#51 Wieso empfiehlt BlackRock jetzt Hedgefonds?

What this episode covers

📈 Was erwartet Euch in dieser Folge? ❯ Macro Mayhem – BlackRock erklärt das Ende der Planbarkeit: Mehr Volatilität, mehr Politik, weniger Stabilität: Warum BlackRock das alte Wachstums- und Inflationsregime für beendet erklärt. ❯ BlackRock setzt auf Hedgefonds: Das Investment Institute empfiehlt die größte Portfolio-Umschichtung seiner Geschichte – weg von Bonds & Aktien, hin zu +5 Prozentpunkten Hedgefonds. ❯ The Big Short – Hedgefonds gegen Europas Autobauer: Leerverkäufe gegen OEMs und Zulieferer schießen hoch: Valeo ist unter den meistgeshorteten Aktien Europas. ❯ Makro-Update rund um Powell, Märkte & Deutschland: Zinssenkungssignale aus Jackson Hole, ein heißer September-Datenkalender in den USA, Asien im Chip-Boom und Deutschland im Schneckentempo. Disclaimer: Dieser Podcast dient ausschließlich zu Informationszwecken und ist nicht als Anlageberatung zu verstehen.

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Frequently Asked Questions

How long is this episode of Diversify - Der NAO Private Market Podcast?

This episode is 35 minutes long.

When was this Diversify - Der NAO Private Market Podcast episode published?

This episode was published on September 1, 2025.

What is this episode about?

📈 Was erwartet Euch in dieser Folge? ❯ Macro Mayhem – BlackRock erklärt das Ende der Planbarkeit: Mehr Volatilität, mehr Politik, weniger Stabilität: Warum BlackRock das alte Wachstums- und Inflationsregime für beendet erklärt. ❯ BlackRock setzt...

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