Jörn "Joe" Menninger
speaker
1,749 appearances
8 recordings
1 series
first heard May 2026
last heard 13 Aug
Jörn "Joe" Menninger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.
Appearances
Before we go any further, a note on our method.
This review covers January 1st through June 30th, 2026 with a few glimpse into July.
It builds on our Q1 review from March this year.
If you have not listened to that episode, I would recommend it, because the argument here extends directly from the conclusions we drew three months ago.
The geographic focus is Germany, Austria and Switzerland, with European transactions included, where they materially affect
companies, investors or policy in those markets.
All rankings and percentages use a hard June 30th cut-off.
Major July announcements including housing and Proxima Fusion are discussed separately as a post-period confirmation.
Announced transactions are labeled as announced completed transactions or
labeled as, you can guess it, completed.
Where the companies report different kinds of profitability, net income, EBITDA, operating, those distinctions are also preserved.
This is not your usual deal roundup.
It's a structural argument supported by evidence.
Our Q1 prediction tracker.
Before we go into structural details, accountability.
In Q1, I made three calls.
Let me tell you how they held up.
First, I said capital was concentrating into fewer bigger bets, filtered by perceived necessity.
I would say this is confirmed.
Six out of the eight largest rounds in H1 went to strategic necessity sectors.
Showing 601–620 of 1,749 · page 31 of 88
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