Everything on Investment & Capital Allocation

Platform economy profitability has decoupled from traditional industrial margins, with top U.S. tech firms generating more net income than Europe’s 500 largest companies combined.

Impact: Portfolio managers and corporate treasurers must shift capital toward high-margin digital infrastructure and software ecosystems to align with fundamental earnings distribution trends.

— from VW Crisis, US Exceptionalism, and Strategic Realignment · Leben mit Aktien | Der Podcast für Anleger mit Weitblick· Jul 01, 2026