27/10 | Weekvooruitblik met tech-CEO Jeroen Lemaire | Akkoord begroting eindelijk in zicht? | Climaxweek voor Apple, Microsoft, Amazon, Meta & Alphabet | Trump spreekt Xi

Summary

Podcast Summary: De 7 – 27/10/2025

Host: Bert Rymen (De Tijd)
Main Guest: Jeroen Lemaire (CEO, In The Pocket)
Key Topics: Tech Week Preview, EU/US Interest Rates, Magnificent 7 Earnings, Trump in Asia, Biotech Updates, Tectonic Conference

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Episode Overview

This episode of De 7 focuses on pivotal developments in the worlds of technology, economics, and politics as we approach a high-stakes week. Tech CEO Jeroen Lemaire joins to discuss the so-called "Magnificent Seven" tech giants ahead of major earnings, the evolving outlook on interest rates in the US and EU, new market dynamics in the Netherlands, key biotech announcements, Donald Trump’s diplomatic moves in Asia, and the upcoming Tectonic tech conference in Europe.

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1. Tech’s Climax Week: "Magnificent Seven" Tech Giants

(00:18 – 11:10)

• Upcoming Earnings: The world’s biggest technology companies are in the spotlight. Alphabet/Google, Meta, and Microsoft report midweek; Apple and Amazon follow shortly after.
  • "Alphabet Meta and Microsoft Dundat Wunstag Enen Dachlater, Volhydam, Oknoch Apple and Amaz. Is that an." — Financial Analyst (08:00)
• Tesla’s Segment: Tesla remains highly relevant but is now under scrutiny regarding its autonomous ambitions and overall growth prospects.
  • "Tesla World of the Burst Fund Robotaxis Sens Alfred Autos Verkopen and a marked Varman..." — Tech Expert (08:46)
• AI Boom and ‘Meta.com’ Bubble: The conversation highlights the ongoing AI-fueled rally and notes the increased performance of tech stocks, with references to historic tech bubbles.
  • "Meta.com bubble AI rally Hotel websites Opkhlevert." — Tech Expert (09:51)
• Notable Quote:
  • “The CEOs and the millionaires of that moment. And that contrast stirst met Asia of duvies the respective looks 1 wave of 3% wave and 3%...” — Tech Expert (02:07)

Timestamps:

• Earnings Week Outline: 08:00–11:10
• AI & Tech Stock Rally: 09:51

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2. Macro-Economic Outlook: Interest Rates in the US & EU

(11:10 – 12:38)

• Fed Lowers Interest Rate: The US Federal Reserve announces a decrease, signaling ongoing concerns about economic balance.
  • "In support of our goals...the Federal Open Market Committee decided to lower our policy interest rate by a quarter percentage point." — Economist (11:10)
  • "Lower the interest rate Sprecht Fed for sitter Jerome Powell..." — Financial Analyst (11:20)
• ECB Holds Steady: In contrast, the European Central Bank opts to maintain current rates.
  • "Governing council today decided to keep the three key ECB Interest rates unchanged." — Tech Expert (12:17)
• Market Response: Discussion on cost pressures faced by the digital sector and the differential impact of monetary policies between the US and Europe.

Timestamps:

• Fed & ECB Policies: 11:10–12:38

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3. Dutch & European Market Developments

(02:07 – 08:00)

• New Real Estate Platform: Discussion about a new Dutch property app and emerging market trends (Immobilien app), alongside an exploration of shifting political landscapes.
  • "app opened Dan Veronica at Politika Landscap in Netherland is met Verteyen and on the PVV." — Tech Expert (02:07)
• Tradition vs Innovation: Insights into how old and new sectors are in tension as tech companies expand into traditional strongholds (Germany, France, Netherlands).

Timestamps:

• Dutch Tech & Real Estate: 02:07–08:00

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4. Biotech and Pharma Headlines

(13:18 – 15:13)

• Magnificent 7 Belgian Businesses: Belgian standouts include auto tech company Melexis (Wednesday results), biotech firm Argenx (Thursday), beer giant Ab InBev, and more.
  • "Over the magnificent 7 bell Hise bedrijfe oponsa warunder die van 3 bell Twentigers autochep ontwerper milexis..." — Financial Analyst (13:18)
• AI & Science’s Intersection: Reference to major advances by AI models (AlphaFold2), and their central role in life sciences.
  • "That's an AI model had twickled that lagged opentau model who bought his walls in chatgpt... om dat taunt the wardevan AI in life sciences." — Tech Expert (13:56)
• Sustainability Concerns: Brief mention of unsustainable tariffs and the need for innovation.
  • "We're at 157% tariff for them. I don't think that's sustainable for them and they want to get that down." — Economist (15:13)

