Podcasts about Richemont

Today I welcome back the Chief Design Officer of IWC, Christian Knoop. Though we technically saw one another in Geneva, sadly, we didn't spend much time together aside from quickly saying hello. This is part of why I wanted to invite him back on the show as well as delve into the how's and whys behind their 2026 releases. There were a lot of watches from Schaffhausen presented, so I couldn't wait to speak with Christian.We begin with some conversation about his home, which is where he was when recording, of course we discuss the watches, and we wrap things up with his Summer plans which include a school for Richemont in Milan that I was completely unaware of. I hope you enjoy it. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit standardh.substack.com/subscribe

Cet épisode est un extrait du podcast publié lundi dernier. Un condensé des plus beaux messages de l'épisode avec Blanche de Richemont !Cet extrait pourra remplacer Instagram pendant ta pause de 10mn, se retrouver dans tes oreilles avant de t'endormir, ou à ton réveil pour commencer ta journée dans la joie. Si ce passage te plait et que tu as envie d'en connaître plus sur mon invitée de la semaine, l'épisode en entier est disponible sur Nouvel Œil.Belle écoute ! ☀️ ---Pour retrouver la Regen School, c'est ici.

Dans ce Swiss Bliss, on décortique : → Le TACO de Trump et le "memorandum" de paix que personne n'a signé → SpaceX : la plus grosse IPO de l'histoire, 1'770 milliards de valorisation, 95 fois les ventes → Pourquoi Musk vaut 1'000 milliards et ce que ça dit sur l'état du monde → CPI à 4,2%, PPI à 6,5% — et pourquoi tout le monde s'en fout → La semaine de fou qui arrive : Fed, BOJ et BNS en même temps → Les vedettes suisses de la semaine : Novartis, Roche, Givaudan, Richemont

Lauren is joined by the famed Bernstein analyst to discuss the recent earnings reports of the major fashion groups, including LVMH, Kering, Chanel, Hermes, and Richemont. They discuss performance at Dior, the runaway success of Chanel, why China remains an issue for everyone, why people like to shop in stores that look like ships, and so much more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Qu'est-ce que le goût du silence selon Blanche de Richemont, et comment le cultiver ?Ce passage est un extrait du podcast publié lundi dernier - l'épisode en entier t'attend chaudement sur Nouvel Œil.  Belle écoute ! ☀️ ---Pour retrouver la Regen School, c'est ici.

Blanche de Richemont sait faire résonner les trésors cachés du monde et de nos vies. Elle sait mettre en lumière nos paradoxes, nos quêtes universelles et nos travers. Et plus que tout, Blanche sait placer de la poésie au cœur de sa vie.Pour elle, chaque jour est une aventure, puisque le véritable voyage serait avant tout une façon d'appréhender la vie. Blanche est une résistante. Une résistante dans la douceur et l'amour, qui fait de l'émerveillement la source de sa force intérieure. Et avec ça, elle arrive à quelque chose de fort : garder le cap de son âme sans être contre son époque, mais dans son époque.Comment alors résister à un monde que l'on ne comprend pas ? Faut-il s'adapter à une époque malade ?Avec Blanche de Richemont sur Nouvel Œil, on parle de peurs, de victimisation et de désert.J'espère que cette écoute redressera le cap de ton âme.  Merci à l'Académie du Climat d'avoir permis d'enregistrer cet épisode dans leur studio.Belle écoute ! ☀️ ---Pour retrouver la Regen School, c'est ici.

Our guest for this episode is Thomas “Tom” Russo, a respected global value investor and the managing member of Gardner, Russo & Quinn in the US. Tom has over 40 years of track record as a professional investor and is known for his focus on consumer goods and companies with the capacity to reinvest and the capacity to suffer. In the conversation, Tom brings up two classic books: “Common Stocks and Uncommon Profits” by Phil Fisher, and “Richer, Wiser, Happier” by William Green.—————————————Our interview with Tom Russo was recorded on 8 May 2026. Leading the conversation is Christian Billinger, investment manager of Billinger Förvaltning. Christian heads his family office Billinger Förvaltning and has done a number of interviews on this podcast, including episode 8 with Lawrence Cunningham and episode 55 with Edward Chancellor.—————————————For more info about the podcast, make sure to follow us on X: https://x.com/IB_Redeye. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie(01:09) Christian welcomes Tom (01:36) Introducing the books for this episode(02:29) Common Stocks and Uncommon Profits(04:07) Richer, Wiser, Happier (and Money Masters)(07:37) Takeaways from Omaha 2026(13:27) Consumer goods investing(20:27) Consumer goods concerns today vs late 1990s(23:49) Underinvestments or fundamental behavior shifts?(25:57) Kit Kat brand example, and good flow in AB InBev (28:41) Consumers talk lean but eat fat – misperceptions?(30:56) Coping as an investor in a tough market (Heineken example)(35:36) When to give up as an investor(41:32) Focus and brand equity (Campari, Diageo)(43:31) International growth and competition (Brown-Forman, Unilever)(47:59) Expanding the investable universe (Alphabet, Eurofins Scientific, Sunbelt Rentals)(51:59) Netflix case(55:19) Selling a great business?(57:46) Bad stewards of capital (Adelphia Communications)(01:00:06) Good stewards of capital (Richemont)(01:04:06) Tom's investment research process(01:08:02) Most important questions to ask management(01:10:40) Capital cycle (01:12:57) Supply vs. demand(01:14:54) Capital cycle of the spirits industry (01:17:16) Investment philosophy – Phil Fisher vs. Ben Graham (01:20:06) Highlights from 40+ years of investing(01:23:03) How to give back(01:27:31) Thank you—————————————Books MentionedCommon Stocks and Uncommon Profits – Phil FisherRicher, Wiser, Happier – William GreenMoney Masters – John Train—————————————Companies MentionedAmazonBerkshire HathawayGen ReNestléEstée LauderDiageoWeetabixHarley DavidsonBrown-FormanGuinnessGrand MetropolitanHeinekenAB InBevKirinSnow BeerBaiduPernod RicardSazerac CompanyCampari GroupUnileverMartin Marietta MaterialsAlphabetEurofins ScientificSunbelt RentalsVisaNetflixThe E.W. Scripps CompanyComcastAdelphia CommunicationsRichemontUber DoorDashOracleAnthropicJim Beam (Suntory Global Spirits)Freddie Mac Fannie Mae—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. S&P 500 mit 8. Gewinnwoche in Folge. Dell & HP pumpen vor Quartalszahlen. Uber bietet für Delivery Hero. Estée Lauder bläst Puig-Deal ab. Imax vor Delisting. Meta greift Reddit an. Huawei will bis 2031 High-End-Chips ohne ASML. Richemont boomt. SAP zahlt. Prysmian (WKN: A0MP84) ist der größte Kabelhersteller der Welt. Glasfaser plus Strom aus einer Hand, dazu Marktführer in den USA. KI-Rechenzentren treiben die Nachfrage, der Glasfaserpreis hat sich verdoppelt. 70% Plus seit Jahresbeginn. Chris Hohn hat mit seinem Fonds TCI 18,9 Mrd. $ Gewinn in einem Jahr gemacht. Nur 10 bis 15 Aktien, 8 Jahre Haltedauer im Schnitt. Jetzt hat er Microsoft verkauft, sich an der Deutschen Börse beteiligt und setzt auf natürliche Monopole. Diesen Podcast vom 26.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody's slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest threat to long-term wealth creation isn't market volatility – it's investor behaviour.

