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PODCAST: Kevin Le Nouail: In the short term, the dollar becomes the best geopolitical hedge again

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On Friday, March 20, Antoine Larigaudrie, journalist at BFM Business, John Plassard, associate and head of investment strategy at Citigroup Management, Kevin Le Nouail, managing director at Avant-Garde Family Office, Gwendal Daubresse-Chasle, journalist at BFM Business, Alfred Le Léon, responsible for ETF distribution in France at JP Morgan Asset Management, Thierry Gautier, CEO of GSD Gestion, Thibaut Maissin, co-manager and financial analyst at Gay-Lussac Gestion, François Rimeu, senior strategist at Crédit Mutuel AM, Fanny Picard, founding partner of Alter Equity, Jean-Edwin Rhea, fund manager at SUNNY AM, Bruno Vanier, president of Gemway Assets, Gilles Santacreu, algorithmic trader and administrator of Boursikoter.com, Olivier Lévy, president of Levy Capital Partners, Sébastien Korchia, director of investments at Cogefi Gestion, Stéphanie Maugey, private financial manager at Uzès, and Julien Quistrebert, manager at Tailor AM were guests on the BFM Stock Exchange show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Antoine Larigaudrie, journalist at BFM Business, Olivier Lévy, president of Levy Capital Partners, Sébastien Korchia, director of investments at Cogefi Gestion, Gilles Santacreu, algorithmic trader and administrator of Boursikoter.com, Stéphanie Maugey, private financial manager at Uzès, and Julien Quistrebert, manager at Tailor AM were guests on the BFM Stock Exchange show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Stéphanie Maugey, private financial manager at Uzès, and Julien Quistrebert, manager at Tailor AM, discussed the day’s session on the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Olivier Lévy, president of Levy Capital Partners, and Sébastien Korchia, director of investments at Cogefi Gestion, were guests on the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Olivier Lévy, president of Levy Capital Partners, and Sébastien Korchia, director of investments at Cogefi Gestion, were guests on the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Antoine Larigaudrie, journalist at BFM Business, Thierry Gautier, CEO of GSD Gestion, Thibaut Maissin, co-manager and financial analyst at Gay-Lussac Gestion, François Rimeu, senior strategist at Crédit Mutuel AM, Fanny Picard, founding partner of Alter Equity, Jean-Edwin Rhea, fund manager at SUNNY AM, Bruno Vanier, president of Gemway Assets, and Gilles Santacreu, algorithmic trader and administrator of Boursikoter.com, were guests on the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Jean-Edwin Rhea, fund manager at Sunny AM, Bruno Vanier, president of Gemway Assets, and Gilles Santacreu, algorithmic trader and administrator of Boursikoter.com, discussed the performance of Micron Technology driven by high demand related to artificial intelligence, Jamie Dimon’s views on AI deployment, ASML’s limited EUV machine production, Oracle’s entry into AI factories, the downward trend on the Nasdaq, and Netflix’s bullish signal, in the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Fanny Picard, founding partner of Alter Equity, delved into Europe’s dependence on fossil fuels, solutions to reduce this dependence, and key areas to watch in the decarbonized energy theme, in the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, François Rimeu, senior strategist at Crédit Mutuel AM, discussed Germany’s 10-year rate under pressure as the German Bund crossed the 3% mark, as well as unchanged interest rates for the Fed and the ECB with a likely enduring status quo, in the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.

On Friday, March 20, Thibaut Maissin, co-manager and financial analyst at Gay-Lussac Gestion, was a guest on the BFM Bourse show presented by Guillaume Sommerer. BFM Bourse airs or can be listened to Monday to Friday on BFM Business.