In this episode Nannette Hechler-Fayd’Herbe, Chief Investment Officer at Swiss bank Lombard Odier, joins us for a wide-ranging conversation on Europe, the impact of US tariffs, and why central banks may no longer be steering the ship.
Nannette also shares her views on Bitcoin and gold. She further lays out how geopolitical tensions are shaping asset allocation decisions for long-term investors.
After 24 years at Credit Suisse and now leading investment strategy across EMEA, Nannette brings clarity to some of today’s most complex economic themes. Prepare for a smart discussion on what really matters for investors right now.
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---- 🗒️ Time Stamps
00:00 Introduction, Swiss Tariff Pulse Check
03:22 Inflation Outlook for Switzerland & EU
05:08 Conditions for Currency Interventions
07:48 Swiss Stock Market SIX Performance
10:53 Time to Sell Nvidia (NVDA) Exposure?
12:57 Germany's DAX Stock Index Analyses
16:06 Central Bank Influence is Exaggerated
19:19 Outlook for EURUSD and Key FX Plays
23:33 Finding the Right Price for Geopolitics
26:40 Gold Price Forecast, Technical Levels
29:59 Crypto Volatility, Bitcoin's Price (BTC)
36:44 Recession or No Recession in the US?
40:39 Insights from a Global Finance Career
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By hekayaproductions
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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets
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