Podcasts about Richemont

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

Aujourd'hui, c'est la Saint-Valentin. Vous vous attendez à ce que nous parlions fleurs, chocolats ou diamants ? Eh bien non ! Nous allons plutôt nous intéresser à d'autres pierres : tuffeau, pierre de Richemont, marbre et d'autres pierres précieuses, elles aussi taillées avec amour, par Aline Jugé, l'une des rares tailleuses de pierre professionnelles en France. Direction la Mayenne, dans son atelier au nom qui ne s'invente pas : Le Petit Menhir ! Ecoutez C'est ça la France avec Vincent Perrot du 14 février 2026.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

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

Mais l'investisseur moyen semble avoir une capacité d'attention de 15 minutes. Entre les envies de vacances au ski et un début d'année déjà "merdique" pour certains, le marché cherche sa direction. Dans cet épisode de Swiss Bliss, on décortique une semaine riche en adrénaline, en velléités politiques et en surprises trimestrielles. Au programme aujourd'hui : Le "Plombier Gate" : Jerome Powell convoqué pour une histoire de budget déco à la FED ? Trump souffle sur les braises et le marché regarde le spectacle. Trump & les Banques : Quand le futur président veut plafonner les intérêts des cartes de crédit à 10%. Robin des Bois ou coup de grâce pour les marges bancaires ? L'IA à deux vitesses : TSMC explose les compteurs, Google franchit les 4 000 milliards, mais Nvidia commence à traîner la patte. Bulle ou révolution ? Le drame Meyer Burger : De 1400 CHF à 0,0048 CHF. Autopsie de la fin d'un fleuron du solaire suisse. Le sprint suisse : Le carton de Lindt (merci le chocolat "Dubai Style"), la résilience de Partners Group et de Richemont, et la grimace de Sika et Geberit face au secteur du bâtiment. Macro & Géopolitique : L'inflation qui ne rend pas les armes, Trump qui veut racheter le Groenland et l'or qui s'envole vers les 4 645$. Le Bull Market peut-il continuer ou sommes-nous en manque d'énergie ? On fait le point avant d'attendre le juge de paix de la semaine prochaine : LVMH. Abonnez-vous et activez la cloche pour ne rien manquer du monde merveilleux de la finance...

Les marchés européens ont évolué en légère hausse hier, portés notamment par le secteur technologique. Ce sont les valeurs des semi‑conducteurs qui ont mené la hausse, porté par l'enthousiasme autour des résultats records du groupe TSMC mastodonte taiwanais des semi-conducteurs. L'indice européen Stoxx 600 a enregistré une progression de 0,50% après avoir atteint un nouveau sommet en séance.La Bourse de Paris a signé quant à elle sa quatrième séance de baisse en clôturant à -0,20%. Malgré la belle performance du groupe Richemont, le secteur du luxe a fortement reculé à Paris à l'image du titre Kering en baisse de plus de -3% et de LVMH en recul de- 2%.Le marché pétrolier à fortement reculé hier après les dernières déclarations de Donald Trump sur l'Iran qui semblent éloigner le spectre d'une intervention militaire américaine contre Téhéran.Dans son sillage le titre TotalEnergies a perdu 0,60%Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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.

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.

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.

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

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.

