You’re In Business

The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection. Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, AI Shift in New World 02:27 Fed “Wizard of Oz” and Powerless 05:05 Market Valuations, Better Earnings 09:32 The Problem with Firms like NVIDIA 11:56 How to Factor in Geopolitical Risks 16:25 Options Beyond the U.S. Treasuries 18:31 Damodaran’s View on China Stocks 23:17 New Opportunity Set in UAE, Saudi 27:24 Key Country Risk Growth Dynamics 30:13 Companies Are Getting THIS Wrong 34:02 Cultures in (GE), Microsoft and Intel 40:07 Starbucks Still...Looking for Reboot 42:42 Bitcoin (BTC) is NOT an Investment 45:15 The Biggest Worry for Microstrategy 48:45 Best Advice for All Investors Today 52:25 Regret Over Missing Out (i.e ROMO) ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets

In this episode, we get you the latest updates on Saudi investment opportunities. Most associate the Kingdom with being a source of capital abroad, but it's a huge national priority to get foreign investors onboard. We also examine the shifting weight of geopolitical risk in valuations. Mohammed Alsuwayed is the Founder and CEO of Razeen Capital. He was also an adviser at the Deputy Ministry for Strategic Planning. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Tariff Impact 02:35 Update on the Saudi Economy 05:31 Real Tests of Lower Oil Prices 09:00 Geopolitical Risks Moving Up 13:25 KSA Retail Investment Trends 17:33 Global vs Local Opportunities 21:20 Fed Will Cut THIS Many Times 25:46 Saudi Property for Foreigners 30:15 BTC, Cryptocurrency in Saudi 33:08 Razeen Capital, Methodology 37:07 Starting New Business in KSA ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #saudiarabia #investing #stockmarkets

Today we examine the global economy with Professor Steve Hanke, tackling everything from Trump tariffs to gold’s record run and crypto’s risks. This is one of those conversations that makes you rethink how money actually works. Watch until the end…you’ll leave with insights you won’t find anywhere else. Steve H. Hanke is a Professor of Applied Economics and Founder of the Institute for Applied Economics at the Johns Hopkins University. Follow him on X (https://x.com/steve_hanke). ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Legality of Trump Tariffs 02:39 Tariff Inflation Dynamics 05:30 Posen's New Geography 09:21 Money Supply M2 & M3 12:46 Firing of a Fed Governor 16:58 Redesign Fed Mandates 20:18 Gold Valuation Forecast 23:41 Bitcoin and ETH Targets 28:47 Bonds, Stocks to Watch 34:42 Hanke's Portfolio Today 39:16 Other Nations' Currency 43:28 Countries on Your Radar 45:08 Inspirational Economist ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #inflation #investing #eurusd

What if the world’s most powerful oil producers aren’t telling us the whole story? In this conversation, Amena Bakr takes us inside the rooms where OPEC+ strategy is set, revealing what’s really driving decisions in Riyadh and Moscow. This isn’t just another market update: It’s a front-row seat to the energy chessboard. Amena Bakr is the Head of Middle East Energy & OPEC-Plus research at Kpler. She leads oil market analysis, OPEC policy research, and risk assessments in the Middle East. Previously, she was with the Energy Intelligence Group. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Trump-Putin Meeting Reactions 02:45 Russia-Ukraine War End Impact 05:07 India Response to Tariff Threat 07:24 Sanctioned Barrels Find a Way! 10:19 OPEC+ Output, Demand Health 13:22 Big Oil CEOs Price Target Calls 17:30 Goldman Sachs GS Oil Outlook 20:58 Saudi Aramco Share Forecasts 23:53 Brave China Consumption Data 28:09 IEA vs OPEC Competing Views 34:26 This Country Going to Surprise 37:35 Fate of Renewables in the Gulf ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #oilandgas #investing #crudeoil

The artificial intelligence revolution is reshaping the world economy. In this exclusive interview we feature Dan Ives, Managing Director at Wedbush, who draws out a path for AI driving markets even higher. Is Nvidia still a buy? Can Tesla navigate Elon Musk's political dreams? How will Apple close the AI gap? Hear firsthand insights on investing in the AI supercycle. Dan Ives is one of Wall Street’s most recognizable names, and has been a tech analyst for over two decades covering the software as well as the broader technology sector. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, Investor Energy Check 02:06 “Buffet Indicator”, Market Valuation 05:09 What Comes Next for the NASDAQ 08:00 Nvidia Stock Analysis 5-Year View 10:36 US-China Trade Deal Latest Update 13:41 NVDA Supply Chain Risk, AMD Bets 14:40 Elon Musk: “Oh Shut Up” Response 18:32 Shockwaves Hitting Online Search 20:42 Best 3 AI Stock Investments Today 23:30 Apple to Buy These AI Companies 27:25 Trump's Ongoing Pressure on Fed 30:06 Personal Portfolio Strategy: QQQs 32:17 Career on Wall Street: Big Lessons ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #marketanalysis #investing #stockmarkets

