Episode 235
The Dax is considered the loser among the global indices: old companies, little tech and problem cases like Bayer or Vonovia. But in the crisis year 2022 of all times, German companies are showing an unprecedented strength. Deffner and Zschäpitz are arguing about whether the Dax is now starting to rally after years of underperformance.
Other topics:
Peak inflation narrative – which suggests that inflation in Germany has peaked
Mechanical engineer Berthold Hermle – what potential lies dormant in the medium-sized company share
Opportunities in the Far East – why the Japanese stock market offers opportunities
Interest cap on overdraft facilities – why consumers need to be protected from double-digit overdraft interest
Bitcoin country has burned down – why El Salvador is facing bankruptcy
Effective altruism – what’s behind the idea that FTX founder Sam Bankman-Fried has soft-boiled investors, regulators and journalists with
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