15/1 Futures prudenti. Sulla de-escalation iraniana scendono petrolio, oro e argento. Trump: per ora rimaniamo in “watch and see”. Banche sotto pressione, oggi tocca a Goldman Sachs, Morgan Stanley e Blackrock. A Wall Street si conferma la rotazione a favore di ciclici e mid cap. Il Russell sovraperforma l'S&P500 a un anno. Big tech in vendita. Trump: dazi al 25% su chip importati in Usa e non utilizzati nel mercato domestico. Bitcoin, il senato rinvia la discussione su Clarity Act. TSMC profitti record nel 4Q +35%. Nikkei -1%, Takaichi scioglierà le camere il 23 gennaio. Lo yen risale, decennale al 2,16%. Nuovo record del Kospi, in Sud Corea tassi fermi al 2,5%. In Cina tracollo di Trip.com su indagine abuso monopolio autorità.  Europa, per Trump la Groenlandia non è negoziabile. La Danimarca rafforza il contingente insieme a Francia, Germania, Svezia. A Piazza Affari focus su Stellantis, Unicredit, Mps. Per Il Sole 24 atteso vertice Orcel - Milleri. Richemont: crescita in tutte le regioni.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Alemania pone fin a dos años consecutivos de recesión: el PIB crece un 0,2% en 2025. Según los datos preliminares publicados este jueves por la Oficina Federal de Estadística, después de contraerse un 0,5% en 2024 y un 0,9% en 2023. “Tras dos años de recesión, la economía germana vuelve a crecer lentamente.. un crecimiento que se debe principalmente al aumento del gasto en consumo final de los hogares y del gasto en consumo final del gobierno”. Más datos de PIB.. en Reino Unido, la economía británica creció más de lo esperado.. un 0,3% en noviembre, recuperándose de la caída del 0,1% del mes anterior. Lo que alivia las preocupaciones sobre un final de año débil para 2025. El resultado ha sido mejor que el crecimiento previsto por los economistas del 0,1%. En clave empresarial, Richemont presenta resultados de la campaña navideña bastante mejor de lo esperado y Unicredit sale al paso de las informaciones de los últimos días de que estaría intersado en comprar Monte dei Paschi di Siena. Entrevistaremos a Carlos Ballesteros, Director de Cátedra de Impacto de Comillas ICADE, para hablar de inclusión financiera. En la Tertulia de Cierre de Mercados nos acompañarán Carlos Puente, analista político, y Pedro Fernández, abogado y profesor.

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) 

De Europese Commissie zwakt het verkoopverbod voor auto’s met een brandstofmotor per 2035 af. Met Bram Schot, de voormalig topman van Audi, bespreken we de gevolgen van dit besluit. Verder hoor je waarom Tesla-leasemaatschappij MisterGreen noodgedwongen stopt. En we ontvangen Frits van Amersfoort! Zijn raceteam, waar ook Max Verstappen reed, bestaat 50 jaar en dat viert het Louwman Museum met een speciale auto-expositie. EU-verbod De Europese Commissie zwakt het verkoopverbod voor auto’s met een brandstofmotor per 2035 af. Te gast is Bram Schot, voormalig topman van Audi, tegenwoordig actief in de board of directors bij Richemont, Shell, Signifiy, Cognizant en Carlyle. Luister ook | 'GEEN EU-verbod: HEEL verstandig!' MisterGreen Het is einde verhaal voor Tesla-leasemaatschappij MisterGreen. Waar ging het mis? Kampioenenmakers Van Amersfoort Racing bestaat 50 jaar en dat viert het Louwman Museum met de speciale auto-expositie 'Kampioenenmakers'. We spreken oprichter Frits van Amersfoort. Contact? Een vraag of opmerking? Mail naar autoshow@bnr.nl Of reageer via Spotify, X of Instagram. Meer luisteren? Breek de week | Onze midweekse podcast waarin we het belangrijkste autonieuws bespreken. Luister hier. Petrolheads | Bas van Werven en Carlo Brantsen bespreken op geheel eigen wijze het autonieuws. Abonneer hier. Auto Update | Het laatste autonieuws, met Bas van Werven en Noud Broekhof. Abonneer hier.See omnystudio.com/listener for privacy information.

