Tikehau Market Insights: October 2025 (English)

In this episode, Thomas discusses the impact of US tariffs on Chinese exports, the record-breaking LBO of Electronic Arts, Nvidia’s extraordinary rise in market capitalisation, the massive AI Capex and its impact on the global energy consumption, as well as key trends in US debt, private markets, and cryptocurrencies.Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice. Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

In this episode, Thomas discusses the impact of US tariffs on Chinese exports, the record-breaking LBO of Electronic Arts, Nvidia’s extraordinary rise in market capitalisation, the massive AI Capex and its impact on the global energy consumption, as well as key trends in US debt, private markets, and cryptocurrencies.Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice. Hosted on Acast. See acast.com/privacy for more information.

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How long is this episode of Tikehau Market Insights?

This episode is 9 minutes long.

When was this Tikehau Market Insights episode published?

This episode was published on October 22, 2025.

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