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. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ 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 ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets

In this fireside chat we welcome Jim Bianco, President of Bianco Research, to dissect the latest multi-trillion-dollar tax-and-spending package and the future of Federal Reserve. Jim unpacks why interest rates may hold steady and goes into a passionate argument about how democratized finance is rewiring markets. He also reveals his "4-5-6" portfolio playbook which will guide you through today’s landscape. A few big calls on crypto as well! Since 1990 Jim Bianco’s commentaries have offered a unique perspective on the global economy and financial markets. Jim has built a decades-long reputation for objective Wall Street research that challenges consensus thinking. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, OBB Bill, Tax Cuts Remain 02:23 Stocks at All-Time Highs, Crisis Ahead 04:52 Reconfiguring the Global Trade System 08:16 Jerome Powell in a “No-Win Situation” 12:00 Who Will be the New Chair of the Fed? 15:58 Markets Clearly Rejecting Fed Policy 18:07 Investor's Resilience to Wars, “FOMO” 22:13 Supplementary Leverage Ratio (SLR) 25:42 Pennsylvania Plan, New World Order 27:18 S&P500 Best Performing Stocks 2025 31:16 4-5-6 Playbook, Great Investing Ideas 34:41 Finding the Best Bond Market Trades 38:05 GENIUS Act Big Step Back for Crypto 41:03 Buy Ethereum (ETH), Crypto Strategy ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets

Investors are misreading risks in the Middle East. In this fireside chat with Mohammed Ali Yasin, CEO of Ghaf Benefits, we talk about what it really takes to build long-term wealth in uncertain times.   As tensions surge between Israel and Iran, Mohammed offers perspective shaped by three decades of navigating regional markets. He explains what’s being priced in and why patience might be the ultimate edge right now.    M.A. Yasin has held several high-profile leadership positions during his career, including serving as CEO of FAB Securities. He is based in Abu Dhabi.   ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Introduction, First War Reactions 03:41 Higher Inflation, Fed Very Limited 07:30 Precious Metals, Bonds and Cash 10:17 Oil Price Volatility, Recession Call 13:00 Strait of Hormuz Not as Important 16:05 Efforts to Break Oil Dependence 19:28 Psychology of Regional Investors 23:56 Case for Saudi Stocks vs S&P500 28:33 Ghaf Benefits Pension Advantage 33:36 Biggest Myths Retirement Saving 36:41 Toughest Moments in Investment 39:35 Buy or Sell Dubai Property Today 42:51 Inspirations from Warren Buffet ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets

In this exclusive episode, finance veteran Bob Diamond joins us to explore the biggest questions on everyone’s mind. We discuss the U.S. debt situation as well as the latest from the trade war. There's a profound conviction in a better tomorrow. He also has strong opinions on how regulators should approach crypto and go behind-the-scenes to the 2008 crash for perspective.     Bob Diamond is the CEO of Atlas Merchant Capital, based in New York. Until 2012, he was the Chief Executive Officer of Barclays. He has held senior roles at CS First Boston and Morgan Stanley.   ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Introduction, Elon Musk, Optimism 02:51 US Debt Situation, Confusing Signals 05:17 Opinion on Government Legislation 08:52 Damage Being Done to Brand USA 11:25 Latest US-China Tariff War Tension 14:52 Will the US Dollar Crash or Stabilize? 17:28 Expectations for Fed Interest Rates 20:30 Role of Alternatives: Gold & Crypto 24:32 Future of Private Equity, Challenges 27:57 US Regional Banks Opportunities 30:00 Outlook for Saudi, UAE and Qatar 33:10 US Ways vs Europe Biblical Justice 36:20 Top Financial Center: NYC, London 41:44 Big 2007 and 2008 Crisis Moments 44:44 Right to Let Lehman Brothers Fail? 50:48 Inspiration from 1st Boss: Bill Cook ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #privateequity #economics #investor