nb : Hélène Poulit-Duquesne, CEO de la Maison Boucheron, a été élue présidente du Comité Colbert le 5 décembre 2025 et prendra ses fonctions en juin 2026Quel paradoxe que ce Comité Colbert. Le Comité Colbert dont j'interviewe la Déléguée Générale Bénédicte Epinay est d'autant plus discret que ses membres sont mondialement connus. Jugez plutôt : Alain Ducasse, Baccarat, Chanel, Hermès, le Château de Versailles, le Musée du Louvres, le Ritz Paris, Louboutin, LVMH, Richemont, tous sont membres de l'association. Près de 100 maisons sont rassemblées au sein du Comité Colbert dont la mission est de promouvoir le luxe français et l'art de vivre à la française. Bien sûr que le Comité Colbert brille par ses membres et les personnes qui les incarnent. Mais ce que je retiens avant tout chose et qui pourrait bien inspirer de nombreuses autres professions, c'est la capacité de l'association à fédérer des acteurs parfois frontalement concurrents autour de ce qui les unit. Et tout cela depuis 1954. Bénédicte nous dévoile comment dans cet épisode exceptionnel. Suivre Bénédicte sur LinkedInSi cette nouvelle interview vous a plu, parlez-en autour de vous, notez 5 ⭐ le podcast (Spotify, Deezer, ApplePodcast...) et rédigez un avis.N'hésitez pas à m'écrire sur LinkedIn ➡️ LinkedIn/MartinVidelaine et à vous abonner à notre Newsletter hebdomadaire Toutes les Histoires d'Entreprises sont également disponibles sur histoiresentreprises.com et sur le site de bluebirds.partners, site de la communauté d'indépendants que j'anime et qui conseille ou remplace des dirigeants. Un podcast co-réalisé avec Agnès Guillard @davidatlanphotoHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

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.

En el consultorio de bolsa de Capital Intereconomía, Miguel Méndez, Analista independiente, responde a las dudas de nuestros oyentes. El experto financiero habla sobre Louis Vuitton y el sector del lujo en general, un sector que “vuelve acaparar las miradas de los inversores” según comenta Méndez, haciendo referencia a las subidas de Hermes, Dior, Richemont y el propio Louis Vouitton. En concreto, sobre las acciones de Louis Vuitton apunta a mantenerlas de momento, aprovechando las recientes subidas. Por otro lado en cuanto a empresas tecnológicas como BigBear y Navitas Semiconductor, advierte a nuestros oyentes sobre el error que supone buscar objetivos razonables, sobre todo, en empresas relacionadas con la IA. “BigBear es capaz de estar cotizando en 8 y subir a 90” explica.

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 !