Cette semaine, j'ai vu un signal que je n'avais plus vu depuis 2007 — et personne n'en parle. Dans ce nouveau Swiss Bliss, je décrypte la semaine la plus surréaliste de 2026 : Wall Street à un record absolu, pendant que le 30 ans américain explose à des niveaux jamais vus depuis la crise financière, que Walmart hurle à l'inflation, que Nvidia se fait griller pour soupçon de financement circulaire à la Lucent 1999, et que la guerre USA/Iran ressemble à une mauvaise série Netflix avec un projet de péage dans le détroit d'Ormuz. Mais sous le vernis du record, il y a une vraie question : combien de temps un marché peut-il refuser de voir la réalité avant que la réalité ne s'occupe de lui ? 35 ans dans les salles de trading. J'ai vu 1987, j'ai vu la bulle internet, j'ai vu 2008, j'ai vu le COVID. Et là, cette semaine, on a coché trois cases qu'on ne devrait jamais cocher en même temps. Je vous explique pourquoi.

Amerikaanse toestanden in Europa. Wat president Trump doet bij de Fed, doet een Eurocommissaris nu bij de ECB. Alleen vraagt hij niet om een renteverlaging, maar om een verhoging. Hij maakt zich erge zorgen om de inflatie en wil dat de rente omhoog gaat. Deze aflevering hebben we het over die Eurocommissaris (Valdis Dombrovskis) en zijn oproep om in te grijpen. Wat betekent dit voor Europese aandelen? En welke gaan een renteverhoging het meest merken? Over centrale bankiers gesproken: Kevin Warsh wordt beedigd als president van de Amerikaanse centrale bank. We kijken of 'ie zijn belofte kan waarmaken en de rente kan verlagen. Of moet hij (net als in Europa) de rente omhoog gooien? En wat doet dat met de gemoedstoestand van Trump? Hebben we het ook over Richemont. Bekend van Cartier en Montblanc. Dat verkoopt onverwachts goed. En het dividend gaat flink omhoog! Verder hebben we het over de onderhandelingen tussen Iran en de VS. Hoor je over een mogelijke fusie tussen SpaceX en Tesla. En we bespreken de gigantische koerswinst van Lenovo. Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

En Capital Intereconomía seguimos la apertura del Ibex 35 y del resto de bolsas europeas en una jornada marcada por el sector financiero, el lujo y las expectativas sobre los grandes estrenos bursátiles tecnológicos. Entrevistamos a Lluc Sas, director de Relación con Inversores y Rating de Banco Sabadell, para analizar el road show con inversores de las últimas semanas, la evolución de la acción tras los resultados y los encuentros mantenidos con accionistas en Alicante, Valencia, Barcelona y Madrid. También repasamos el pago del dividendo extraordinario previsto para el viernes 29. En el análisis de mercados, Ignacio Cantos, socio director de ATL Capital, analiza la situación del sector lujo y las oportunidades de mercado tras las recientes correcciones. Sobre la mesa, compañías como Compagnie Financière Richemont, afectada por la crisis en Irán y las restricciones aéreas en hubs como Doha y Dubái, así como el potencial de recuperación del negocio de belleza y fragancias. También se aborda el enorme interés del mercado por la futura salida a bolsa de SpaceX, impulsada no solo por el negocio espacial sino por activos como Starlink y sus desarrollos en inteligencia artificial. Además, se analiza la expectativa por las posibles OPVs de OpenAI y Anthropic. En clave monetaria, se comentan las propuestas de Kevin Warsh para reducir el número de reuniones de la Reserva Federal y limitar así la frecuencia de movimientos en los tipos de interés. Además en el consultorio de bolsa José María Lerma, analista independiente atiende las dudas de los oyentes sobre valores.

RICHEMONT, Puig y Estee Lauder, Adidas y Zalando... bajo la lupa de Antonio Aspas, socio de Buy & Hold Gestión de Activos

El clima empresarial de Alemania muestra una ligera recuperación tras los fuertes deterioros de marzo y abril. El índice del Instituto Ifo sube hasta los 84,9 puntos desde los 84,5 puntos del mes anterior.. aún sí, la situación sigue siendo frágil. Las empresas valoraron la situación empresarial actual de forma algo más favorable. Las expectativas para los próximos meses también son menos pesimistas. Alemania registra en el primer trimestre del año un crecimiento del PIB del 0,3%, una décima más en comparación con el cuarto trimestre de 2025. La presidenta del BCE, Christine Lagarde, insiste en que tomarán las medidas necesarias para lograr la estabilidad de precios en el 2%. Y, en clave empresarial, el grupo suizo de lujo Richemont incrementa sus ventas anuales un 11% gracias a la fuerte demanda de los compradores por hacerse con un Cartier. Entrevistaremos a Daniel Gómez Aragonés que acaba de publicar "Reinas Godas", las mujeres que pusieron la semilla de España.

