Germany is facing one of its toughest economic moments in decades. We touch base with Netfonds AG chief economist Folker Hellmeyer for a clear look at what’s gone wrong and what might still be saved.



Folker explains why the energy shock together with weak tech leadership have pushed Germany into its deepest downturn since 1949. He also discusses the future of companies such as Volkswagen as well as BASF. Global growth continues shifting toward the United States and the Global South. That has real implications for your investments.



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---- 🗒️ Time Stamps

00:00 Germany’s Crisis and What Sparked It

02:20 Why German Automakers Lost Their Edge

03:37 BMW, VW and the Path Back to Strength

05:45 How the Global South Pulled Ahead Fast

08:35 Europe’s Energy Strategy and Its Failures

11:24 Germany’s Missed Window in Saudi / UAE

12:23 Europe’s Leadership and Policy Weakness

14:00 China’s Rise Across Critical Technologies

17:33 How Global Trade Rules Came Crashing

19:38 Why German Stocks Keep Surging Higher

22:10 German Companies Folker Is Buying Now

25:52 What the ECB Misread on Inflation Shifts

29:37 Trillions in Capital Flows Going to the US

34:48 Liquidity Risk and Market Stability Today

35:52 Are US Stocks Overvalued or Still a Buy?

40:12 Gold, Silver and His 2026 Price Outlooks

45:42 When Germany Gets its Own SWF Fund?

49:10 Final Lessons Plus a Look to the Future

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By hekayaproductions

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets

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