 28:33 Ghaf Benefits Pension Advantage 33:36 Biggest Myths Retirement Saving 36:41 Toughest Moments in Investment 39:35 Buy or Sell Dubai Property Today 42:51 Inspirations from Warren Buffet ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets
#11

Global Banks Just Changed Forever | Bob Diamond Interview

In this exclusive episode, finance veteran Bob Diamond joins us to explore the biggest questions on everyone’s mind. We discuss the U.S. debt situation as well as the latest from the trade war. There's a profound conviction in a better tomorrow. He also has strong opinions on how regulators should approach crypto and go behind-the-scenes to the 2008 crash for perspective.     Bob Diamond is the CEO of Atlas Merchant Capital, based in New York. Until 2012, he was the Chief Executive Officer of Barclays. He has held senior roles at CS First Boston and Morgan Stanley.   ---- 📌 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, Elon Musk, Optimism 02:51 US Debt Situation, Confusing Signals 05:17 Opinion on Government Legislation 08:52 Damage Being Done to Brand USA 11:25 Latest US-China Tariff War Tension 14:52 Will the US Dollar Crash or Stabilize? 17:28 Expectations for Fed Interest Rates 20:30 Role of Alternatives: Gold & Crypto 24:32 Future of Private Equity, Challenges 27:57 US Regional Banks Opportunities 30:00 Outlook for Saudi, UAE and Qatar 33:10 US Ways vs Europe Biblical Justice 36:20 Top Financial Center: NYC, London 41:44 Big 2007 and 2008 Crisis Moments 44:44 Right to Let Lehman Brothers Fail? 50:48 Inspiration from 1st Boss: Bill Cook ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #privateequity #economics #investor
#9

Can Beirut’s New Reform Agenda Save the Pound? | Nasser Saidi

In this episode you hear from Chief Economist Nasser Saidi about Lebanon’s crisis and the steps needed to fix it. He shows how overhauling banks as well as creating a national wealth fund can rebuild public trust. The country actually has a real chance to recover. Nasser Saidi is the Founder and President of Nasser Saidi & Associates. Former roles include Executive Director of Hawkamah, The Institute for Corporate Governance as well as the Minister of Economy and Trade between 1998-2000. He was also the first Vice-Governor of the Central Bank of Lebanon (BDL) for two successive mandates. ---- 📌 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, Top-Line on Lebanon’s Reform02:53 Long Road to Rescue a Quasi-Failed State 07:23 What Happens to Money Stuck in Banks?10:36 Inspiration from Sovereign Wealth Funds 13:24 A Renaissance in Relations with the Gulf16:15 Flexible Exchange Rate Absorbs Pressure18:02 Early Warning at Central Bank of Lebanon21:14 Saudi Arabia’s Economic Situation in 202525:14 Shift to Deeper Trade Dynamics with Asia29:36 Impact of Trade Tariffs on Wider Mideast32:17 Currencies Due for a “Strategic Review”36:28 Real Playbook for the New Trump World41:22 Personal Reflections, How Interest Began---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #lebanon #economics #tariffs
#8

”Credit Ratings Broken”, Warns Fmr. S&P Ratings Moritz Kraemer

The global credit ratings system is rapidly losing credibility in the eyes of LBBW Chief Economist Moritz Kraemer, who is now sounding the alarm. In this exclusive conversation, Moritz warns of major economic risks brewing beneath the surface, highlighting runaway U.S. debt and volatile American policy decisions that will destabilize markets.   Germany in the meantime is being held back by outdated investments as well as demographic shifts. Moritz stresses the urgency for Germany to innovate and reform before lasting damage is done. The country is at critical crossroads, but the potential upside is still there long-term.   Moritz Kraemer is Chief Economist and Head of Research at LBBW Bank. He is also a Senior Fellow at the Centre for Sustainable Finance at SOAS, University of London. Until 2018 he was at S&P Global as the Sovereign Ratings Group Global Chief Ratings Officer, overseeing the analysis on the creditworthiness of over 130 governments worldwide.    ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Warm Welcome to the Show, Pulse Check 02:20 German Competitiveness in the New World 05:25 "Schuldenbremse" Debt Brake Reforms? 07:40 Potential Tariff Deals between the EU & US 09:35 Use of EU “Digital Tax” as “Nuclear Option” 13:02 Fact Check: Are We Already in a Recession? 17:04 Reality Check on De-Dollarization, CHF, CAD 19:10 Euro Strength, Outlook for ECB Rate Cuts 22:10 Fed Choice: Save US Economy or US Dollar? 23:59 Wow: Big Ratings Agencies Still Very Slow 26:15 US Deserves to be Downgraded Right Now 28:37 Rational Expectations Theory NOT Rational 31:36 Guiding Principles: Stay True to Yourself 33:15 Sizable Short Position on the Stock Market 35:17 Gold "Overbought"! Market Not Big Enough 38:47 Morning Focus w/ No Breakfast, Only Coffee ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #tariffs
#7