Veteran oil market commentator Vandana Hari joins the program to unpack the surprising slump in prices despite rising risks of a coordinated military strike on Iran. She also shares her take on OPEC as well as the ongoing challenges of market transparency. It's a very different view on what could shape the crude markets in years to come. Vandana Hari is Founder & CEO of Vanda Insights, which provides global oil markets macro-analysis. She has over three decades of experience providing intelligence on energy. Before launching Vanda Insights in 2016, Vandana served in leadership roles at S&P Global Commodity Insights. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Industry Pulse Check 03:51 China Crude Demand 08:55 New US-Iran Relation 12:46 OPEC Plus Dynamics 17:00 India's Oil Strategies 19:52 Russian Oil Imports 23:28 OPEC+ Governance 28:59 Big Oil Corporations 33:59 Oil Data's Credibility 37:13 Peak Oil Demand? 33:02 Career Discoveries ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #crudeoil #economics #petrolprice

In this episode you hear from Chief Economist Nasser Saidi about Lebanon’s crisis and the steps needed to fix it. He shows how overhauling banks as well as creating a national wealth fund can rebuild public trust. The country actually has a real chance to recover. Nasser Saidi is the Founder and President of Nasser Saidi & Associates. Former roles include Executive Director of Hawkamah, The Institute for Corporate Governance as well as the Minister of Economy and Trade between 1998-2000. He was also the first Vice-Governor of the Central Bank of Lebanon (BDL) for two successive mandates. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Show Open, Top-Line on Lebanon’s Reform 02:53 Long Road to Rescue a Quasi-Failed State 07:23 What Happens to Money Stuck in Banks? 10:36 Inspiration from Sovereign Wealth Funds 13:24 A Renaissance in Relations with the Gulf 16:15 Flexible Exchange Rate Absorbs Pressure 18:02 Early Warning at Central Bank of Lebanon 21:14 Saudi Arabia’s Economic Situation in 2025 25:14 Shift to Deeper Trade Dynamics with Asia 29:36 Impact of Trade Tariffs on Wider Mideast 32:17 Currencies Due for a “Strategic Review” 36:28 Real Playbook for the New Trump World 41:22 Personal Reflections, How Interest Began ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #lebanon #economics #tariffs

The global credit ratings system is rapidly losing credibility in the eyes of LBBW Chief Economist Moritz Kraemer, who is now sounding the alarm. In this exclusive conversation, Moritz warns of major economic risks brewing beneath the surface, highlighting runaway U.S. debt and volatile American policy decisions that will destabilize markets.   Germany in the meantime is being held back by outdated investments as well as demographic shifts. Moritz stresses the urgency for Germany to innovate and reform before lasting damage is done. The country is at critical crossroads, but the potential upside is still there long-term.   Moritz Kraemer is Chief Economist and Head of Research at LBBW Bank. He is also a Senior Fellow at the Centre for Sustainable Finance at SOAS, University of London. Until 2018 he was at S&P Global as the Sovereign Ratings Group Global Chief Ratings Officer, overseeing the analysis on the creditworthiness of over 130 governments worldwide.    ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Warm Welcome to the Show, Pulse Check 02:20 German Competitiveness in the New World 05:25 "Schuldenbremse" Debt Brake Reforms? 07:40 Potential Tariff Deals between the EU & US 09:35 Use of EU “Digital Tax” as “Nuclear Option” 13:02 Fact Check: Are We Already in a Recession? 17:04 Reality Check on De-Dollarization, CHF, CAD 19:10 Euro Strength, Outlook for ECB Rate Cuts 22:10 Fed Choice: Save US Economy or US Dollar? 23:59 Wow: Big Ratings Agencies Still Very Slow 26:15 US Deserves to be Downgraded Right Now 28:37 Rational Expectations Theory NOT Rational 31:36 Guiding Principles: Stay True to Yourself 33:15 Sizable Short Position on the Stock Market 35:17 Gold "Overbought"! Market Not Big Enough 38:47 Morning Focus w/ No Breakfast, Only Coffee ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #tariffs

