Germany is facing one of its toughest economic moments in decades. We touch base with Netfonds AG chief economist Folker Hellmeyer for a clear look at what’s gone wrong and what might still be saved.
Folker explains why the energy shock together with weak tech leadership have pushed Germany into its deepest downturn since 1949. He also discusses the future of companies such as Volkswagen as well as BASF. Global growth continues shifting toward the United States and the Global South. That has real implications for your investments.
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---- 🗒️ Time Stamps
00:00 Germany’s Crisis and What Sparked It
02:20 Why German Automakers Lost Their Edge
03:37 BMW, VW and the Path Back to Strength
05:45 How the Global South Pulled Ahead Fast
08:35 Europe’s Energy Strategy and Its Failures
11:24 Germany’s Missed Window in Saudi / UAE
12:23 Europe’s Leadership and Policy Weakness
14:00 China’s Rise Across Critical Technologies
17:33 How Global Trade Rules Came Crashing
19:38 Why German Stocks Keep Surging Higher
22:10 German Companies Folker Is Buying Now
25:52 What the ECB Misread on Inflation Shifts
29:37 Trillions in Capital Flows Going to the US
34:48 Liquidity Risk and Market Stability Today
35:52 Are US Stocks Overvalued or Still a Buy?
40:12 Gold, Silver and His 2026 Price Outlooks
45:42 When Germany Gets its Own SWF Fund?
49:10 Final Lessons Plus a Look to the Future
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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. #personalfinance #investing #stockmarkets
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