Amerikaanse toestanden in Europa. Wat president Trump doet bij de Fed, doet een Eurocommissaris nu bij de ECB. Alleen vraagt hij niet om een renteverlaging, maar om een verhoging. Hij maakt zich erge zorgen om de inflatie en wil dat de rente omhoog gaat. Deze aflevering hebben we het over die Eurocommissaris (Valdis Dombrovskis) en zijn oproep om in te grijpen. Wat betekent dit voor Europese aandelen? En welke gaan een renteverhoging het meest merken? Over centrale bankiers gesproken: Kevin Warsh wordt beedigd als president van de Amerikaanse centrale bank. We kijken of 'ie zijn belofte kan waarmaken en de rente kan verlagen. Of moet hij (net als in Europa) de rente omhoog gooien? En wat doet dat met de gemoedstoestand van Trump? Hebben we het ook over Richemont. Bekend van Cartier en Montblanc. Dat verkoopt onverwachts goed. En het dividend gaat flink omhoog! Verder hebben we het over de onderhandelingen tussen Iran en de VS. Hoor je over een mogelijke fusie tussen SpaceX en Tesla. En we bespreken de gigantische koerswinst van Lenovo. Te gast: Errol Keyner van de Vereniging van Effectenbezitters BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Las bolsas europeas se encaminan hacia su mayor subida semanal desde principios de abril. Las estadounidenses, a por su octava subida semanal consecutiva. Hoy vuelve a haber esperanzas de acuerdo entre EEUU e Irán. El optimismo en torno a la IA también se nota. Infineon, STMicroelectronics , ASM International y ASML están entre los ganadores en Bolsas europeas. Son protagonistas, además, Richemont con resultados; Adidas y Puma en verde gracias a Deckers Outdoor y DHL con buenas recomendaciones. Hablaremos de Puig y su caída tras el fracaso del acuerdo con Estée Lauder. El análisis es de Miguel Ángel Temprano. Como todos los viernes, operativa de futuros y analisis técnico de valores Ibex con Gerardo Ortega.

If you'd told Gabe and Asher on August 7th — the day the U.S. announced a 39% tariff on Switzerland — that the holding companies would close out 2025 with their watch businesses up, they wouldn't have believed it. But that's what happened. Richemont's watch division grew 7% year over year. Swatch Group posted 7.2%. LVMH's watches and jewelry held flat while fashion softened around it. The top line says remarkable resilience. The bottom line tells a more complicated story. Profits are largely flat. Currency and tariff drag is real. And the recovery is being driven by a strategic shift toward what Richemont and LVMH call "permanent luxury" — fewer watches, made at the higher end, with more specialized supply chains. That shift is a tale of two cities for suppliers: brutal under $10K, a quiet boon at the high end. Gabe and Asher dig into what it means for independents, why the Sellita movement Asher saw in Geneva shows how the market adapts, and whether the grand reorganization of the industry is creating a system that's harder for new brands to break into. The episode closes on Swatch Group, where ISS has backed activist Steven Wood for a board seat. Asher takes the hypothetical seat and lays out what he'd change: less obsession with covering price points, more focus on creative point of view, and real activation of the R&D and supplier capabilities Swatch already owns. Openwork is a weekly podcast about how the watch industry actually works. An unfiltered look behind the scenes — no press releases, no hype, and no sponsored takes. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology. Available on Apple Podcasts, Spotify, YouTube Music, or wherever you get your podcasts. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

A grand reorganization of the luxury watch business is happening in front of us, and nowhere is it more visible than in the diverging strategies of two holding companies making opposite bets on the future. Gabe and Asher unpack the contrast between Breitling, which under Georges Kern has quietly reconstituted itself as a private-equity-backed challenger group — bulking up through the acquisitions of Universal Genève and Gallet — and Richemont, the industry stalwart now actively slimming down, shedding Baume & Mercier and quietly walking Montblanc away from serious watchmaking. The conversation digs into what each move actually signals. Universal Genève's relaunch with full collections at Vacheron and Jaeger-LeCoultre price points, distributed through curated Breitling network partners, looks like a textbook play for cross-shop market share at the high end. Gallet's entry into the brutal sub-$5,000 segment is harder to explain — unless you read it as Kern building a fully diversified holding company with a long-term IPO in mind, willing to plant a flag in a difficult category before the cycle turns. Richemont's behavior reads as the inverse philosophy: get fit, exit segments where the math doesn't work, and protect margin around Cartier and the houses that still command pricing power. Along the way, Gabe and Asher get into the JLC management buyout rumors swirling out of Geneva, why the Mark Newson Memovox travel clock is the most genuinely interesting thing the brand has done in years, what Monbtlanc's absence from Watches and Wonders actually means, and why the agility of a young holding company is a real strategic asset that the legacy giants can't easily replicate. Market share is up for grabs in a way it hasn't been in a generation — and the next few years are going to redraw the map. Openwork is a weekly podcast about how the watch industry actually works. An unfiltered look behind the scenes — no press releases, no hype, and no sponsored takes. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology. Available on Apple Podcasts, Spotify, YouTube Music, or wherever you get your podcasts. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

In this episode of the FocusCore Podcast, host David Sweet speaks with Naomi Takase(Washimi) about her transition from global luxury talent acquisition roles at Richemont and LVMH to joining her husband's Indian-inspired jewelry brand, TaroWashimi, in 2024. Naomi describes a year-long, anxiety-filled decision process driven by concerns about career trajectory, reputation, and losing the corporate “name,” then explains how startup life requires more generalist skills while still relying on identifying problems and executing solutions. She discusses working closely with her husband, the brand's detailed craftsmanship, and the constraints of scaling handmade products, including long waitlists and growing the team from about 5 to 15. Naomi also shares her HR priorities, hiring for potential, flexible work, and supporting working mothers, along with challenges of international expansion, such as regulations, shipping, and rising gold costs.The 2026 FocusCore Salary Guide is here: 2026 Salary GuideIn this episode you will hear:How Naomi made the leap from a luxury career to entrepreneurshipInsights into building a flexible and inclusive workplace cultureHer perspective on people and leadership in growing a businessOvercoming self-doubt and redefining professional identityChallenges and triumphs in expanding a niche brand across AsiaEmbracing career changes with agility and visionAbout Naomi:Naomi moved to Japan from New Zealand after graduating from university a long time ago. She began her career in Japan, in HR in a small recruitment firm that grew rapidly to over 700 employees during her 12-year tenure, and she was responsible for a lot of that. Naomi then moved in-house to talent acquisition, spending the next nine years with luxury groups, includingRichman and LVMH. In both organizations, her roles were newly created and she was responsible for establishing the function. And then in 2024, she took a big jump and joined her husband's jewelry company, TaroWashimi. And it's a transition from a startup to a scale-up. And she enjoys the entrepreneurial environment and contributes through strategic organizational development.Naomi is also a busy mother of three and recently took up running with her husband.Connect with Naomi:LinkedIn: https://www.linkedin.com/in/naomi-takase/TaroWashimi: https://www.tarowashimi.jp/Connect with David Sweet:LinkedIn: https://www.linkedin.com/in/drdavidsweet/Twitter: https://twitter.com/focuscorejpFacebook: :https://www.facebook.com/focuscoreasiaInstagram: https://www.instagram.com/focuscorejp/Website: https://www.japan.focuscoregroup.com/This podcast was proudly produced by Lisa Yasuda.“Doin' the Uptown Lowdown,” used by permission of Christopher Davis-Shannon. To find out more, check out www.thetinman.co. Support independent musicians and artists.

