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Vámháború, növekedési katasztrófa, igazságtalan adórendszer – Hallgatói kérdésekre válaszoltunk

EPISODE · Mar 15, 2025 · 48 MIN

Vámháború, növekedési katasztrófa, igazságtalan adórendszer – Hallgatói kérdésekre válaszoltunk

from Portfolio Checklist · host Portfolio

Rendkívül bonyolult makrogazdasági, geopolitikai képpel nézünk szembe, ezért a Checklistben egy rendhagyó adás erejéig hallgatói kérdésekre válaszolt Madár István, a Portfolio vezető makrogazdasági elemzője. A műsorban szó volt jegybanki veszteségről, igazságtalan adórendszerről, argentin reformokról, befektetésekről és persze Trump vámháborújáról is. Főbb részek: Intro - (00:00) Hogy hatnak az ingatlanárak a GDP-re? - (01:02) Hova tűnt az MNB vesztesége? - (03:26) Milyen az igazságos adórendszer? - (09:35) Látszik a makroképen a határmenti vásárlás? - (18:45) Fektetsz magyar papírba? - (22:07) Mibe fektessünk a makrokép alapján? - (23:20) Miért ekkora az USA külkerhiánya? És ez baj? - (29:25) Működnek az argentin reformok? - (35:00) Nőhet az EU-s versenyképesség a háború után? (43:14) Kép forrása: Portfolio/Getty ImagesSee omnystudio.com/listener for privacy information.

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Vámháború, növekedési katasztrófa, igazságtalan adórendszer – Hallgatói kérdésekre válaszoltunk

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