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Germany in the meantime is being held back by outdated investments as well as demographic shifts.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

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

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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 #cryptocurrency

In this episode Bob McNally, CEO of Rapidan Energy and author of "Crude Volatility", breaks down the forces shaping the future of oil and gas.

Today he shares his take on what’s really happening behind the scenes. Bob has spent years advising presidents as well as top investors. We talk about the wild ride of oil prices, and whether we’re on the brink of another boom-or-bust moment. With ongoing geopolitical uncertainty, plus China’s growing appetite for crude oil, the stakes couldn’t be higher.

Bob McNally founded Rapidan Energy Group in 2009, an independent energy market analysis firm based in Washington DC. His 32-year career includes service as a White House energy advisor to President George W. Bush, as well as a hedge fund strategist at Tudor Investment Corporation.

---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Watch out for impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching!

---- 🗒️ Time Stamps

00:00 Introduction and Key Information Diet

03:04 News Routine from Reuters to Bloomberg

04:40 GMC Suburban or Tesla to Get Around?

05:53 Why US Gasoline / Petrol is Cheaper Today

09:11 Potential US-Russia Deal and Ukraine War

11:25 Iran & China, Oil's Geopolitical Risk Premium

15:34 Impact of Trade Tariffs for Mexico, Canada

17:01 US Oil Producers Cautiousness Explained

20:14 Insights on China's Energy Demand Situation

21:59 US Consumers Weaker Amid Rising Inflation

25:42 Future of USD, Global Financial System Reset

28:29 OPEC's Role in World Economic Architecture

31:35 Oil Production in Saudi Arabia and the UAE

32:11 Experiences with Poverty, Wildest Anecdote

34:53 Reflections on Power at the White House

37:37 Oil Inspiration from Ed Morse, Dan Yergin

41:06 Greatest Professional Struggle: Economics!

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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.

#economics #investing #fed

In this episode with Huda Al Lawati, CEO of Aliph Capital, we have a conversation about private equity, entrepreneurship, and the rollercoaster investment outlook.

When it comes to coffee, it’s more about the culture and ritual than just the drink itself. From there, we dive into her journey of launching Aliph Capital during peak global uncertainty. She explains how the leadership in the Gulf during that time gave her the confidence to start something new.

We also explore how the Gulf region has become a much more entrepreneur-friendly environment in recent years. But, as Huda points out, fundraising remains one of the toughest challenges for first-time private equity managers. It’s one thing to raise money, but real success in this industry isn’t about that—it’s about returning money to investors.

Huda Al Lawati is the founder of Aliph Capital, an alternative investment manager focused on mid-market private equity across the Gulf (GCC) region. She has been in the industry for over 20 years and was also featured in the Top 100 Businesswomen in the Middle East by Forbes.

---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Watch out for impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching!

---- 🗒️ Time Stamps

00:00 Omani Coffee with Cardamom, Sugar or Not

02:25 Renaissance for Oman's Economy?

03:01 How Yousef and Huda Met on LinkedIn in 2016

04:05 A Reaction to the DeepSeek AI Shockwaves

06:48 Spark That Founded Aliph Capital During CoVid

08:07 Raising Money is NOT a Measure of Success

08:47 Why ADGM as Headquarters for the Firm?

10:30 Saudi Funding Role, Jada Fund of Funds

12:16 Goldman Sachs: $1 Trillion Capex Supercycle

15:24 Social Transformation, Sustainable Oil Price?

17:27 MBS Will Invest $600 Billion in the United States

18:19 Biggest Challenges for PE Players in the Region

22:15 Brands of Pride: The Entertainer and Savola

23:01 Colossal Impact of the Abraaj Collapse

25:49 Private Equity as a Career Choice Today

28:21 Personal Investment Philosophy

29:59 Lunch with MBS, MBZ and MBR

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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.

In this episode with Burcu Geris, CFO of TAV, we discover:

• The (real) tradition of fine Turkish coffee.

• Creating world-class standards in airport operations.

• TAV focus on growth in markets like Saudi Arabia and Kazakhstan.

• Fashion as a creative outlet and finding balance in life.

• Work hard, play hard. Lessons from a career as a top executive.

Bio: Burcu Geris is the Deputy CEO and CFO at TAV Airports . She was named a "Young Global Leader" by the World Economic Forum in 2015. TAV Airports manages a portfolio of 15 airports in eight countries and a talent pool of 35,000 people.

---- Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Watch out for impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching!

--- Promotional Links:

💡 Easy notes on the go with the new iPad mini https://amzn.to/4gmmBkA

⚡ Get podcast merchandise from mugs to shirts https://store.stagespring.com

---- 🗒️ Time Stamps

00:00 Cold Open, Turkish Coffee Routine

02:32 Huberman Morning Workout?

03:49 Passenger Patterns Around the World

06:21 Competition with Hubs Like Dubai (DXB)

07:29 What's Next for the Turkish Lira?

09:20 Priority Markets for Expansion

14:28 The Airport Operations Pitch Process

16:56 Tough Industry. Any Career Regrets?

18:09 Cryptocurrencies and Trump 2.0

20:48 A Passion for Fashion on Insta

26:12 Growing Up in a Military Family

29:13 Secrets to Long Jobs Tenures in 2025

34:12 (Maybe) Lunch with Elon Musk

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By Hekaya Productions (http://www.hekayaproductions.com)

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #avgeek #türkiye #leadershiplessons

In this episode of the You’re in Business podcast with Yousef Gamal El-Din, we discuss: • The possibility of another wave of inflation with US President Donald Trump. • Decline of fiat money in a time where government spending has exploded. • Gold vs Bitcoin as a crucial store of value during periods of uncertainty. • Being passionate about your craft even when other people "think it's weird". • Technology is reshaping the finance industry, creating new job opportunities. • The Middle East as a region with significant future potential. Bio: Charles-Henry Monchau, CFA, is the Chief Investment Officer at the Syz Group and Member of the Executive Committee. He leads all investment-related topics such as advice, portfolio constructions and research. The Syz Group is a family-owned and run Swiss banking group. Follow Charles-Henry Monchau on LinkedIn. ---- Subscribe to never miss episodes of the You’re in Business podcast: ‪@ygemedia‬ . Beware of impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching! ---- Promotional Links: 💡 Sound your best on camera with this microphone in the UAE https://amzn.to/4axGWlK ⚡ Get podcast merchandise from mugs to shirts https://store.stagespring.com - --- 🗒️ Time Stamps 00:00 Cold Open, Swiss Morning Weather 02:34 Zuckerberg on Joe Rogan, "Kissing the Ring" 06:03 Investment Strategies in a Changing Landscape 09:30 Broadening of Stock Market, Energy / Small Caps 12:28 Role of Gold and Cryptocurrencies / BTC Price 19:01 China's Disinflation Challenges 22:11 Personal Journey and Career Insights 23:55 The Impact of Technology on Finance (ChatGPT) 27:18 Social Media and Personal Branding (LinkedIn Success) 30:08 At What Point Do You Move Again to Dubai ? ---- By Hekaya Productions (http://www.hekayaproductions.com) ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #personalfinance #inflation