Olieanalytiker: Investorer undervurderer effekterne af krigen i Mellemøsten

Olieprisen er skudt op i marts, og der er ingen udsigt til, at prisen skal falde mærkbart herfra i kurs 90. Prisen skal op over 100 dollar i løbet af efteråret, lyder analysen fra råvareanalytiker Tom Bundgaard, vicepræsident i Expana Markets, der rådgiver om råvarer og metaller.Skulle krigen i Mellemøsten stoppe inden for en måned, vurderer han, at olieprisen fortsat vil ligge højt på grund af logistisk efterslæb.Hør også, hvorfor Johnny Madsen, investeringschef og partner i Formue- & Investeringspleje, er fyr og flamme over både Netcompany og DSV, der begge ifølge ham står solidt i forhold til at udnytte de muligheder, som kunstig intelligens, AI, vil bringe.Hør også Nina Movin, adm. direktør i Otto Mønsteds Fond fortælle om, hvordan hun har handlet på baggrund af urolighederne i Mellemøsten, hvor hun leder efter nye aktiekøb, og hvordan Johnny Madsen ser på Novo Nordisks andet forsøg på at samarbejde med online-apoteket Hims & Hers, der har kopieret Novos vægttabsmedicin. Værter: Gro Høyer Thielst og investorredaktør Simon KirketerpProducer: Peter-Emil WittFølg All Star porteføljen her: https://www.home.saxo/da-dk/campaigns/all-star-portfolio

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