Tikehau Market Insights : Octobre 2025 (Français)

Dans cet épisode, Thomas aborde l’impact des droits de douane sur les exportations chinoises, le LBO d’Electronic Arts, l’ascension spectaculaire de la capitalisation boursière de Nvidia, le niveau massif des Capex dans l’intelligence artificielle et son impact sur la consommation énergétique mondiale, ainsi que les tendances majeures de la dette américaine, des marchés privés et des cryptomonnaies. Hosted on Acast. See acast.com/privacy for more information.

What this episode covers

Dans cet épisode, Thomas aborde l’impact des droits de douane sur les exportations chinoises, le LBO d’Electronic Arts, l’ascension spectaculaire de la capitalisation boursière de Nvidia, le niveau massif des Capex dans l’intelligence artificielle et son impact sur la consommation énergétique mondiale, ainsi que les tendances majeures de la dette américaine, des marchés privés et des cryptomonnaies. Hosted on Acast. See acast.com/privacy for more information.

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This episode is 11 minutes long.

When was this Tikehau Market Insights episode published?

This episode was published on October 22, 2025.

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