  Timeless luxury thrives on trust, not transactions. In Japan, “walk the talk” converts respect into results. Prepare for 90, execute the final 10 flawlessly. Curiosity first; conclusions later. Empathy is the shortcut to nemawashi.   Born in Geneva, Switzerland — the same city where Piaget began — Alexis Perroton started his career at TAG Heuer. At 24, he accepted a “Japan or nothing” posting and arrived without language skills or prior affinity for the country. The culture shock was immediate, but he refused to quit, immersed himself in the language, and built fluency as he learned retail from the shop floor. After four years, he moved to Richemont's Finance Planning & Analysis team supporting watch maisons and later Cartier, partnering closely with marketing on product performance dashboards. That collaboration paved the way to a leadership shift: he became Head of Jewellery for Cartier Japan during a pivotal rebuilding phase marked by new management, optimism, and local creative freedom. To broaden his scope and network, Perroton relocated to Cartier's head office in Geneva, working with the executive committee and coordinating commercial activities across Asia at the height of China's expansion. He subsequently led marketing and communications across 12 diverse markets in Southeast Asia from Singapore, then moved to Hong Kong in 2015 to oversee Hong Kong & Macau — the largest subsidiary at the time — through a demanding, resource-rich growth period. Recruited to Piaget by a former Cartier colleague tasked with revitalising the maison, Perroton returned to Japan eight years ago to lead Piaget Japan. Since then, he and his team have delivered strong results across triumphs and setbacks, emphasising client relationships, boutique excellence, and disciplined execution. Across roles in Switzerland, Japan, Singapore, Hong Kong, and back to Japan, his career reflects 18 cumulative years in Japan, a deep commitment to on-the-floor leadership, and the conviction that respect, transparency, and consistency (“walk the talk”) generate trust and performance. Alexis Perroton's leadership philosophy is forged from the boutique floor up. He insists luxury is about emotion and human connection, and that leaders must be visible, useful, and humble where the relationship actually forms: in-store. Early in Japan, unable to speak or read the language, he nearly left. Instead, he doubled down, learned Japanese, and used that experience to shape a style that blends Swiss discipline with Japanese trust-building. Over time he moved through finance, marketing, and general management across Asia, all while honing empathy and executional rigour. Perroton learned that Japanese engagement cannot be read through global dashboards alone. Survey scores trend conservative, but comments are nuanced and often positive; a “5/10” may signify a customer's desire to keep a brand exclusive rather than dissatisfaction. He rejects international league tables that flatten culture, preferring to mine qualitative feedback and then close the loop visibly so staff see action, not surveys for surveys' sake. This is classic nemawashi: patiently build consensus and psychological safety before decisions are formalised (ringi-sho), and communicate the “why,” the frame, and the plan. He is equally clear-eyed on empowerment. Large brainstorming sessions seldom unlock the quiet voices; one-to-one breakfasts and small-group conversations do. He schedules weekly “what I did/what I'm doing” forums so every voice exercises agency. Then he provides structure — owners, milestones, expectations — so ideas survive the off-site and turn into operational work. He understands Japan's “prepare 90, execute 10” rhythm and harnesses it: meticulous rehearsal (including speeches scripted phonetically in romaji) ensures flawless client experiences. On technology, he is pragmatic. Luxury e-commerce remains smaller in Japan; clients value brick-and-mortar intimacy, trusted advice, and post-purchase care. Technology supports, but cannot replace, that theatre. Decision intelligence for leaders here means translating data into empathetic action: role-plays at morning chokurei, field coaching, and feedback cadences that respect uncertainty avoidance while still inviting challenge. Language proficiency matters because it collapses distance. Speaking directly with clients at dinners and events, or packing event crates with staff after hours, signals “same boat” solidarity that no town hall can replicate. It also short-circuits the “expat for three years and gone” scepticism. Resilience, for Perroton, comes from perspective: sleep resets the day; reframe the negative until a constructive path appears. In a market where wealth skews older and relationships are compounding assets, his approach fuses empathy, preparation, and presence — the quiet mechanics of trust that make luxury feel effortless. What makes leadership in Japan unique? Leaders succeed by investing disproportionate energy in trust and preparation. Nemawashi precedes decisions; ringi-sho codifies them; consensus safeguards execution. Staff and clients value “walk the talk” — the leader who shows up at events on weekends, role-plays in morning huddles, and can serve a client in Japanese. Preparation (90) before execution (10) yields the “flawless” client moment. Why do global executives struggle? They over-index on global benchmarks and underweight context. Japanese engagement and NPS scales are conservative; comments carry the gold. Translation nuance matters. Without patient listening, one-to-one conversations, and follow-through, ideas die in the gap between off-site enthusiasm and Monday reality. Is Japan truly risk-averse? Japan is uncertainty-averse more than risk-averse. Teams will pursue bold goals once leaders reduce ambiguity: clarify