Er forsvar det ultimative investeringstema? Med Nikolaj Holdt Mikkelsen

from Unge Aktionærers Podcast · host Unge Aktionærer

Vi har besøg af Nikolaj Holdt Mikkelsen, en af landets mest respekterede uafhængige analytikere, til en dybdegående samtale om, hvorfor forsvarssektoren er gået fra at være "det sorte får" til at blive en central søjle i mange porteføljer. Nikolaj forklarer de underliggende drivere, og hvorfor han ser det som et af de stærkeste temaer for de kommende år.Lyt på Youtube for video. Værter: Sejer Stray Christiansen og Axel Schiller

Episode metadata supplied by the publisher feed · Published May 11, 2026

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Er forsvar det ultimative investeringstema? Med Nikolaj Holdt Mikkelsen

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