Traders Talk: Polovodiče táhnou rally, ale mohou bolet ne...

What this episode covers

Americké trhy mají za sebou prudkou rally, kterou podpořilo uklidnění geopolitiky i úspěšné IPO SpaceX. Jenže podle makléře Patria Finance Pala Mokoše nejde o prostředí pro slabé povahy. Největší tahouni trhu zůstávají AI a polovodiče, ale právě tam mohou přijít i nejtvrdší korekce. Které akcie dává smysl aktuálně sledovat a jak je zahrát? Obsah: 00:00:21 Blížíme se konci býčího trhu? 00:02:03 Trh po IPO SpaceX 00:04:06 Začínající renesance cyklických akcií 00:05:57 Akcie v hledáčku Pala Mokoše 00:07:27 Fed pod vedením Warshe

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Frequently Asked Questions

How long is this episode of Patria Podcasts?

This episode is 9 minutes long.

When was this Patria Podcasts episode published?

This episode was published on June 17, 2026.

What is this episode about?

Americké trhy mají za sebou prudkou rally, kterou podpořilo uklidnění geopolitiky i úspěšné IPO SpaceX. Jenže podle makléře Patria Finance Pala Mokoše nejde o prostředí pro slabé povahy. Největší tahouni trhu zůstávají AI a polovodiče, ale právě tam...

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