_fondspodden-s04ep01-rentetopp-trump-trussel-og-friskmeldte-markeder.jpg "Fondspodden S04Ep01 - Rentetopp, Trump-trussel og friskmeldte markeder from rune Video Screenshot Preview")
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⏲ Duration: 21 min 82 sec
✓ Published: 11-Jan-2024
✓ Published: 11-Jan-2024
Description:
Sammen med Niklas Hallberg og Odd Rune Heggheim tar Håvard både et blikk i sladrespeilet og inn i glasskula. Hva skal vi snakke om i 2024? Krig? Grønn omstilling? Er vi virkelig ferdig med rentegallopp og prisvekst for denne gang? De som har tro på aksjemarkedet i 2024 satser alt på produktivitetseffektene av kunstig intelligens. Men hvor mange rentekutt har markedet allerede priset inn? Og hva skjer om Trump skulle bli valgt igjen?nHold på hatten, det blir nok ikke bare rolig sjø i 2024
Sammen med Niklas Hallberg og Odd Rune Heggheim tar Håvard både et blikk i sladrespeilet og inn i glasskula. Hva skal vi snakke om i 2024? Krig? Grønn omstilling? Er vi virkelig ferdig med rentegallopp og prisvekst for denne gang? De som har tro på aksjemarkedet i 2024 satser alt på produktivitetseffektene av kunstig intelligens. Men hvor mange rentekutt har markedet allerede priset inn? Og hva skjer om Trump skulle bli valgt igjen?nHold på hatten, det blir nok ikke bare rolig sjø i 2024
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