Folge 3 des Podcasts "Salonfähig" mit Leo (Ketzer der Neuzeit) und mir is nun auf Spotify und Youtube ‼️
Gönnt euch! 😉
https://youtu.be/OqRbMG16Lns
https://open.spotify.com/episode/6e52yTOHsc81yoh7euWaw3?si=5pZwPq2MQbSEup46UfXCZQ&nd=1&dlsi=088715bfd9ea4991
BY Nikolai Binner
Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
Nikolai Binner from br