Tikehau Market Insights: July 2025 (English)

In this episode, Thomas notably discusses the drivers behind the S&P 500's record-high valuation and premium to global markets as well as U.S. tech sector's dominance in its market cap.He also gives an update on the MAG 7 and Trade War. Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

In this episode, Thomas notably discusses the drivers behind the S&P 500's record-high valuation and premium to global markets as well as U.S. tech sector's dominance in its market cap.He also gives an update on the MAG 7 and Trade War. Hosted on Acast. See acast.com/privacy for more information.

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Frequently Asked Questions

How long is this episode of Tikehau Market Insights?

This episode is 4 minutes long.

When was this Tikehau Market Insights episode published?

This episode was published on July 29, 2025.

What is this episode about?

In this episode, Thomas notably discusses the drivers behind the S&P 500's record-high valuation and premium to global markets as well as U.S. tech sector's dominance in its market cap.He also gives an update on the MAG 7 and Trade War. Hosted on...

Can I download this Tikehau Market Insights episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

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