Jaeger-LeCoultre was once the top-selling watch brand in the Richemont Group, a top-10 brand globally, and a GPHG darling under the legendary Gunter Blumlein. Today, it's slipped to number 16 in the industry and lost much of its cultural relevance. What happened? Gabe and Asher unpack JLC's rise, decline, and possible rebirth in light of reports that a consortium led by CEO Jerome Lambert may acquire the brand from Richemont. They argue that JLC has been boxed in on all sides — unable to compete upmarket with Vacheron and Lange, unable to lean into shaped watches alongside Cartier, and stuck producing safe, spreadsheet-driven product instead of the boundary-pushing watchmaking its 1,200-caliber history warrants. With independence potentially on the horizon, the hosts debate what a liberated JLC could look like — and why this might be one of the most exciting stories in the watch industry right now. Openwork is a weekly podcast about how the watch industry actually works. An unfiltered look behind the scenes — no press releases, no hype, and no sponsored takes. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology. Available on Apple Podcasts, Spotify, YouTube Music, or wherever you get your podcasts. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

Lauren is joined by Bernstein luxury analyst Luca Solca to decode the latest earnings gauntlet across luxury—from LVMH and Kering to Richemont and Hermès, and beyond—and what the numbers reveal about the industry's true health. They also weigh into the future of LVMH's wine and spirits division, the reawakening Chinese middle class, the forthcoming Capital Markets Day, and much more. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

On this week's episode of The Business of Watches, a brand that's very much in the news. We're in Meyrin, just outside of Geneva, to talk to the head of Baume & Mercier, the near-200 year old brand that's just been sold by Richemont to Italy's Damiani Group. Michael Guenoun speaks passionately and with conviction about the pressures the brand faces due to the strong Swiss franc, rising costs, and its commitment to remaining in the approachable-priced segment of the watch market. Guenoun highlights the brand's rich history, its model lines, and its strategy for retail, distribution, and pricing. Recorded before the sale of Baume & Mercier was announced officially, we asked him if the brand was up for sale, and his answer is worth tuning in for. The conversation gives the listener a sense of where Guenoun and his team expect the brand to be and achieve under new leadership for a deal that's still short on details, but is expected to close this summer and take Baume & Mercier under a new corporate umbrella with a company that is based in Italy rather than in Switzerland like Richemont.But first, we're joined by a very special guest for his take on the latest business headlines in the watch world. Adrian Barker is the man behind Bark & Jack - the popular and influential YouTube channel and accessories shop selling straps, coffee mugs, and other products.  It's a big moment for Adrian as he's just about to launch his first watch collaboration - a dive watch with U.K. brand Christopher Ward. Adrian gives us the lowdown on what he learned from the collaboration process with the watchmaker and what he's doing with the design to make this very much an expression of his own personal taste and philosophy on what makes a proper watch. We also talk about Patek Philippe's recent decision to roll back prices in the U.S. in response to lower tariff rates, while implementing another price increase in other markets. Show Notes 0:57 Adrian Barker and Bark & Jack 1:34 Visit Glasgow 2:23 Christopher Ward 3:11 ETA SA 5:00 The story of Christopher Ward and CEO Mike France 9:20 Who Makes Christopher Ward Watches (Bark & Jack) 12:08 Bark & Jack products 14:05 Patek Philippe 17:37 Richemont Sells Baume & Mercier 20:04 Damiani Group 22:55 Michael Guenoun (World Tempus) 23:30 History of Baume & Mercier 25:25 Riviera collection (Monochrome) 26:51 Clifton Baumatic 28:00 Baumatic movement (Caliber Corner) 38:30 TimeVallee 45:30 As China Retreats And The U.S. Wobbles, Is India The Next Great Hope For The Luxury Watch Market? 49:20 Richemont maisons 53:55 Who wants to buy Baume & Mercier and why?55:04 Watches and Wonders 2026  

On this week's episode of The Business of Watches, we head to Nidau, Switzerland, where we sit down with Ben Küffer, the young Chief Executive Officer of family-owned watch brand Norqain. It's a frank discussion of the challenges of starting a brand and creating a signature watch–the Norqain Wild One–at a time when the industry is crowded with competitors, and it's tough to stand out. We focus on Norqain's unique strategy of recruiting former and current professional athletes as not only brand representatives, but also investors and executives. The big news is Norqain's deal to be the official luxury timepiece of the National Hockey League, an agreement guided by former NHLer and Norqain co-founder Mark Streit with some help from superstar and company investor Sidney Crosby of the Pittsburgh Penguins. We also discuss the surprise success of Norqain's 'Enjoy Life' Freedom 60 chronograph that struck a chord with consumers with its ice cream-themed colors and endorsement by Mark Wahlberg to become the brand's top-selling watch. Despite that success, and perhaps in a bid to play the scarcity card, Norqain now says it plans to discontinue the model, at least for now. But first, we're joined by TanTan Wang, who is back from Colorado, and some quality time with Oris's new Big Crown Pointer Date 'Bullseye.' We also talk about the recent headlines in the watch world, including the proposed sale of Richemont's Baume & Mercier to Italy's Damiani Group, as well as Omega's very commercial 300M diver, which it is launching for the Milano Cortina Winter Games. Show Notes 1:57 Oris Big Crown Pointer Date Bullseye 3:15 TanTan's essay and the fight against watch snobbery 3:47 Richemont Sells Baume & Mercier 5:43 Omega Releases A White Ceramic Seamaster 300M For Milano Cortina 2026 9:40 Norqain 10:22 Mark Streit 11:10 Norqain Scores Multi-Year Sponsorship Deal With NHL Aimed At Vaulting Swiss Brands To The Big Leagues 12:03 Sidney Crosby Partners With Watch Company Founded By Former NHLers (ESPN) 18:00 Talking Watches With Jean-Claude Biver 19:55 Norqain Wild One 20:25 BIWI SA 26:00 Hands-On with the Norqain Wild One (Fratello) 30:40 Hands-On With the Norqain Freedom 60 40mm Enjoy Life (Fratello) 35:55 Norqain Independence Skeleton Chrono 42mm 37:31 Swiss watch export statistics 39:44 Swiss watch industry employment 45:00 Stan Wawrinka 51:30 Norqain world and values 

Nick Kunze of Sanlam Private Wealth unpacks Trump's latest tariff salvo and why investors disliked Richemont's update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB's Craig Brewer on the gold price finding a floor, and why copper is emerging as the metal of the new age.

