Till Christian Budelmann speaks to “Das grosse Bild”, a podcast series by “Private Banking Magazin” which – with portfolio managers, analysts, family officers and lawyers – explores the most important questions relating to large and complex assets. Our capital market strategist talks to Christian Hammes about the “most hated bull market in history”, the president’s ways of getting the US out of its double deficit, and value, growth and tech stocks, and thus the main reason why many European investors are invested in the US.
We hope you enjoy listening!