intent, sequence, owners, and safeguards. Meticulous rehearsal de-risks the last 10 percent. Leaders who frame decisions with transparent dashboards and narratives convert caution into commitment. What leadership style actually works? Respect, transparency, and consistency. Be reachable, empathetic, and specific. Set frames (who/what/when), then empower execution. Build psychological safety in small groups; invite challenge privately if needed. Model shared labour — from packing crates to greeting clients — to accelerate trust and speed up nemawashi. How can technology help? Use technology to enhance, not replace, human theatre. Digital twins of service journeys and decision intelligence dashboards can surface bottlenecks, skill gaps, and best practices. But luxury clients in Japan still choose boutiques for trust, tactility, and tailored advice. Tech should augment coaching (e.g., role-play libraries, analytics), not automate empathy. Does language proficiency matter? Yes — it compresses distance and signals respect. Direct Japanese conversations enable richer feedback loops with staff and clients, reduce reliance on filters, and quicken consensus. Even partial fluency, used consistently, advances trust faster than polished slides. What's the ultimate leadership lesson? Curiosity before conclusions. Listen wide, close the loop visibly, and “walk the talk.” In Japan, leaders who pair empathy with structure turn consensus from a delay into a multiplier, sustaining performance through crises and growth cycles alike. Timecoded Summary [00:00] Geneva to Ginza: Perroton recounts growing up in Switzerland, joining TAG Heuer, and taking a “Japan or nothing” assignment at 24. Early months are brutally hard — no language, cultural isolation — but he refuses to quit, learns Japanese, and discovers the client-facing heartbeat of luxury. [05:20] From FP&A to jewellery: At Richemont he partners with marketing on analytics, then becomes Head of Jewellery for Cartier Japan during a renewal period with new management and local freedom. The move proves that cross-functional fluency (finance + marketing) accelerates leadership range. [12:45] Head office vantage: In Geneva, he coordinates Asian markets as China scales rapidly, building an ex-co network and regional perspective. The exposure to different uncertainty profiles and market maturities seeds his later playbook on framing and consensus. [18:30] Southeast Asia tour: From Singapore, he oversees 12 heterogeneous markets — mature (Singapore), emergent (Vietnam), culturally complex (Indonesia), Anglo-Saxon (Australia). A small, tight team learns to tailor playbooks without losing brand coherence. [23:40] Hong Kong & Macau (2015): He leads the largest subsidiary pre-COVID, where resourcing and pressure are equally high. He calibrates “prepare 90, execute 10” at scale, learning that big markets demand both autonomy and disciplined alignment. [28:10] Piaget Japan: Recruited amid a brand rebuild, he returns to Japan. Eight years deliver wins and setbacks, but the throughline is presence: weekends at events, dinners with clients, and coaching on the floor. He schedules boutique time, blocks calendars, and adapts to two time zones daily. [34:15] Engagement optics: He critiques comparing Japan's NPS/engagement to other countries. Scores are conservative; comments reveal loyalty and exclusivity impulses. The fix: translation nuance, qualitative mining, action plans, and visible follow-through — nemawashi in practice. [40:00] Empowerment engine: Weekly “feedback” meetings make speaking up routine. Small breakfasts surface quieter voices. He supplies frames (owners, timelines) so ideas outlive off-sites. Role-play during chokurei institutionalises learning despite dispersed retail schedules. [45:35] Digital vs. human: E-commerce is smaller in Japan's luxury; clients prioritise tactile experiences and trusted advisors. Technology should serve decision intelligence and coaching, not attempt to automate empathy. [49:50] Resilience & habits: He writes everything down, rehearses speeches in romaji, takes thinking breaks, and resets daily — reframing negatives until a constructive path emerges. The ultimate lesson: curiosity, empathy, structure, and “walk the talk.” Author Credentials Dr. Greg Story, Ph.D. in Japanese Decision-Making, is President of Dale Carnegie Tokyo Training and Adjunct Professor at Griffith University. He is a two-time winner of the Dale Carnegie “One Carnegie Award” (2018, 2021) and recipient of the Griffith University Business School Outstanding Alumnus Award (2012). As a Dale Carnegie Master Trainer, Greg is certified to deliver globally across all leadership, communication, sales, and presentation programs, including Leadership Training for Results. He has written several books, including three best-sellers — Japan Business Mastery, Japan Sales Mastery, and Japan Presentations Mastery — along with Japan Leadership Mastery and How to Stop Wasting Money on Training. His works have also been translated into Japanese, including Za Eigyō (ザ営業), Purezen no Tatsujin (プレゼンの達人), Torēningu de Okane o Muda ni Suru no wa Yamemashō (トレーニングでお金を無駄にするのはやめましょう), and Gendaiban “Hito o Ugokasu” Rīdā (現代版「人を動かす」リーダー). In addition to his books, Greg publishes daily blogs on LinkedIn, Facebook, and Twitter, offering practical insights on leadership, communication, and Japanese business culture. He is also the host of six weekly podcasts, including The Leadership Japan Series, The Sales Japan Series, The Presentations Japan Series, Japan Business Mastery, and Japan's Top Business Interviews. On YouTube, he produces three weekly shows — The Cutting Edge Japan Business Show, Japan Business Mastery, and Japan's Top Business Interviews — which have become leading resources for executives seeking strategies for success in Japan.