Send us a textDie neue Omega Monduhr schlägt Wellen. Beim Preis und aber auch bei der Erscheinung. Ist es jetzt wirklich die "bling" Monduhr um endlich der Daytona Paroli zu bieten? Richemont hat seine Quartalszahlen bekanntgegeben und die sind erstaunlich gut. Selbst die "Specialist Watch Maker" Gruppe hat ein Plus zu verzeichnen. Es ist also doch nicht alles "doom and gloom".Oris hat einen neue Pointer Date (Zeiger Datum) Variante auf den Markt gebracht in tragbaren 38mm und mit dem Bullseye design, dass wir seit Jahrzehnten nicht mehr gesehen haben.Viel Spass Danke für Deine Zeit und für's Zuhören. Sendet mir eine Voicemail und wir hören uns im Podcast:https://www.speakpipe.com/opportunistischesdurcheinanderBitte folgt mir/uns auf instagram IG: @leuchtmasse_podcast oder schreibt mir: opportunistischesdurcheinander@gmail.com

UK GDP figures for November beat expectations to come in 0.3 per cent higher month-on-month and 1.4 per cent year-on-year. Denmark and EU allies boost their troop presence in Greenland as talks in Washington fail to deliver an agreement. President Trump says the U.S. needs the Arctic territory for its national security. Crude prices fall as U.S.-Iranian tensions ease slightly, however both the U.S. and UK decide to withdraw military personnel from an American-run base in Qatar. And in luxury news, Cartier owner Richemont enjoys a bumper Christmas season, posting an 11 per cent surge in quarterly sales.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Confetti! Slingers! Polonaise! De AEX-index is voor het eerst in z'n bestaan door de magische grens van 1000 punten gegaan. Gesloten op 1011 punten. Waarbij er onverwachte hulp kwam uit Taiwan. Het waren namelijk de kwartaalcijfers van TSMC dat voor hamstergedrag zorgde onder chipbeleggers. Aandelen van ASML, Besi en ASM werden massaal ingekocht. Waardoor de AEX het laatste zetje kreeg. Deze aflevering hebben we het uitgebreid over deze bijzondere mijlpaal. We beginnen in 1983, toen de voorganger van de index werd bedacht. Toevallig genoeg bespreken we die met de zoon van de bedenker. Tjerk Westerterp kwam op het idee, zijn zoon Stan schuift deze aflevering aan. Hebben we het ook nog over president Trump. Die Jerome Powell toch niet gaat ontslaan. En de cijfers van Fastned komen voorbij. Waarom zijn beleggers niet tevreden met de cijfers? Hoor je ook waarom de beleggers van Goldman Sachs wél blij worden van de resultaten. Te gast: Stan Westerterp, van Bond Capital Partners.See omnystudio.com/listener for privacy information.

En Capital Intereconomía, el Radar Empresarial ha puesto el foco en Richemont, tras presentar un crecimiento de ingresos del 11%, impulsado especialmente por la fortaleza de Japón y América, confirmando el buen momento del sector del lujo pese a la incertidumbre global. En el bloque de gestión patrimonial, hemos entrevistado a José Antonio Esteban, CEO de IronIA Fintech, que ha explicado cómo funcionan las carteras ejemplo, su utilidad para el inversor y cómo pueden servir de guía para construir estrategias adaptadas a distintos perfiles de riesgo. En el Foro de la Inversión, José Ruiz de Alda, asesor de CORE VALUE FIL, ha compartido ideas de inversión para 2026, analizando dónde encontrar valor en el nuevo entorno de mercado y qué activos pueden ofrecer mejores oportunidades a medio y largo plazo. El programa se ha completado con el Consultorio de Fondos de Inversión, junto a Daniel Perez, CEO y fundador de Astralis, resolviendo las dudas de los oyentes sobre fondos, rentabilidad y estrategia.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada marcada por los datos de inflación y los resultados empresariales. En el análisis de mercados, Juan Enrique Cadiñanos, CEO Global de Bullfy, ha destacado la moderación del IPC en España hasta el 2,9% en diciembre, impulsada por la caída de los carburantes, un dato que da cierto respiro a los mercados. En el plano corporativo, Richemont ha superado previsiones gracias al tirón de China, mientras que la gran banca estadounidense ha tenido un comportamiento más débil, con Bank of America cayendo alrededor de un 4% tras presentar resultados. La tecnología en Wall Street sigue generando dudas, en un contexto marcado por nuevos aranceles y tensiones geopolíticas, factores que continúan influyendo en el ánimo de los inversores. El programa ha concluido con el Consultorio de Bolsa junto a José María Lerma, analista independiente, que ha resuelto las dudas de los oyentes sobre valores y estrategia en el actual entorno de mercado.

En el Radar Empresarial de esta jornada ponemos el foco en los resultados de Richemont, que ha logrado elevar sus ingresos un 11% durante el tercer trimestre. Este avance se apoya en un incremento del 4% en las ventas, que alcanzan los 6.400 millones de euros, aunque todavía se sitúan por debajo de los niveles registrados en el mismo periodo del ejercicio anterior. Aun así, el grupo suizo de lujo ha conseguido un desempeño positivo en la práctica totalidad de sus líneas de negocio, mostrando una evolución sólida en un contexto todavía exigente para el sector. La joyería vuelve a ser el pilar más relevante del grupo. La división Maisons ha experimentado un crecimiento del 14% en sus ventas, rozando los 5.000 millones de euros. Cartier continúa siendo la marca más potente dentro de este segmento, pero el impulso también procede de la firma italiana Vhernier. Richemont adquirió esta casa en 2024 por 94 millones de euros, atraído por su estilo contemporáneo y sus diseños de carácter escultórico, que han conectado con una clientela que busca propuestas más innovadoras dentro del lujo tradicional. La división de relojería también muestra señales de recuperación. Sus ventas superan los 800 millones de euros, lo que supone un aumento del 7% interanual, después de haber sufrido una caída del 13% a comienzos de este mismo año. En el plano geográfico, el grupo se ha beneficiado especialmente del dinamismo en América, donde los ingresos crecieron un 14%, y sobre todo en Japón, que registra un notable avance del 17%. Asia parece haber recuperado parte de su apetito por el lujo, un factor clave para explicar estas cifras. Japón se ha convertido en un auténtico sostén para Richemont y para otras grandes casas del sector en 2025. La debilidad del yen y la preferencia de los compradores chinos por destinos cercanos han favorecido este fenómeno, reforzado además por numerosas exposiciones de lujo que han dado visibilidad a las marcas, según destaca Financial Times. Al mismo tiempo, la estabilización de China supone una noticia alentadora. En paralelo, Richemont ha renovado su liderazgo con el nombramiento de Nicolas Bos como consejero delegado en 2024, impulsando nuevas adquisiciones estratégicas que refuerzan su cartera de moda y accesorios.

