Bert Flossbach: „Cash ist kein sicherer Hafen“

How do you invest in uncertain times? Bert Flossbach explains in conversation with capital market strategist Thomas Lehr why war is a poor advisor for investment strategies, which risks are underestimated – and where opportunities still lie. 00:00 Intro 01:05 Welcome 02:01 The situation in the Middle East and why forecasts fail 05:19 Safe havens: What won't work this time 06:58 Today vs. 2022: The most important differences 08:03 Inflation: Why no extreme increase is imminent 12:06 Earnings expectations for US companies remain positive despite the war 14:00 Nvidia: The biggest beneficiary of the AI ​​boom 15:15 Hyperscalers: The biggest investment boom of all time 23:20 AI boom: One person's gain, another's loss? 28:40 Opportunities through market reactions 30:49 Risks in the Private Credit & Tech sector 32:30 Opportunities vs. patience: When will the market turn around? 34:30 Why recent performance has been disappointing 35:55 ​​Sectors that are currently outperforming 36:50 Opportunities in fallen quality stocks 40:10 Free cash flow: Where are new opportunities emerging? 44:17 Conclusion: Patience remains crucial 44:36 Outro Listen to the quarterly snippets as a podcast: Financial news from Flossbach von Storch - Podcast Learn more about Flossbach von Storch here: https://www.flossbachvonstorch.de If you have any questions for us, write to us at: [email protected] Have you seen our LinkedIn page yet? Feel free to visit us: https://bit.ly/3uW9QIM You can also find us on Instagram: https://bit.ly/3Ld7j5m