The global financial system is at a tipping point. In this discussion with Maurice Gravier, Chief Investment Officer at Emirates NBD, we dive into the fallout from the escalating US-China trade tensions on a new world of tariffs. He reveals why he's convinced there is only one precious metal that still has room to run. Plus, how investors can weather the stressful market turbulence. Get exclusive access to practical strategies to navigate 2025. Maurice Gravier provides Emirates NBD clients with comprehensive financial advisory as well as guidance on investment strategies. Gravier has over 20 years of experience running large pools of assets for sophisticated international investors. He held senior positions in Natixis as well as Lombard Odier before joining ENBD in 2018. ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Logic vs Reality in Understanding US-China Trade War 03:58 Is There a US Dollar Range That Works for the World? 05:40 Foreigners No Longer Trust US Economic Leadership 08:55 Intervention Options from (Cautious) Federal Reserve 11:32 Overnight: Business Forced to Reinvent Their Models 14:36 Who is Behind Big Moves in US Government Bonds? 17:08 Action Plan for Financial Success During Uncertainty 22:30 Opportunities in Gulf Markets as Oil Gets Pressured 25:42 Understanding Investor Appetite for Dubai Property 31:41 Goldman Sachs Gold Price Target, Buy Even More? 34:29 Should I Rent a Gold Safe in Switzerland or Go ETFs? 38:46 Bitcoin is the NASDAQ on Steroids. That's a Shame. 41:10 Tips for Anybody Considering a Move to Dubai (DXB) 44:00 Personal Investment Strategy Still Missing a Home! 47:02 Critical Advice for Young Investors Starting Out Now ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #personalfinance #tradewar

In this episode we're joined by Ben Emons, Founder of FedWatch, for a conversation on the surprising return of tariffs and their impact. Ben speaks to some of the controversial moves by the Federal Reserve with sharp analysis that you won't hear anywhere else! He sees gold going up even further and shares a couple of overlooked opportunities emerging amidst market uncertainty. Ben Emons is an Investment Advisor of Cetera. He founded FedWatch Advisors, a systematic trading strategy based on large language modelling of Fed speeches and communication. He previously served in portfolio management roles at PIMCO, Nuveen Investments and NewEdge Wealth. ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Links to our promotional partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 End of the Global Trade Era as We Know It 02:24 Tariffs to Return US to a "Surplus Economy" 04:14 Likelihood of a (Real) Recession in the US 05:36 Easier Ways to Refinance US Debt in 2025 08:08 Fed Language Evolution, Transitory Inflation 10:00 Stocks to Watch Amid Market Uncertainty 11:51 Can Donald Trump Fire the Chair of the Fed? 15:40 Stephen Miran's Blueprint for Global Trading 17:55 Tariffs Without Congressional Approval 19:45 Which Assets to Buy in a Volatile Market? 23:04 Reflecting on Personal Investment Style 25:01 Five Percent of Wealth in Cryptocurrencies 27:32 Boldest Call: Interest Rate Cuts in 2020 30:30 Toughest Parts After 30 Years in Finance 32:48 The Transformative 1987 Financial Crisis ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #federalreserve

The global economy is shifting beneath our feet. In this conversation with Ryan Lemand, CEO of Neovision Wealth Management, we analyze the biggest investment opportunities for 2025. From the fate of the US dollar and China's economic resurgence to the role of tariffs, no stone is left unturned. In order to best prepare for what is coming down the road, he's doubling down on physical gold as well as cryptocurrencies. Ryan Lemand founded Neovision in 2020. He has over two decades of experience in the industry, where he has applied his PhD in Financial Econometrics with a focus on investment management. Previously, he was the Senior Executive Officer for ADS Investment Solutions. His mission is to use his expertise to foster financial innovation. ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Links to our promotional partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 01:28 Morning Routine, Green Tea, Supplements 02:38 Growth Scare Everywhere in Global Stocks 04:17 Trump Supposed to be Markets-Friendly! 05:19 Reality of Tariffs: Something WILL Break 08:46 Gold as Hedge, Paper vs Physical Gold 09:42 Rent a Gold Vault (GLD) in Switzerland? 11:10 Governments Coming After Your Bullion 13:46 Nvidia and the Rest of Magnificent Seven 15:28 Private Credit Instead of Fixed Income 18:01 Challenging Views on Silver Ownership 19:20 Is It Too Late to Buy China Stocks? 22:23 About 15% of Your Portfolio in Crypto 24:28 Bitcoin in Strategic Reserves, Altcoins 28:02 Biggest Investing Mistake Made: Cisco 29:02 Most Successful Investment Bet: Gold 32:12 Buying Property in Dubai, RAK, Riyadh 36:45 Financial Advice for those Starting Out 39:14 A "Home" in an Interconnected World 41:12 The Forty Laws of Love by Elif Shafak ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #personalfinance #cryptocurrency