Timestamps:

• Belgian Biotech Roundup: 13:18–15:13

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5. Global Politics: Trump’s Asia Tour

(15:39 – 17:02)

• Trump in Beijing & Malaysia: Former US President Donald Trump is in Asia, possibly laying the groundwork for a major summit or trade talks with Xi Jinping.
  • "Trump is in Asia vortwedto Beijing is der in Malaysia." — Financial Analyst (15:39)
• Speculation on US-China Relations: The potential for renewed US-China dialogue and the significance for global markets are discussed.
  • "Martok is the ontmuting opsichen Adam pause in an etterende handels ohr loch son und onser politike..." — Financial Analyst (17:02)

Timestamps:

• Trump in Asia: 15:39–17:02

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6. Tectonic Tech Conference Preview

(17:36 – 19:31)

• About the Event: "Tectonic" is a major upcoming European conference in November in Ghent, focused on startups, AI, and Europe’s digital trajectory.
  • "Tectonic is in twidakse tech conference in the 20 circus of faith and this november..." — Tech Expert (17:36)
• Key Speakers & Themes:
  • Panelists include leading European tech figures (e.g., Olivier Onclair, Ann Marie Sassen, Maya Noel, Saskatcheina Kerpu).
  • Emphasis on AI innovation, public good, and Europe’s positioning relative to the US and China.
• Notable Quote:
  • "Tectonic ruppen as a conferencie for startups bedraven and overheaden ometerhaben over AI and over at europesit tech and AI rolled alsemball tectonic vertrekt vanity technologies omet over the two comps to happen..." — Tech Expert (17:36)

Timestamps:

• Conference Preview: 17:36–19:31

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Notable Quotes & Memorable Moments

• On AI in Life Sciences:
  "The versuning van dwe Wiralden de tukumstes AI onderzukers Demis Hasabis and John Jumper al the Nobel Prize for himi omdats alphafold2 and AI on twickel dendestructur von protein..." — Tech Expert (13:56)
• On Fed Policy Shift:
  "The Federal Open Market Committee decided to lower our policy interest rate by a quarter percentage point." — Economist (11:10)
• On US-China Political Theater:
  "Martok is the ontmuting opsichen Adam pause in an etterende handels ohr loch... Donald Trump and Xi Jinping Winter circus." — Financial Analyst (17:02)
• On European Tech’s Moment:
  "Tectonic vertrekt vanity technologies omet over the two comps to happen yeah the who's who the tech world verwachten as well up at podium..." — Tech Expert (17:36)

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Conclusion

This episode previews a week set to reshape technology and economic landscapes, with high-profile earnings, monetary policy shifts, and global diplomatic overtures all in play. The episode’s lively exchanges convey the gravity and excitement in the air as listeners are equipped to follow key developments in business, technology, and global affairs.

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Transcript

[Moderator]

Next welcome ber the sewer founded that elkhedag.

[Financial Analyst]

In Vanuctent is that Jeroen Lemaire CEO van in the pocket over the Buchroding the Druk Verhtal Magnificent seven and three in Nederland Nieuwe rentabelsleute in America in Europa Deris van Donald Trump dor Asia in a technologie conference Currency in hand this Mandach 7 on the 20th of October welcome.

[Moderator]

The saver from the dead.

[Tech Expert]

Well, from what you heard is it new? And the federal Overhead magazine context and at Fate Partners a Corp Obdur dastenthate indit VERHALE TERAPEN the CEOs and the millionaires of that moment. And at contrast stirst met Asia of duvies the respective looks 1 wave of 3% wave and 3%. Yeah, well in the pocket heift investing in Amsterdam Frankreg and Deutschland Ogdar Sande Centrum Parte and Anderdrug die traditionelle Parte die controller in the Naratif Nitmir in Netherland is Mihrasi Op Nu and Karen Tema Mar og betal Barwonen is in store for the Nederlander Asher Elinson Nederlands Immobilien app opened Dan Veronica at Politika Landscap in Netherland is met Verteyen and on the PVV.

[Financial Analyst]

Alphabet Meta and Microsoft Dundat Wunstag Enen Dachlater, Volhydam, Oknoch Apple and Amaz. Is that an.

[Tech Expert]

Tesla World of the Burst Fund Robotaxis Sens Alfred Autos Verkopen and a marked Varman Select Vermohen Rebreg and Ander Mir.

