Was Du JETZT zu Tech und KI wissen musst / Interview mit Marcel Oldenkott

from René will Rendite - Der Podcast · host Clemens Schömann-Finck

Der Iran-Krieg hat die KI-Revolution aus den Schlagzeilen verdrängt. Aber natürlich schreitet sie voran. Wo stehen wir gerade? Welche Geschäftsmodelle zeichnen sich ab und welche Chancen hat Deutschland? Darüber habe ich mit Marcel Oldenkott, Co-CIO und Managing Director bei BIT Capital gesprochen.Mehr Informationen zu BIT Capital: https://bitcap.com/00:00 Der Einfluss des Iran-Kriegs auf Tech-Aktien03:30 Die Sorge bei Software-Aktien06:30 Wie es beim Bitcoin weitergeht13:10 Löst der Iran-Krieg eine Chipkrise aus?17:00 Die aktuelle Anlagestrategie von Marcel Oldenkott18:58 Wo steht gerade die KI-Revolution?23:00 Die Fehleinschätzung der Wall Street27:00 Werden die Hyperscaler zu Infrastruktur-Anbietern?32:07 Neue Geschäftsmodelle entstehen mit KI41:12 Die richtige Auswahl von Tech-Unternehmen46:01 Investieren in chinesische KI-Unternehmen?44:48 Wo bleibt Europa?🚀 mehr Informationen zu IncomeShares: https://incomeshares.com/de🚀 vor dem Investieren folgende Hinweise beachten: https://incomeshares.com/de/risk-disclosuresWichtige Stellen

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This episode was published on March 20, 2026.

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