Podcast 08.08.2024

Tikehau Market Insights - August 2024

Thomas Friedberger

Thomas Friedberger

Deputy CEO & Co-CIO of Tikehau Capital

Tikehau Banner

Thomas Friedberger, Deputy CEO and Co-CIO of Tikehau Capital, discusses the news affecting markets today. This episode covers high market valuations in credit and equities, delayed rate cuts, AI’s profitability, softer earnings, a slowing US economy, and upcoming economic indicators.