Nem az a kérdés, hogy lufi-e az AI-boom, hanem, hogy mikor lesz vége

from Portfolio Checklist · host Portfolio

A mesterséges intelligencia területén zajló beruházási hullám már meghaladta minden korábbi infrastrukturális fejlesztés nagyságát a világtörténelemben. Ennek legújabb fejleményei emlékeztettek a szerencsejátékok legvadabb időszakaira is. Jónap Richárddal, a Concorde Értékpapír tartalomfejlesztési igazgatójával egy 2014-es ázsiai eseménysorozat analógiáján keresztül mutattuk be, hol tart most ez a boom, és milyen módon zárulhat le. A műsor második felében Kaszab Balázzsal, a Portfolio részvény rovatának elemzőjével vettük át az európai védelmi ipar cégeinek árfolyam-alakulását és a bennük rejlő növekedési potenciált. Főbb részek: Intro – (00:00) Mesterséges intelligencia-boom – (01:41) Makronaptár – (15:11) Európai védelmi ipar – (27:36) A kép illusztráció. Kép forrása: PortfolioSee omnystudio.com/listener for privacy information.

NOW PLAYING

0:00 29:21

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

GAG561: Priesterkönig Johannes

Jun 24, 2026 ·59m

The Google Maps of Heat Loss with Lucy Lyons, Co-founder & CEO of Kestrix

Jun 18, 2026 ·33m

GAG560: HB07 – Mit dem Finger auf der Landkarte und Wie das Floß der Medusa entstand

Jun 17, 2026 ·56m

GAG559: Vergil oder Wie ein Epos entsteht

Jun 10, 2026 ·66m

GAG558: Devisen für die DDR

Jun 3, 2026 ·50m

Dividenden, Weltreise, kein Angestelltenjob: Warum Ingo Scholtz (Mission Cashflow) trotzdem nicht von finanzieller Freiheit spricht

Jun 2, 2026 ·91m

Similar Podcasts

Capital Ideas Podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures. Remote Empire Academy Steve Class Remote Empire Academy PodcastDo you want to build a 7-figure real estate empire while living life on your terms? Welcome to Remote Real Estate Success, where we teach digital nomads and location-independent entrepreneurs how to invest in and manage properties from anywhere in the world.This isn't your typical business podcast. I’m Steve Calascione, and I don’t deal in fluff. Each episode is packed with real-world strategies, expert interviews, and actionable steps to help you scale your remote real estate portfolio. Whether you're traveling across the globe or working from your dream location, I’ll show you how to source lucrative properties, automate property management, and build a passive income stream—all while embracing the freedom of the nomadic lifestyle.As someone who’s successfully built multiple businesses, including a real estate brokerage and a property management firm, I’ve scaled my portfolio to manage over $50 million in assets—all remotely. Now, I’m sharing those sam The Modern Stock & Options Trading Show Russ Mathews Welcome to the Modern Stock and Options Trading Show. This is the podcast where portfolio manager and professional investment educator, Russ Mathews, shows you how to trade with an edge in today's markets. To powerfully BOOST your portfolio and manage the downside risk. Financial Decoder Charles Schwab Cognitive and emotional biases can have a big impact on your financial life. Each episode of Financial Decoder looks closely at one financial decision--and the biases that might cloud your judgment and cost you money. Host Mark Riepe, head of the Schwab Center for Financial Research, decodes the behavioral and psychological factors at play and shares strategies designed to improve the way you approach financial crossroads. Other experts join Mark to provide their unique perspective on behavioral economics, portfolio management, retirement planning, personal finance and more.Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options.

Frequently Asked Questions

How long is this episode of Portfolio Checklist?

This episode is 29 minutes long.

When was this Portfolio Checklist episode published?

This episode was published on October 20, 2025.

What is this episode about?

Can I download this Portfolio Checklist episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!