Omri Thomas, direkteur by Abax Beleggings, gesels oor die 52-week-hoogte- en laagtepunte op die JSE, asook Richemont se handelsverslag. Volg RSG Geldsake op Twitter

Wir sehen im Tech-Sektor vor allem dank der starken Aussichten von Taiwan Semiconductor. Die Wall Street wird stark darauf achten, ob die Kursgewinne gehalten werden können. Im Luxusgüter-Bereich hat Richemont solide Zahlen gemeldet, wobei die Aktie die Kursgewinne teils abgegeben hat. Wir haben ansonsten eine erneut eher enttäuschende Kursreaktion auf die Ergebnisse von Goldman Sachs und Morgan Stanley. Im Finanzsektor profitieren lediglich die Aktien von BlackRock auf die soliden Zahlen. Was die Wirtschaft betrifft, sehen wir weitere Zeichen zunehmenden Wachstums. Auch die Erstanträge für Arbeitslosenhilfe sind überraschend stark gesunken. Zinssenkungen werden damit zunehmend unwahrscheinlich. Aufgrund der milderen Rhetorik von Donald Trump gegenüber Iran, sehen wir bei Öl und den Edelmetallen leichte Gewinnmitnahmen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Analizamos los valores clave en el Viejo Continente de la mano de Xavier Brun, responsable de RV europea en Trea AM. Vistazo a ASM, BE Semiconductor, ASML Holding, Unicredit, Richemont, Ericson y Taylor Wimpey.

Wir sehen im Tech-Sektor vor allem dank der starken Aussichten von Taiwan Semiconductor. Die Wall Street wird stark darauf achten, ob die Kursgewinne gehalten werden können. Im Luxusgüter-Bereich hat Richemont solide Zahlen gemeldet, wobei die Aktie die Kursgewinne teils abgegeben hat. Wir haben ansonsten eine erneut eher enttäuschende Kursreaktion auf die Ergebnisse von Goldman Sachs und Morgan Stanley. Im Finanzsektor profitieren lediglich die Aktien von BlackRock auf die soliden Zahlen. Was die Wirtschaft betrifft, sehen wir weitere Zeichen zunehmenden Wachstums. Auch die Erstanträge für Arbeitslosenhilfe sind überraschend stark gesunken. Zinssenkungen werden damit zunehmend unwahrscheinlich. Aufgrund der milderen Rhetorik von Donald Trump gegenüber Iran, sehen wir bei Öl und den Edelmetallen leichte Gewinnmitnahmen. Ein Podcast - featured by Handelsblatt. ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung

Nelis Brink – Wealth Advisor, PSG R21 SAfm Market Update - Podcasts and live stream

On this week's The Business of Watches, we head to Villeret, Switzerland, and the storied Swiss watchmaker Minerva. The brand, founded in 1858, is truly the jewel within Montblanc's watchmaking division, which itself is part of Swiss luxury conglomerate Richemont. Laurent Lecamp is the man leading Montblanc and Minerva's watchmaking operations, and he sat down with us for a detailed discussion on Minerva and what he's doing to satisfy the clients that he calls "fans" and not customers. Montblanc and Minerva won't be participating in Watches and Wonders this year, and Lecamp outlines the different paths that the brands are taking within the Richemont group. He also talks about his penchant for running extreme marathons, sometimes wearing a Minerva or Montblanc timepiece. But first, a new format to start the show. We're joined by Hodinkee senior business editor, Mark Kauzlarich, to chew over some of the business headlines making news in the watch world. We talk about potential executive changes in the top job at TAG Heuer and also discuss what we think the business strategy might be behind Omega's new Speedmaster that boasts a ceramic bezel, lacquered dial, and a new price tag. Show Notes 0:30 Montblanc / Minerva 0:45 Audemars Piguet And Ten More Brands To Join Watches And Wonders For 2026 1:00 Minerva Is The Watchmaking Jewel Within Montblanc And Showcases Its Talents With A New Art Piece (Hodinkee) 2:00 Business Montres 3:50 TAG Heuer 5:20 LVMH Watches and Jewelry 7:10 Jean-Christophe Babin (Instagram) 8:50 The Omega Speedmaster Professional Moonwatch Black & White (Hodinkee) 12:00 Hands-On The Omega Seamaster Planet Ocean For 2025 (Hodinkee)15:30 Villeret, Switzerland 16:36 Laurent Lecamp (Instagram) 17:40 GIA (Gemology Institute of America) 19:50 Cyrus Watches23:00 Example of Minerva bezel 26:00 Montblanc's New Minerva Monopusher Chronograph (Hodinkee) 28:20 Montblanc Club M58 (Watchonista) 43:12 Montblanc Star Legacy Suspended Exo Tourbillon Château de Versailles (YouTube)48:10 Richemont 51:00 Montblanc Ice Marathon (Revolution) 

Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Mit eigenem KI-Chatbot, der dir alle Fragen rund ums Investieren beantwortet. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Goldman Sachs kauft ETF-Anbieter. NVIDIA investiert in Synopsys. Rüstungsaktien fallen wegen Friedensgesprächen. Airbus hat Produktionsprobleme. Moderna & BioNTech kämpfen mit Regulatorik. Coupang hat Datenleck. Bitcoin verliert. Disney gewinnt. Schwierige wirtschaftliche Zeiten. Hohe Inflation. Darunter leiden viele. TJX (WKN: 854854) profitiert. Die Gen Z will schlichtere Luxusuhren. Cartier freut's. Richemont (WKN: A1W5CV) auch. Lohnt ein Investment noch? Diesen Podcast vom 02.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Après des mois de morosité, les consommateurs chinois se tournent à nouveau vers le luxe. Mais si le rebond est net, ce n'est pas encore une reprise complète tant attendue. Pourquoi cela ? Les tensions sur le marché immobilier et la baisse de la confiance des ménages ont pesé sur ces dépenses non essentielles ces dernières années. Et ce notamment chez les consommateurs à revenus moyens. Aujourd'hui, un vent nouveau souffle pour le secteur du luxe en Chine. On est certes encore loin de la période pré-Covid où la Chine était sur le point de devenir le premier marché mondial du luxe. Mais les résultats des grandes marques sont encourageants. Les ventes de Burberry ont progressé de 3% au dernier trimestre. Le géant suisse Richemont, propriétaire notamment de la marque Cartier, a vu ses ventes se stabiliser. LVMH, de son côté, renoue avec une légère croissance, mais croissance tout de même. Mais les grandes marques occidentales font face à un nouveau défi, l'émergence du luxe made in China. Celles-ci, en effet, observent la concurrence accrue de la part des marques chinoises. Les marques haut de gamme à des prix abordables Leurs noms ne vous disent probablement rien, mais leurs ventes explosent. Citons Laopu Gold, un joaillier chinois surnommé « le Hermès de l'or ». Fondé en 2009, par un ancien fonctionnaire, aujourd'hui installé dans de gigantesques centres commerciaux, le groupe a fait il y a un an son entrée en Bourse à Hong Kong et vient d'ouvrir sa première boutique à Singapour. Parmi d'autres marques on retrouve Songmont, un pionnier des sacs innovants présentés comme d'authentiques compagnons de vie. La marque a déjà défilé deux fois à la Fashion Week de Paris. Ou encore le magnat des cosmétiques haut de gamme Mao Geping. Récemment, cette maison a levé 280 millions de dollars. Le marché du luxe chinois pèse pour près de 50 milliards de dollars. C'est 15% du marché mondial du luxe. Ce dernier devrait peser pour 328 milliards de dollars en 2025. Certaines sociétés chinoises font le double du chiffre d'affaires des marques tricentenaires installées Place Vendôme à Paris. Alors qu'elles n'ont pas vingt ans d'âge. Les points forts du made in China Leurs ventes ont explosé grâce aux plateformes. Leurs chiffres d'affaires ont été multipliés par deux, par trois, voire par quatre ces derniers trimestres. Alors que les grands noms du luxe internationaux ont vu leurs ventes chuter de moitié pendant la même période. Ce qui compte pour les consommateurs et les consommatrices chinoises c'est l'esthétique orientale traditionnelle, l'approche responsable, les circuits durables ainsi que l'innovation. Une image haut de gamme à des prix abordables, cela compte aussi. Quelle sera la prochaine étape ? Sans doute l'expansion de ces acteurs à l'international. Mais pour y parvenir, ces entreprises devront assurer leur croissance. Notamment en renforçant leur gouvernance. Et en s'inscrivant dans une vision à long terme qui leur permettra de durer. À lire aussiLVMH, Gucci, Prada: le luxe touché par le ralentissement des achats touristiques

Aktien hören ist gut. Aktien kaufen ist noch besser. Unser Partner Scalable Capital ist jetzt Bank und bietet euch dadurch jetzt noch bessere Konditionen. Mehr Infos findet ihr unter: scalable.capital/oaws. Walmart CEO tritt ab. Merck kauft Cidara. Richemont freut sich über niedrigere Zölle. Netflix, Paramount und Comcast interessiert Warner Bros. Discovery. Siemens Energy zahlt Dividende. IT-Dienstleister Bechtle und Nagarro liefern ab. Stora Enso spaltet nicht nur Holz. Es gibt immer mehr Regeln und immer strengere Vorgaben. Mit dem TÜV der Weltwirtschaft Bureau Veritas (WKN: A0M45W) kann man von der Bürokratie profitieren. Ist Alphabet (WKN: A14Y6F) das nächste Apple (WKN: 865985) für Warren Buffett? Wir sind skeptisch. Diesen Podcast vom 17.11.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Een derde van de waarde is verloren gegaan sinds de piek van het aandeel Oracle in september. Toen explodeerde de koers nog na een deal met OpenAI. Dat ging voor 300 miljard dollar aan clouddiensten afnemen, en daar waren beleggers nogal blij mee. Maar in de afgelopen weken lijken ze van gedachten veranderd. Er is wat twijfel geweest over de hoge waarderingen van techaandelen, er is wat gesnoeid in die waarderingen ook. En Oracle komt er niet best uit: die daalt het hardst van allemaal. Zijn ze de enige, of de eerste die het te verduren krijgen? Het antwoord op die vraag hoor je in deze aflevering. Verder hebben we het ook over het dubbele afscheid van de week. Warren Buffett schreef een afscheidsbrief, en de beruchte Michael Burry sluit de deuren van zijn investeringsfonds. We vertellen je welke lessen je van deze 2 gurus moet onthouden. Je hoort over de eerste kwartaalcijfers van CVC Capital sinds hun intrede in de AEX. Die eerste paar maanden zijn niet fantastisch geweest. Het aandeel lijkt dit jaar alleen maar te kunnen verliezen. Terwijl CVC zelf juist nog nooit zo veel geld binnenharkte. En we hebben ook nog twee sappige verhalen voor je. Want twee grote klanten van Nvidia blijken keihard te lobbyen voor wetgeving die Nvidia liever niet van kracht ziet worden. En bij Aston Martin blijkt de bestuursvoorzitter op eigen houtje gesprekken te voeren om het bedrijf van de beurs te laten halen.See omnystudio.com/listener for privacy information.

Luxusgüterkonzern Richemont stellt Halbjahreszahlen vor. Der Umsatz steigt um 10, der Gewinn um 4 Prozent. Bisher bremsten die hohen US-Zölle, die dank eines Deals sinken werden. Trotzdem meint Verwaltungsratspräsident Johann Rupert, eine umfassende Einigung würde sich bis in den Februar hinziehen. SMI -0.8%

Mia Kriegler, direkteur vir batebestuur by Kruger Internasionaal, gesels oor Richemont se finansiële resultate, Naspers se aandeelprys, en volgende week se rentekoersbesluit vir Suid-Afrika. Volg RSG Geldsake op Twitter

Repasamos nombres como Siemens Energy, Allianz, Infineon, Stellantis y Richemont. Con Javier Etcheverry, analista y trader profesional.

In this episode of Superlative, host and aBlogtoWatch founder Ariel Adams sits down with Theodore de Turckheim, Chief Marketing Officer of Micromilspec. Together they explore how the Norwegian brand has evolved from creating bespoke timepieces for elite military squadrons to establishing itself as a serious contender in the modern luxury watch landscape. Theodore shares his unique path from the structured corporate culture of IWC Schaffhausen and Richemont to the creative freedom of a small, independent brand, reflecting on how agility and authenticity have fueled Micromilspec's growth. The conversation dives into the company's shift from tactical tool watches to broader lifestyle collections, the role of humor and storytelling in humanizing a watch brand, and why today's collectors value connection and transparency as much as precision and heritage. From the debut of the Milgraph at Geneva Watch Days to the brand's new ventures into extreme sports collaborations, Ariel and Theodore unpack what it means to build a bold, personality-driven brand in an industry often known for its formality, and how Micromilspec is proving that even serious watches can have a sense of humor.Keep up with Theodore and Micromilspec:- Website: https://www.micromilspec.com/ - Instagram: https://www.instagram.com/micromilspec/ Check out this week's sponsor - Movado:- https://www.movado.com/ SUPERLATIVE IS NOW ON YOUTUBE! To check out Superlative on Youtube as well as other ABTW content:- YouTube - https://www.youtube.com/@ablogtowatch To check out the ABTW Shop where you can see our products inspired by our love of Horology:- Shop ABTW - https://store.ablogtowatch.com/To keep updated with everything Superlative and aBlogtoWatch, check us out on:- Instagram - https://www.instagram.com/ablogtowatch/- Twitter - https://twitter.com/ABLOGTOWATCH- Website - https://www.ablogtowatch.com/If you enjoy the show please Subscribe, Rate, and Review!

