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Brutális szembeszélben Magyarország: túlzott volt az optimizmus? episode artwork

EPISODE · May 22, 2026 · 34 MIN

Brutális szembeszélben Magyarország: túlzott volt az optimizmus?

from Portfolio Checklist · host Portfolio

A ma beiktatásra kerülő új Fed-elnök inflációs dilemmáiról, a péntek este érkező Moody's-hitelminősítésről, valamint az egyedi pályára került, de a világpolitikai események viharától nem független magyar kamatpályáról beszélgettünk. Vendégünk volt Jobbágy Sándor, a Concorde vezető makroelemzője. Adásunk második részében arról volt szó, milyen új információkat kaptunk a SpaceX IPO-prospektusából a vállalat hamarosan esedékes, történelmi tőzsdére lépéséről, és hogy befektetőként hogyan lesz érdemes figyelnünk a cég részvényeit. Vendégünk volt Kövesy Károly, a Portfolio részvényelemzője. Főbb részek: Intro – (00:00) Fed, kamatok, forint, Moody's – (01:55) SpaceX – (14:47) Tőkepiaci kitekintő – (29:15) Kép forrása: ShutterstockSee omnystudio.com/listener for privacy information.

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Brutális szembeszélben Magyarország: túlzott volt az optimizmus?

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How long is this episode of Portfolio Checklist?

This episode is 34 minutes long.

When was this Portfolio Checklist episode published?

This episode was published on May 22, 2026.

What is this episode about?

A ma beiktatásra kerülő új Fed-elnök inflációs dilemmáiról, a péntek este érkező Moody's-hitelminősítésről, valamint az egyedi pályára került, de a világpolitikai események viharától nem független magyar kamatpályáról beszélgettünk. Vendégünk volt...

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