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Germany in the meantime is being held back by outdated investments as well as demographic shifts.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 national governments worldwide. At S&P he introduced new ways to measure the impact of megatrends on sovereign ratings.

---- 📌 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

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By hekayaproductions.com

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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

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By hekayaproductions.com

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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

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By hekayaproductions.com

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #federalreserve