Moelis on Trade War, Fed, M&A and Why He's Bullish on the Gulf

The transcript discusses the current trade story and its implications for M&A, highlighting the strategic shifts companies are making in response to global economic changes. It explores industry-specific M&A considerations, particularly in technology and pharma, and examines the impact of rate cuts on market dynamics. The challenges of European M&A, especially in light of Brexit, are addressed, along with the business focus on the Gulf region and its potential. The importance of long-term strategy in the M&A business is emphasized, with a focus on providing sound advice over short-term gains.

What are the implications of the current trade situation on company strategies?

How has the supply chain been affected by recent trade movements?

What does the speaker mean by a potential 'cold war' in the context of trade?

In what ways might digital assets influence future economic control?

What factors should a company consider before making M&A decisions in the current environment?

How does the speaker assess the current state of the European M&A market?

What are the potential risks and opportunities for UK assets in the current market?