What podcasts say about Daniel Müller

Every statement, with the speaker, the exact quote and the moment it was said.

What Daniel Müller has said on podcasts

15 statements · 9 positive · 5 negative · 1 neutral

on LVMH and Hermès valuationsPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
LVMH and Hermès have become more attractive after reaching historically low valuations.
“both stocks have become arguably even more attractive as they have kept dropping and have now reached historical valuation lows”
Listen at 0:35
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Personal luxury goods marketNegativeOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The personal luxury goods market is shrinking by $5–6 billion annually.
“the market size is about $360 billion. But even that market is shrinking by about $5 to $6 billion per year since the end of 2023.”
Listen at 5:30
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Luxury industry customersNegativeOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Luxury customers fell from 400 million in 2022 to 330–340 million in 2025.
“the luxury industry had about 400 million customers in 2022 and now it's about 330 to 340 million in 2025”
Listen at 8:27
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Luxury jewelry versus fashionPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Jewelry is outperforming fashion within luxury markets.
“one differentiating factor, if you want to compare those businesses, seems to be that jewelry is doing a lot better than fashion”
Listen at 12:47
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Brunello CucinelliPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Brunello Cucinelli continued growing despite luxury-market weakness.
“Guccinelli was unfazed by the recent struggles in the luxury market and just kept growing nicely.”
Listen at 16:28
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Chinese home pricesNegativeOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Chinese home prices have fallen for four years and lack a clear recovery endpoint.
“home prices have been basically falling for four years now. And there's also not really an end in sight yet.”
Listen at 34:49
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Gold jewelry in ChinaPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Chinese consumers increasingly favor gold jewelry for value retention.
“if you're a consumer and you're more interested in buying something that actually holds value and perhaps even increases in value, you probably went for gold jewelry”
Listen at 38:13
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Middle East luxury spendingNeutralOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Middle East represents only 5–10% of luxury-market spending.
“the Middle East is only about 5% to 10% of the luxury marketer's spending in general”
Listen at 45:49
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on LVMH wine and spiritsNegativeOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
LVMH’s wine-and-spirits business will lose volume and underperform.
“I would still believe that there will be lost volume overall. And that part of the business won't do too well.”
Listen at 58:05
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on HermèsPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Hermès is unlikely to face major structural problems.
“especially for MS, which is actually why I prefer MS in general, I don't expect any bigger problems.”
Listen at 1:02:57
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on European luxury stocksPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
European luxury stocks historically outperform 9–12% after consumer-confidence bottoms.
“European luxury stocks have outperformed the market by 9% to 12% in the 12 months following a consumer confidence bottom.”
Listen at 1:07:17
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Hermès sharesPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Hermès shares could return 12–13% at €1,300 under Daniel’s assumptions.
“at a price of about 1300 euros per share, I think we could expect a 12 to 13% return given these assumptions.”
Listen at 1:09:20
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on LVMHNegativeOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Daniel does not currently consider LVMH investable for himself.
“I think LVMH is more or less out of question for me personally.”
Listen at 1:11:24
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on Hermès versus LVMHPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Hermès is the better long-term company compared with LVMH.
“MS just proves to be a better company in the long term”
Listen at 1:12:26
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley
on LVMH and Hermès brandsPositiveOct 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
LVMH and Hermès brands are highly likely to survive.
“I'm highly confident the brands will survive for us personally”
Listen at 1:18:15
Open the episode · TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.