Où investir en 2026 : or, énergie, IA - Charles Gave

Life is a sexually transmitted disease and it will end badly. And so above all, above all, above all, you do not accept one thing: waiting for your freedom and two things: being bothered. Charles Gave occupies a prominent place in the French media landscape. He returns today to take stock of his core beliefs.

I am not aware of a single case of a country returning to budgetary balance through a tax increase. So what should we do now? Charles will talk to us about energy, gold, bonds, and the global political situation. I am collapsing on all sides. As a goat investor, he will also share his main

investment principles. I can't put my cash in euros because you'd have to be crazy. I ca n't put my cash into French bonds because you have to be crazy to do that . So that simply leaves you with two assets that you can acquire. Okay , let's go for round two with the dean of

French finance. We're going to have to open the can of slaps. Hello Charles. Good morning. During our last exchange, uh it was in December 2024, the financial markets were buoyed by a wave of optimism thanks to the election of Trump. A year later, global indices are almost at their historical high and there are still quite a few

geopolitical tensions. One of the issues you've been raising the alarm about for a while now is the global energy situation. Energy demand is exploding, but investment is not keeping pace. Um, during your last visit, you suggested an exposure to an Energy ETF of 15% in a portfolio. However, the global energy stock index

, the MSCI World Energy, has significantly underperformed the famous MSCI World, which is the global index. Finally, what could explain the underperformance? Oh, there are several things that could explain it. Perhaps I was a little too flippant, a little too hasty in saying that last time. The first is that you take the index, I take the SNP