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.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über schlechte Zeiten für Bank-Aktien, eine luxuriöse Hoffnung und einen neuen Rüstungs-ETF mit Patent-Bonus. Außerdem geht es um Commerzbank, Deutsche Bank, Delivery Hero, Richemont, Swatch, LVMH, Kering, Alphabet, Amazon, Microsoft, Meta, Xtrackers Europe Defence Technologies ETF (WKN: DBX0W8), Rheinmetall, BAE Systems, Safran, Airbus, Rolls Royce, DSV, VanEck Defense ETF (WKN: A3D9M1), Lockheed Martin, Raytheon, Northrop Grumman, SPDR S&P Europe Defense Vision ETF (WKN: A417ZR), Leonardo, Saab, Thales und Aroundtown. Die Tickets zum Finance Summit am 17. September bekommt ihr 40 Euro günstiger – aber nur mit dem exklusiven Code AAA2025, der ihr unter dem folgenden Link eingeben müsst: https://veranstaltung.businessinsider.de/BN5aLV Außerdem könnt ihr unter diesem Link euer Depot hochladen – und mit etwas Glück wird kein Geringerer als Christian W. Röhl euer Depot beim Summit checken und optimieren. https://form.jotform.com/Product_Unit/formular-finance-summit-depot-check Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

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

Pour cet été je vous propose un pas de côté, plusieurs pas de côté même car je me joins à Pierre Chevelle du podcast Soif de Sens qui propose depuis quelques années pendant les vacances une Podcast Party. L'idée est simple : faire découvrir d'autres podcasts qui me plaisent, qui me nourrissent, qui me font grandir et que j'ai envie de vous faire découvrir. Aujourd'hui, c'est le tour du podcast Nouvel Oeil de Victoria Guillomon que j'écoute régulièrement et qui donne la parole à Blanche de Richemont, une aventurière qui est à la poursuite de la lumière. Un échange vraiment passionnant que je suis content de vous faire découvrir. Bonne écoute. 2030 Glorieuses c'est le podcast des nouvelles croissances. Car non, demain n'est pas foutu ! Oui, le futur peut se révéler être autrement plus enthousiasmant que la période actuelle. À condition de se mettre (enfin) à la hauteur des enjeux de notre siècle…C'est ce que nous explorerons ensemble toutes les deux semaines dans le podcast 2030 Glorieuses. Quelles sont nouvelles croissances qui nous attendent dans la société durable, solidaire et joyeuse de demain ? Avec nos invité·es, nous imaginerons les valeurs fortes qui vont se déployer largement et pour quels bénéfices. Nous évoquerons les indicateurs qui nous permettront de mesurer ces changements souhaitables. Et nous tenterons même de deviner quelles étapes et quelles ruptures ont été nécessaires pour y parvenir. Et pour retrouvez notre galaxie utopiste, rendez-vous sur 2030glorieuses.org. Le podcast est soutenu par La Nef, la coopérative bancaire citoyenne qui soutient depuis plus de 30 ans les porteurs de projets sociaux, écologiques et culturels. Plus d'infos sur lanef.com.