[Financial Analyst]

And Alphabet.

[Tech Expert]

Internet cloud technology Mobile Harderstechen the Bedulink van Aldi invested effective of the Omset and that kind of and that's how the Meta.com bubble AI rally Hotel websites Opkhlevert.

[Financial Analyst]

Alphabet Meta and Microsoft and Dan Thunderdag Apple and Amazon in the last extra offlifering van der Zeven Vlaes indeed podcast Canal.

[Economist]

In support of our goals and in light of the shift in the balance of risks today the Federal Open Market Committee decided to lower our policy interest rate by a quarter percentage point.

[Financial Analyst]

Lower the interest rate Sprecht Fed for sitter Jerome Powell Volken unzakte self Deborah Central bank en verbachtvort dat.

[Tech Expert]

The Fed finned jobs moment.

[Financial Analyst]

Central Bank Comte Daysweek met a new rentable slide in the vsworth to Schwarzschieiningenverlaching in Europa worded the.

[Tech Expert]

Governing council today decided to keep the three key ECB Interest rates unchanged.

[Financial Analyst]

Unchanged April cent Volkantok under the DUL selling van vap Dalen unchanged. This in Europa Martok.

[Tech Expert]

Ok. Optavol irun derme well mn sector is the long cost. The ban cost for digital spillers is a result of the Mitchell bank earthquake and automatise index 100 yard 3 and 20 while in the index made an alpha percent bedroom.

[Financial Analyst]

Over the magnificent 7 bell Hise bedrijfe oponsa warunder die van 3 bell Twentigers autochep ontwerper milexis kommt wundstag ciphers Biotech Bedijf Argenics & Bir Brauer Abbe InBev presenter die.

[Tech Expert]

Biotech world Oxysmir digitalotech and that fascinated me. The Witi Yassin and the early mayors Macaplass for hoodies and laptops as you will metopnew and hofdrel for AI. Yeah Agenar Silicon Valley Keiktan danzeedat de versuning van dwe Wiralden de tukumstes AI onderzukers Demis Hasabis and John Jumper al the Nobel Prize for himi omdats alphafold2 and AI on twickel dendestructur von protein and voorhevik was news fund Google. That's an AI model had twickled that lagged opentau model who bought his walls in chatgpt Maritmarket and source van sinnen om erena data van zelentubish nidhil mahutoit maritisuvit nulangwarhal kort did AI model have the newer conquer behind ring on tact and that taunt the wardevan AI in life sciences. That's the mir Anders.

[Financial Analyst]

Okay, fingers crossed. And argenics duss deciphers donderdag natalse Abbe inbev divan melexis dropes Wunstag.

[Economist]

We're at 157% tariff for them. I don't think that's sustainable for them and they want to get that down.

[Financial Analyst]

Trump is in Asia vortwedto Beijing is der in Malaysia.

[Tech Expert]

That marked him over spellbar. As I was waiting further hoping that Trump bro Bert om sina lostweke van Rusland American's media Britten in and under darovermar that is of new host onseekr.

[Financial Analyst]

Yeah. In the dad Martok is the ontmuting opsichen Adam pause in an etterende handels ohr loch son und onser politike beiterant redaktur ericet opponse site die topotmutting Donald Trump and Xi Jinping Winter circus.

[Tech Expert]

Yeah tectonic is in twidakse tech conference in the 20 circus of faith and this november prohorama amamir dan faith spreakers and tindalen pitch in the startups statsens van daj integral of the website yeah tectonic ruppen as a conferencie for startups bedraven and overheaden ometerhaben over AI and over at europesit tech and AI rolled alsemball tectonic vertrekt vanity technologies omet over the two comps to happen yeah the who's who the tech world verwachten as well up at podium aster sedgasten ikexlwert naran panel bouvur built over Europe met Olivier Onclair van Belfius Ann Marie Sassen van the European Innovation Council and Maya Noel the CEO van France digital Moroccan keynote van saskatcheina kerpu voorbilt deutsche top manager the now marked as AI expert buyer a new basebringer nature wires AI in zetom waiters helpers to help obey onderzug and publicasi.

[Financial Analyst]

Winter circus and heil feine amandach.

[Moderator]

This was the Zeva met Rohan van Eyck produxi dorioris van der Porter van ob de reduxee van der tet bed tools petrobeukar auf emagbe u werke efficenter ICT integrassie en lucale expertise that is also holistic tech ampak proximus next.