{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/658022fdd839640016d2f470/6825031315d5c17e058ce7b2?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Tikehau Market Insights: May 2025 (English)","description":"<p>​​In this episode, Thomas notably discusses global defence budgets, Google's acquisition of Wiz (cyber startup), the US administration<s>&nbsp;</s>and the cost of public debt.</p><p><br></p><p>He also introduces a quiz:</p><p><br></p><ol><li>In 2024, 94% of new installed electricity production capacity in one country was focused on wind, solar and battery storage. Which country was it?</li><li>​Which sector outperformed the 'Magnificent Seven' tech companies between January 2022 to January 2024, i.e. before the correction?</li></ol><p><br></p><p>​Listen to the episode to find out the answers!</p><p>&nbsp;</p><p><em>Information related to financial instruments and their issuers does not constitute any investment recommendation nor investment advice.</em></p>","author_name":"Tikehau Capital"}