Der große Unterschied zu 2008 - Themencheck mit Robert Halver

from Bernecker Opinion · host Bernecker Börsenbriefe

Podcast-Variante des Themenchecks rund um Aktienmarkt, Kapitalmarkt und Börse von Walter Tissen (Bernecker.TV) mit Robert Halver, Leiter der Kapitalmarktanalyse bei der Baader Bank. Sendung vom 22.03.2023. Schlaglichter: ++ Vertrauen als entscheidendes Asset in der Bankenwelt ++ Wichtiger Unterschied zu 2008 ++ Aus zwei Elefanten wird ein Mammut ++ Risiken und Nebenwirkungen ++ 4 % Inflation als neues "Normallevel"? ++ Negative Realrenditen als Chance für Sachkapital? ++ Kreditvergabe als Tangente von Bankenmalaise und Realwirtschaft ++ Zwangsgebäudesanierung als Risikofaktor ++ Zinsperspektive als Plusfaktor für HighTech und Wachstumswerte? ++ Auch zyklische Werte nicht vergessen! Website von Robert Halver: https://www.roberthalver.de/ ======= Informationen zu Bernecker.TV: https://bernecker.info/product?id=43 ======= Anmeldung zum kostenlosen Experten-Newsletter der Bernecker-Redaktion über unsere Website: https://www.bernecker.info/newsletter

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This episode was published on March 25, 2023.

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