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

US President Trump said they will have straight, simple tariffs of between 15% and 50% on countries, while he added the US is in serious talks with the EU and if they agree to open up to US businesses, US will let them pay lower tariffs.Reports noted that the US and the EU were closing in on a trade deal with a 15% tariff rate, albeit this is yet to be officially confirmed, and White House Trade Adviser Navarro said to take the reports with a pinch of salt.EU member states are set to vote on EUR 93bln of counter-tariffs on US goods on Thursday and a broad majority of EU members would support using the anti-coercion instrument in the event of no US trade deal and US tariffs of 30%.Alphabet (GOOGL) shares rose 1.7% after-market following earnings whilst Tesla (TSLA) slipped 4.4% as CEO Musk warned of “rough times”.APAC stocks mostly extended on gains; European equity futures indicate a higher cash market open with Euro Stoxx 50 futures up 1.3% after the cash market closed with gains of 1.0% on Wednesday.Looking ahead, highlights include Global PMIs, German GfK Consumer Sentiment, US Jobless Claims, Canadian Retail Sales, ECB & CBRT Policy Announcements, Speakers including RBNZ's Conway & ECB President Lagarde, Supply from Italy & US.Earnings from LVMH, BNP Paribas, TotalEnergies, STMicroelectronics, Dassault Systemes, Carrefour, Michelin, BE Semiconductor, Richemont, Nestle, Roche MTU Aero, Deutsche Bank, Lloyds, IG, Reckitt Intel, American Airlines, Blackstone, Dow Chemical, Nasdaq, Union Pacific, Honeywell & Keurig Dr Pepper.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über einen Mega-Deal von Lucid, Billionen-Träume bei Netflix und den Absturz von Jungheinrich. Außerdem geht es um Quantumscape, Bigbear.AI, Aeva Technologies, D-Wave, Archer Aviation, Intuitive Machines, Rocket Lab, AST Spacemobile, Netflix, Disney, ComCast, Warner Brothers Discovery, Uber Technology, Interactive Brokers, TSMC, ASML, PepsiCo, Taiwan Semiconductor, Novartis, Richemont, ABB, Siemens, Salzgitter, Burberry, American Express, Tema Neuroscience and Mental Health ETF (WKN: A408EL), Vertex Pharmaceutical, Eisai, Biogen, Eli Lilly, DexCom, Siemens Healthineers, Johnson&Johnson, Pfizer, Lindbeck, GSK, Atai Life Science, Mind Medicine, iShares Core MSCI World (A0RPWH), Xtrackers MSCI World USD (A1XB5U), Vanguard FTSE All-World USD (A2PKXG), Xtrackers AI & Big Data (A2N6LC), Amundi MSCI World USD (ETF146), Amundi Core Stoxx Europe 600 (LYX0Q0), iShares MSCI ACWI (A1JMDF), Xtrackers II EUR Overnight (DBX0AN), WisdomTree Europe Defence ETF (A40Y9K), HanETF Future of Defence ETF (A3EB9T). Habt Ihr suizidale Gedanken, oder habt Ihr diese bei einem Angehörigen/Bekannten festgestellt? Hilfe bietet die Telefonseelsorge: Anonyme Beratung erhält man rund um die Uhr unter den kostenlosen Nummern 0800 / 111 0 111 und 0800 / 111 0 222. Auch eine Beratung über das Internet ist möglich unter http://www.telefonseelsorge.de. Eine Liste mit bundesweiten Hilfsstellen findet sich auf der Seite der Deutschen Gesellschaft für Suizidprävention. Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Kea Nonyana of Scope Prime discusses the strong ASML results but poor outlook, plus Richemont's good trading update. Siphamandla Buthelezi of NMG Benefits shares insights on retirement and why it's more than just about money. And, BetterBond's Bradd Bendall takes a look at the latest home loan data trends for Q2 2025.

Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings. BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world. And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.

durée : 00:54:17 - Le temps d'un bivouac - par : Daniel FIEVET - Blanche de Richemont nous emmène sur les pistes du Sahara au côté des voyageurs d'hier et d'aujourd'hui qui – comme elle – existent plus fort et voient plus grand dans l'immensité du désert. Vous aimez ce podcast ? Pour écouter tous les autres épisodes sans limite, rendez-vous sur Radio France.