[REDIFFUSION]Il y a des personnes qui marquent l'histoire. Qui nous font dire « comment j'ai pu passer autant de temps sans savoir son existence ? » Il y a des personnes qui ont un destin digne de celui d'un personnage de roman. Comme Blanche de Richemont.Parce qu'elle sait se passer de tout en cultivant un désert en elle-même.Qu'est-ce qu'un retour à l'essentiel ? Doit-on nécessairement sortir de notre confort pour se découvrir ? Qu'est-ce que permet le silence ? Qu'est-ce qu'avoir du courage ?Pour Blanche, c'est l'adhésion profonde à la vie qui la rend fascinante et imprévisible. Alors oui, ça donne des existences plus vertigineuses. Mais certainement plus vives. Vivre ou vivoter. A nous de choisir.Avec Blanche dans cet épisode, on part de désert, de courage et de silence.J'espère que cette écoute t'aidera à vivre plus qu'à vivoter.Belle écoute ! ☀️ ---Si tu as aimé cet épisode, tu peux le partager, écrire un commentaire dans la description et laisser des étoiles sur ta plateforme d'écoute !

Summertime, usually a downtime in the watch industry, has been particularly busy this year. On this episode of Openwork, we're looking at three timely stories: A preview of Geneva Watch Days, the latest Swiss watch export data, and Richemont's most recent quarterly earnings. Taken all together, these current events demonstrate the watch industry isn't lacking for intrigue in the waning days of summer. Hosted by Asher Rapkin and Gabe Reilly, co-founders of Collective Horology, Openwork goes inside the watch industry. You can find us online at collectivehorology.com. To get in touch with suggestions, feedback or questions, email podcast@collectivehorology.com.

Inside ownership can give companies an advantage when it comes to long-term growth. That includes having a leader or family with a substantial stake in the business. And it also covers firms with farsighted backers, such as philanthropic foundations, which encourage management to take the long view. From airline Ryanair to hearing aid specialist Demant, investment manager Jenny Davis explores how having skin in the game drives firms to act with persistence. Background:Jenny Davis is a Baillie Gifford partner and an investment manager in our International Alpha Team. She specialises in companies based outside the US that offer ‘quality growth' – combining the potential for outperformance with durability.In this podcast, she explores how persistent, inside ownership works to the advantage of companies she has backed. Examples include firms with founders who have retained a significant stake, those with long-serving hired leaders rewarded with shares and other long-term incentives, companies with family owners where control has passed between generations, and businesses backed by a foundation or holding company with long-term objectives.Companies covered include:Discovery – the health insurer that has gone global, using data to nudge customers into improving their fitness.Ryanair – the European airline that benefited from its chief executive's obsession with controlling costs.Technoprobe – the family-run ‘probe card' specialist whose ability to spot faults in computer chips has kept pace with semiconductors' increasing complexity.Demant – the hearing aid specialist backed by a charitable foundation, which has invested in getting closer to its customers.Scout24 – the German property portal whose independence Baillie Gifford helped preserve, allowing it to pursue a successful long-term growth strategy.Resources: Baillie GiffordA new age of discovery: the case for international (restricted to certain clients)Pioneers: 8 Principles of Business Longevity from Immigrant EntrepreneursShort Briefings on Long Term Thinking  Companies mentioned include:DemantDiscovery LtdFerrariHermèsInvestor ABLVMHNovo NordiskRichemontRyanairScout24ShimanoTechnoprobeTSMCTimecodes:00:00 Introduction01:55  The “scenic route” to asset management03:00  Focusing on quality growth04:35  Persistence's enduring edge05:45  Different types of inside ownership06:30 Discovery's healthy nudges08:10  Adrian Gore's visionary leadership09:45  How Michael O'Leary turbocharged Ryanair12:45  Ryanair's scale advantage14:00  Technoprobe's family leadership16:25  Engaging with Richemont's Johan Rupert18:30  Demant's long-term philanthropic backer20:55  Providing persistence's benefits to Scout2422:55  Selling out of Credit Suisse24:30  Persistence and alignment26:10  Book choice

For this special double-header episode, Lauren covers both the business and pleasure of fashion. First up is Bernstein analyst Luca Solca with a reflection on the latest luxury earnings season. They discuss pricing, the secondhand market, the Chinese consumer, and the prospects of everyone from The Prada Group and Hermès to Richemont, LVMH, and Kering. Then, stylist Sarah de Mavaleix pops in to discuss the greatest of Phoebe Philo Collection D, and why it marks a turning point for the designer—and the fashion industry writ large. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

On the Glossy Podcast, senior fashion reporter Danny Parisi and international reporter Zofia Zwieglinska break down some of the biggest fashion news of the week. This week, we discuss the current state of Saks Global, including the appointment of a new CFO at a time when the company's finances are under increased scrutiny. We also talk about Richemont's better-than-expected earnings and what they indicate for the state of the luxury industry. And finally, we break down Inditex's decision to expand its ultra-low-priced fashion brand Lefties into new markets to compete more broadly with Shein. Later in the episode, we speak with Stephen and Erica Malbon, the co-founders of Malbon Golf. Malbon is known for its edgy, irreverent takes on traditional golf attire at a time when the sport is more popular than ever. Last year, one of Malbon's athletes, Jason Day, was asked to change his Malbon vest on the course because it was too distracting, a fortuitous moment for a brand that's intentionally trying to push the envelope of what golf attire can look like. Below are a few highlights from the conversation, lightly edited for clarity.

Keyu Jin is a Professor of Economics at the LSE. She is an academic member of the China Finance 40 Group and has worked with the World Bank, the IMF, and the China Banking Regulatory Commission, and is a non-executive board member of the luxury conglomerate Richemont and Jardine Matheson. Born and raised in Beijing, she attended high school and college in the United States and holds a PhD in economics from Harvard University. In this podcast we discuss coming to the US (from China), beyond ideological labels: China's unique model, centralisation vs decentralisation and the Mayor Economy, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive