18,7 Mrd. Euro im Depot! Jan und Jens Ehrhardt (DJE) über SpaceX, KI-IPOs & Wirecard

A life like a Hollywood movie: Jens and Jan Ehrhardt built Germany's second-largest independent asset manager – and today manage around €18.7 billion. But a family vacation almost brought this success story to a premature end. In 2004, they were on a beach in Thailand when a tsunami hurtled toward the coast at breakneck speed. In total, around 230,000 people died in Asia that year. The Ehrhardts survived. Here, they talk about this experience – and its impact on their lives. They discuss what it feels like to invest €100 million in a company – and how to remain successful on the stock market for 40 years. And they reveal their most successful investments – and why they steered clear of SpaceX. ... 00:00:00 - Intro & SpaceX Hype 00:02:34 - Semiconductor Investments & TSMC 00:05:16 - Beginnings & Jens Erhardt's DNA 00:09:50 - Research & 20-Stock Rule 00:16:01 - The DJE Business Model 00:21:36 - Winners in the Dotcom Crash 00:27:50 - Mega-Trends: Pharmaceuticals & AI 00:32:21 - Fund Returns 00:36:04 - Visit to OpenAI & Anthropic 00:41:25 - IPOs, ETFs & Market Effects 00:49:26 - Bitcoin Skepticism & Biggest Fails 00:54:39 ​​- The 1987 Crash & Tsunami Survival 01:02:26 - Succession & Warren Buffett Plan 01:08:04 - 100 Million Trades More from the OMR Podcast: 🎙 https://omr.com/de/podcast 🤳   / omrpodcast_official   📱 https://api.whatsapp.com/send/?phone=... SEND THIS MESSAGE:%20Sign%20me%20up 💁‍♂️   / philipp-westermeyer-omr