Jan Jenisch, CEO of cement giant LafargeHolcim, talks about the course of business during the Corona crisis, his strategic goals, acquisition policy and the increasing pressure in terms of sustainability.

Jim Bianco, founder and chief strategist of Bianco Research, anticipates a surge in inflation confronting investors with entirely new challenges. He warns of potential market turbulence due to the US presidential election and fears that a second Covid-wave will delay the economic recovery.

The Honorable Kevin Rudd, former Prime Minister of Australia and President of the Asia Society Policy Institute, warns of a progressive decoupling of China from the United States in fields such as trade, direct investment, technology and financial markets.

Gavin Baker, founder and Chief Investment Officer of Atreides Management, spots exciting perspectives for investments in the chip sector. He anticipates a surge in demand due to the rise of artificial intelligence and explains why Taiwan could become geopolitically even more important than the oil rich countries of the Middle East in the 1970s.

Financial Historian Edward Chancellor has never observed more bubbles than over the past 12 years. With central banks underwriting financial markets, they are not even completely irrational. A comeback of inflation would burst them.

Blackstone’s market maven Byron Wien sees a significant correction risk. He warns of rising speculation in the stock market, the vulnerable state of the U.S. economy and possible turmoil in the course of the presidential election. He also shares his views on where he spots opportunities for patient investors.

Albert M. Baehny, Chairman of the Board of Directors and ad interim CEO of the pharmaceutical supplier, talks about the opportunities of the Covid-19 vaccine, the sale of the chemicals business and Lonza's medium and long-term strategy. In one particular segment he wants to grow through acquisitions.