Ozan Tarman
speaker
716 appearances
2 recordings
1 series
first heard Apr 2025
last heard Sep 2025
Ozan Tarman’s voice in public audio — every appearance, attributed to the second.
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Appearances
What continues to help is of course in
Institutions decreasing their exposure to US.
Like hindsight, I said rightly on that April 16, nothing to end the US private side exceptionalism.
Nvidia's Microsoft so far are fighting back the threats of Deep Seek, even though champion of the year is China Tech in terms of performance.
Mm.
But from Asia to Nordics, big, big funds are reducing their dollar exposure a little bit.
Seventy to sixty-five, sixty to fifty-five.
That makes a difference.
That made a difference.
Completely correct.
And honestly, I was a little bit skeptic.
I wasn't sure if you told me, Ozan, this year, this big surge in back in Nibidia, Microsoft won't happen, then I would feel even more comfortable with the short-teller position.
But uh Magnificent Seven roared.
Yeah.
It may even pass Mega.
Despite that, the leaders also remaining soft.
So whether I was skeptical or not, what you explained is happening.
But I think for the next legs, ours included a lot of by Ancel side are calling for one twenty, one twenty two light levels.
You need now the European side of the story or whoever you want to talk about, Japan, China, the lagger side of the story.
FX is too legged.
Showing 141–160 of 716 · page 8 of 36
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