# En portefeuille : Marchés, quelle stratégie pour le second semestre ? - 01/07

Page: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-march-s-quelle-strat-gie-pour-le-second-semestre-01-07
Text version: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-march-s-quelle-strat-gie-pour-le-second-semestre-01-07.md
Podcast: [Good Morning Market](https://stenobird.com/podcast/good-morning-market-7464462)
Published: 2026-07-01T07:32:23+00:00
Episode link: https://good-morning-market.simplecast.com/episodes/en-portefeuille-marches-quelle-strategie-pour-le-second-semestre-01-07-dWaw5xCD
Audio file: https://altice.simplecastaudio.com/7a17e035-3944-4412-bc56-55d8aa30eda0/episodes/1d153b92-6612-408e-b11f-a3fdc07061a4/audio/128/default.mp3?aid=rss_feed&awCollectionId=7a17e035-3944-4412-bc56-55d8aa30eda0&awEpisodeId=1d153b92-6612-408e-b11f-a3fdc07061a4&category=News%2CBusiness&episode_published_at=2026-07-01T07%3A32%3A23&episode_title=En+portefeuille+%3A+March%C3%A9s%2C+quelle+strat%C3%A9gie+pour+le+second+semestre+%3F+-+01%2F07&feed=sVEs0xXC&network=291091218710&podcast_title=Good+Morning+Market
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Duration seconds: 595

## Resource

Ce mercredi 1er juillet, la trajectoire des marchés ces dernières semaines, la dynamique exceptionnelle du Nasdaq au cours du deuxième trimestre avec sa hausse continue, ont été abordée par Raphaël Thuin, directeur des stratégies de marchés de capitaux chez Tikehau Capital, dans l'émission Good Morning Market sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

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