La GUERRE à Ormuz va avoir de graves conséquences ! Replay Live 19/07/26

We must now assume that the Strait of Hormuz will remain closed for the long term. The economic and then stock market impacts will be numerous. We therefore discussed the consequences of a lasting closure of Hormuz. I also addressed current events in France, marked by a sudden and widespread realization of the state of our public finances. I presented the solutions available to France to get out of this situation. I also discussed IBM's worst day on the stock market in its history, Netflix's results, and the pressure on the AI ​​and semiconductor sectors. 🔴 Join me every Sunday at 6 p.m. for a live session on YouTube where I answer all your economic, political, and financial questions. Subscribe to my YouTube channel so you don't miss the next ones. If you want to receive 3% gross on your cash with no strings attached, receive 1% free savings on your spending, and start investing long-term with no fees in a French equity savings plan (PEA): ➡️ €20 in ETFs offered on Trade Republic: https://trade.re/Matthias20 I am a Senior Advisor for Trade Republic, and therefore have an ongoing business relationship with them. Conditions apply to receive the €20 in ETFs: you must deposit €100 and make your first 3 investments. - ➡️ Link to my new activity book: https://urls.fr/iIIiO4 ➡️ Link to my book "Take Control of Your Money": https://urlr.me/QAvqKY - 🎧 Find my content as podcasts: Spotify: https://open.spotify.com/show/033mghG... Apple Podcasts: https://podcasts.apple.com/podcast/id... Deezer: https://www.deezer.com/show/1003112821 Amazon Music: https://music.amazon.fr/podcasts/3c90... - ➡️ More content: https://linktr.ee/matbaccino Find me on social media! Instagram:   / matthiasbaccino   X:   / matthiasbaccino   LinkedIn:   / matthias-baccino   TikTok:   / matthiasbaccinotr   Facebook:   / matthias.baccino   CHAPTERS: 00:00:00 Intro and summary of the live stream 00:03:29 Markets: Iran/Hormuz context, semiconductor correction, sector rotation 00:15:46 Content and question of the week 00:20:50 Good news/bad news 00:23:47 Case study: margin calls in Korea, IBM, Netflix, earnings education 00:30:30 ETF of the week (CSI 300 China) & quote Babeau 00:35:00 The "No Landing" and Long-Term Consequences of the Closure of the Strait of Hormuz 00:45:33 Answer to Question of the Week 00:55:39 Media Conclusion, Recommendations 01:00:42 Bernard Arnault's 10 Tips 01:07:50 Weekly Agenda This is not investment advice. Investing carries the risk of losing money. Not investing carries the risk of losing purchasing power. The only thing that isn't risky is educating yourself. Take control of your money! Disclaimer: This work is a private publication of the author. All statements are solely attributable to the author and do not represent the views or statements of Trade Republic Bank GmbH. Co-production /Influx - https://www.influxcrew.com © 2026 Matthias Baccino | All rights reserved.