Market Chaos Unpacked: Maurice Gravier’s Urgent Advice

The global financial system is at a tipping point. In this discussion with Maurice Gravier, Chief Investment Officer at Emirates NBD, we dive into the fallout from the escalating US-China trade tensions on a new world of tariffs. He reveals why he's convinced there is only one precious metal that still has room to run. Plus, how investors can weather the stressful market turbulence. Get exclusive access to practical strategies to navigate 2025.Maurice Gravier provides Emirates NBD clients with comprehensive financial advisory as well as guidance on investment strategies. Gravier has over 20 years of experience running large pools of assets for sophisticated international investors. He held senior positions in Natixis as well as Lombard Odier before joining ENBD in 2018.---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching!---- 🗒️ Time Stamps 00:00 Logic vs Reality in Understanding US-China Trade War03:58 Is There a US Dollar Range That Works for the World?05:40 Foreigners No Longer Trust US Economic Leadership 08:55 Intervention Options from (Cautious) Federal Reserve11:32 Overnight: Business Forced to Reinvent Their Models14:36 Who is Behind Big Moves in US Government Bonds?17:08 Action Plan for Financial Success During Uncertainty22:30 Opportunities in Gulf Markets as Oil Gets Pressured25:42 Understanding Investor Appetite for Dubai Property31:41 Goldman Sachs Gold Price Target, Buy Even More? 34:29 Should I Rent a Gold Safe in Switzerland or Go ETFs?38:46 Bitcoin is the NASDAQ on Steroids. That's a Shame. 41:10 Tips for Anybody Considering a Move to Dubai (DXB)44:00 Personal Investment Strategy Still Missing a Home! 47:02 Critical Advice for Young Investors Starting Out Now ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #personalfinance #tradewar
#6

Will Trump’s Tariff War Force the Fed to Act? | Ben Emons

In this episode we're joined by Ben Emons, Founder of FedWatch, for a conversation on the surprising return of tariffs and their impact. Ben speaks to some of the controversial moves by the Federal Reserve with sharp analysis that you won't hear anywhere else! He sees gold going up even further and shares a couple of overlooked opportunities emerging amidst market uncertainty.Ben Emons is an Investment Advisor of Cetera. He founded FedWatch Advisors, a systematic trading strategy based on large language modelling of Fed speeches and communication. He previously served in portfolio management roles at PIMCO, Nuveen Investments and NewEdge Wealth. ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Links to our promotional partners are in the show notes. Thank you for watching!---- 🗒️ Time Stamps 00:00 End of the Global Trade Era as We Know It 02:24 Tariffs to Return US to a "Surplus Economy"04:14 Likelihood of a (Real) Recession in the US 05:36 Easier Ways to Refinance US Debt in 202508:08 Fed Language Evolution, Transitory Inflation 10:00 Stocks to Watch Amid Market Uncertainty11:51 Can Donald Trump Fire the Chair of the Fed? 15:40 Stephen Miran's Blueprint for Global Trading 17:55 Tariffs Without Congressional Approval19:45 Which Assets to Buy in a Volatile Market? 23:04 Reflecting on Personal Investment Style25:01 Five Percent of Wealth in Cryptocurrencies27:32 Boldest Call: Interest Rate Cuts in 2020 30:30 Toughest Parts After 30 Years in Finance 32:48 The Transformative 1987 Financial Crisis---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #federalreserve
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