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Fondsmanager Beckers: Die SaaSpocalypse hat reale Gründe

EPISODE · Mar 5, 2026 · 25 MIN

Fondsmanager Beckers: Die SaaSpocalypse hat reale Gründe

from Beckers Bets · host Christoph Damm, Jan Beckers

In dieser Ausgabe sprechen Jan und Christoph über die Erschütterungen an den Märkten und was dahinter steckt. Zum einen ordnet Jan den Iran-Krieg ein: kurzfristig Unsicherheit, aber mittelfristig womöglich mehr Chancen als Risiken. Außerdem erklärt er, warum er Zinssenkungen trotz steigender Ölpreise weiterhin für realistisch hält.

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Fondsmanager Beckers: Die SaaSpocalypse hat reale Gründe

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