DEUTSCHE BANK Ozan Tarman ile Londra'dan Global Macro Dinner | Fed, Altın, Petrol, Yapay Zeka

In this exclusive interview conducted at Deutsche Bank's London headquarters, Artunç Kocabalkan speaks with Deutsche Bank Global Macro Strategist Ozan Tarman about the future of the global economy, financial markets, and the investment world. This episode covers: • Behind the scenes of the Global Macro Dinner • Fed interest rate policies • The US economy • The AI ​​rally • Oil prices • Iran-Israel tensions • Gold • Bond markets • Hedge funds • Investment strategies of large funds • Trump policies • Many important topics such as the World Cup, sports economics, and the financial system are discussed. Ozan Tarman shares his current observations from his meetings with the world's largest fund managers at Deutsche Bank, while also evaluating the dynamics behind the visible face of the markets. BSEkonomi Memberships and Training Programs 📈 *Golden Swan Premium Membership* https://bsekonomi.com/magaza/ 🌍 *The Economist Turkish Annual Subscription* https://bsekonomi.com/urun/the-econom... 🎓 *Artunç Kocabalkan Training Programs* https://bsekonomi.com/urun/egitim-der... 🎤 *Economist Talks* https://bsekonomi.com/ekonomiyi-okumak/) 🌐 *BSEkonomi Official Website* https://www.bsekonomi.com 📲 You can visit our website to join our WhatsApp and Telegram analysis groups. Weekly Technical Analysis Forex Gold US Stock Markets ETF BIST Crypto Macroeconomic analyses are shared exclusively with our members. ⚠️ The assessments here are not investment advice. 00:00 Introduction and Deutsche Bank London meeting 00:35 How did the Global Macro Dinner originate? 02:40 Global finance at the pace of Formula 1 03:37 Noise? How to find the real signal? 04:30 Who really drives the markets? 05:25 The "House Always Wins" logic 06:10 The AI ​​rally and the US economy 08:40 Manipulation debates in the oil market 09:35 How do hedge funds and big money think? 10:40 Why didn't oil reach $150-200? 12:05 Long-term investment or short-term trading? 13:40 How do large funds position themselves? 15:05 Risk management and portfolio allocation 16:00 How do central banks manage markets? 17:00 Greenspan, the Fed, and Forward Guidance 18:35 Global Market Expectations for 2026 20:20 Artificial Intelligence, Bonds, and the New Market Narrative 22:15 Dollar, Euro, and Emerging Markets 24:45 Sports, Finance, and Investment Psychology 26:30 World Cup, FIFA, and the Impact of America 29:20 World Cup Favorites 30:05 Closing Deutsche Bank London Ozan Tarman Interview Global Macro Dinner Global Economic Analysis Fed Interest Rate Decision US Treasury Yields Oil Price Forecast Gold Forecast AI Stocks Hedge Fund Strategies Wall Street Analysis World Economy Macro Strategy Finance Podcast Economics Podcast Artunç Kocabalkan BS Economics Gold Swan