Is the global economy facing a hard reset? We sit down with Ryan Lemand, CEO of Neovision Asset Management, to break down the biggest investment plays for 2026.

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---- 🗒️ Time Stamps

00:00 Intro & Fed’s Rate Cut Paths

04:24 When US Enter a Recession?

06:52 AI Bubble: Why It’s Too Early

11:17 Gold Price Prediction: $5,000

16:19 Bitcoin Uncertainty vs. Gold

19:03 GCC Market: Dubai vs. Saudi

21:50 Property & Saudi Golden Visa

26:39 Risk in Private Credit Markets

28:40 Buying Silver, Copper & China

30:53 Currency Surprise Dollar-Yen

37:07 Trump’s Tariffs & Oil Outlook

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #goldprice #investing #stockmarkets

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---- 🗒️ Time Stamps

00:00 Berkshire's Bigger Big on Alphabet

02:43 Nvidia Strikes Back: "We Are Ahead"

03:05 Oil Prices: Is $30 Per Barrel Coming?

04:22 The Geopolitical Wildcards (Russia)

04:52 Why OPEC Isn't Panicking on Prices

05:43 Michael Saylor Stops Buying Bitcoin

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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. #marketanalysis #investing #stockmarkets

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

A selection of incredible charts that shaped this week in business and finance.

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---- 🗒️ Time Stamps

00:00 Introduction, IEA Changes Course

02:57 Trump Tariff Dividend: Fact Check

05:21 Average UK House Price, Forecast

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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. #trumpnews #investing #ukproperty

This week on "You're in Business", Claudia Sahm provides the clearest answers yet on the Fed's independence. She is the chief economist at New Century Advisors and former Fed Section Chief. The health of the economy in the face of tariff uncertainty is finally showing in the data.

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---- 🗒️ Time Stamps

00:00 Show Open, Gold Prices

03:03 Fed’s View on XAU Rally

06:58 China Tariff, Rare Earths

08:59 Trump-Xi Talks and Deal

10:59 US Inflation Data Impact

13:27 New Way to Capture CPI

16:48 Analysis of US Economy

19:43 Will We Get a Recession?

22:06 Sahm Rule 2025 & 2026

26:18 Here’s the Fed’s Dilemma

32:30 Number of Fed Rate Cuts

36:58 Motivation of Economist

42:44 Reflecting on Fed Career

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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. #tariffs #inflation #economics

How are businesses navigating the dramatic tit-for-tat between the US and China? In this conversation, we take you through the global investment opportunity roadmap.

Hazem Ben-Gacem is the CEO of BlueFive Capital. He formerly co-led Investcorp where he worked on deals including Tiffany and Gucci over three decades.

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---- 🗒️ Time Stamps

00:00 Introduction, US Policy Uncertainty

03:06 Next Cycle Coming for the US Dollar

05:27 Analysis: $55 Billion Electronic Arts

09:20 A Closer Look at Next Market Shock

12:41 BlueFive Capital Plan for the Future

15:56 Sector of Major Investment Interest

19:53 Cross-Border Allocation Challenges

23:33 How to Factor in US-China Tensions

29:01 Dynamics of Private Equity Industry

35:26 Abu Dhabi vs Riyadh vs Dubai Setup

40:05 Tunisia is a Country of 11M Hustlers

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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. #financepodcast #investing #privateequity

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.

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---- 🗒️ 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)

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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

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.

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---- 🗒️ 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

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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. #saudiarabia #investing #stockmarkets