https://www.youtube.com/watch?v=aw0O2MRlm2oIn the latest 9 TO 5 Live episode, François Savary joins Mark Williams to discuss the positive developments surrounding Nestlé — from its new leadership and strategic restructuring to the strong rebound of its stock. 🔎 Key takeaways: Nestlé’s stock recovery signals a potential turnaround Restructuring and management changes are reshaping its future …

https://www.youtube.com/watch?v=KC47WY_uC8Q🌏 USA and China Tariffs Stand-Off. Again. In the latest 9 TO 5 Live episode, François Savary joins Mark Williams to unpack the renewed tensions between the US and China, and their impact on markets. 🔎 Key takeaways: Rare earth minerals are at the heart of the US-China power struggle The trade war is…

https://www.youtube.com/watch?v=nW_iS_IyIW0&t=10sAs we enter the final quarter of the year, François Savary joins Mark Williams on 9 TO 5 Live to discuss how investors can rebalance and strengthen their portfolios for the months ahead. 🔎 Key insights: The best portfolio is a balanced one The main scenario remains a soft landing for the economy …

https://www.youtube.com/watch?v=0hzNEey7fYsIn the latest 9 TO 5 Live episode, François Savary joins Mark Williams to explore the risks and implications of recent bankruptcies in the private debt sector. 🔎 Key insights discussed: Growth of the private debt market since the 2008 crisis Warning signs from recent bankruptcies Rising risks in consumer credit (student loans,…

https://www.youtube.com/watch?v=q-aJMXx-AXg&t=18sIn the latest episode of 9 TO 5 Live, François Savary and Mark Williams dive into the impact of recent US job data on global markets. 🔎 Discussion highlights: Why jobless claims are more reliable than non-farm payrolls Sensitivity of the bond market to employment data Dollar strength expected against the euro …

https://www.youtube.com/watch?v=hYaUQxq7GCcIn the latest 9 TO 5 Live conversation, François Savary and Mark Williams explore how the rise of artificial intelligence is reshaping the global energy landscape. 🔎 Key insights: AI’s rapid growth is driving unprecedented electricity demand Nuclear provides a stable, 24/7 energy source compared to renewables Investment strategies must integrate diversified energy…

https://www.youtube.com/watch?v=XkWiOftDynA🇫🇷 France on the Brink: Unpacking the Motion of No Confidence In the latest episode of 9 TO 5 Live, François Savary joins Mark Williams to analyze the fragile political and economic backdrop in France and beyond. 🔎 Key themes discussed: The motion of no confidence in France and its potential political consequences Why…

https://www.youtube.com/watch?v=orXvv1MrfaQIn this latest episode, François Savary, CIO at GENVIL, joins Mark Williams to discuss the remarkable surge in gold prices and the outlook for 2026. They explore the impact of interest rates, inflation trends, tariffs, and share strategies to navigate the historically challenging months of September and October in the financial markets. 🔍 Key Takeaways:…

https://www.youtube.com/watch?v=rClH3ggYcAAIn this episode, François Savary, CIO at GENVIL, discusses with Mark Williams the recent US economic data, focusing on the disappointing non-farm payroll numbers and their implications for the market. The conversation also explores interest rate cuts, the future of the US dollar, the long-term effects of tariffs on job creation, and the significant impact…

https://www.youtube.com/watch?v=zz8FGyEOf-MIn this insightful episode, François Savary, CIO at GENVIL, discusses with Mark Williams the EU-US trade agreement and its impact on financial markets. Although criticized, the agreement remains a necessary compromise in the current economic context. They also dive into the earnings season, interest rates, and the pressure on the US dollar. 🔍 Key Takeaways:…

https://www.youtube.com/watch?v=RqOcqF8EQPkIn this new episode of 9 TO 5 Live, François Savary (CIO, GENVIL SA) and Mark Williams unpack the rising geopolitical tensions between the United States and Iran — and why global markets have remained surprisingly calm. Key discussion points: The oil market is central to geopolitical risk Outlook for the US dollar and potential…

https://youtu.be/q4gLylFzioA?si=fo5U1-CKczkzXNev🎙️ Elon Musk Dislikes Tax Cuts, but Markets May Love Them – François Savary & Mark Williams on 9 TO 5 Live In this new episode, François Savary (CIO, GENVIL SA) and Mark Williams break down the latest market dynamics: ➡️ Tax cuts, trade talks, and tariffs are back in focus ➡️ US markets are…