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

Dive headfirst into the surprisingly cutthroat world of luxury watch intellectual property battles where the stakes are as high as the price tags. From Swiss ateliers to Silicon Valley boardrooms, the gloves come off when horological heavyweights defend their creations against customizers, competitors, and counterfeiters alike.When does personalization cross into infringement? The Rolex cases against Artisans de Genève and Becker Time reveal the fine line between owning a watch and owning its identity. We explore how courts have split hairs over modified dials, aftermarket bezels, and what it truly means for a timepiece to be "genuine" in the eyes of trademark law. Meanwhile, Vortic's vintage Hamilton restoration saga offers hope for artisans who respect heritage while creating something new.The battlefield extends beyond physical watches into digital domains. Samsung faced Swatch Group's wrath over app store watch faces mimicking luxury dials, while Richemont convinced courts to make internet service providers block counterfeit websites altogether. Even tech giant Apple wasn't immune when Swatch cheekily registered "Tick Different" and "One More Thing" trademarks, leaving the Cupertino company with no choice but to rebrand their smartwatch.Perhaps most fascinating is Audemars Piguet's global quest to protect their revolutionary Royal Oak design—a struggle revealing how difficult it is to claim exclusive rights to shapes that have defined entire categories. And as watches evolve into health monitors, AliveCor's patent war against Apple Watch's ECG feature shows us what happens when traditional horology collides with cutting-edge medical technology.Whether you're a watch enthusiast, legal professional, or simply fascinated by the intersection of luxury and law, these cases illuminate five timeless principles governing intellectual property in the modern marketplace. Subscribe now for new episodes every Tuesday that decode the intangible yet invaluable assets behind the world's most coveted timepieces.Send us a text

Cette semaine, je suis avec Francis Gouten qui a consacré son parcours professionnel au luxe, essentiellement chez Cartier et chez Piaget, ainsi qu'à la direction de la région Asie-Pacifique du groupe Richemont. Dans les années 50, le luxe a évolué d'un artisanat très exclusif produisant des objets rares et précieux, vers une industrie de masse. En suivant les codes de la mode, l'offre s'est beaucoup développée, et les prix sont devenus plus abordables pour les classes moyennes de beaucoup de pays dans le monde. C'est dans ce contexte que Francis Gouten a commencé sa carrière d'homme de marketing dans les années 70 pour développer des marques comme Cartier et Piaget. Mais pendant son parcours et face à l'adversité, il a développé sa théorie, la théorie du bouchon.  Qu'est-ce que la théorie du bouchon ? C'est la question de la semaine.

One of the real surprises for us at Watches & Wonders was the Baume & Mercier. We'll check out the solid updates to the Clifton collection this week, but today, we've got Andy chatting with Baume & Mercier CEO Michael Guenoun, a Richemont veteran who stepped into the role less than a year ago. From strong updates to core lines like the Riviera and the Clifton, through to 190 years of history, Andy gets the inside scoop on everything B&M. This week's episode has been sponsored by Baume & Mercier. Check out their 2025 collection here.  Long Way Home on Apple TV+ (2:17) Charley Boorman on OT: (4:22) Your Friends & Neighbours on Apple TV+ (5:45) The latest Leica watches are pretty good (6:33) Interview with Baume & Mercier CEO Michael Guenoun (12:35 )   Show Notes: https://www.otpodcast.com.au/show-notes OT: Discord - https://discord.com/invite/X3Vvc9z7aV   How to follow us: https://www.instagram.com/ot.podcast https://www.facebook.com/otpodcastau https://instagram.com/andygreenlive https://instagram.com/fkscholz   Send us an email: otthepodcast@gmail.com   If you liked our podcast - please remember to like/share and subscribe.

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 state of the luxury business through the lens of three major luxury companies that reported earnings this week. Richemont's reliance on jewelry has put the company in a good position as the jewelry sector, despite headwinds, has managed to stay afloat. Meanwhile, Mytheresa, having completed its acquisition of Yoox Net-a-Porter, now has a much larger portfolio of retail companies to manage. So far, the company has been handling it well — CEO Michael Kliger said Mytheresa's positive earnings results made it an outlier in luxury. On the flipside, Chanel has seen a downturn for the first time in a long time. Chanel has over 38,000 employees, 10,000 of whom were hired in the last three years alone. But with profits plummeting 30% last year, Chanel has had layoffs and now a hiring freeze reflecting its slumping sales. Later in the episode, we lay out the tariff playbook, a collection of strategies and methods we've heard from fashion brands about how they're navigating tariff volatility. We lumped these strategies into three broad categories: raising prices, altering the supply chain, and shifting focus to other markets outside of the U.S. We've heard from dozens of brands about all the ways they're approaching these three tactics, including sharing cost increases with manufacturers, using bonded storage to avoid paying harsh duties, lowering SKU counts, moving production to new countries and pausing U.S. orders.