#293: Novo Nordisk kan stadig blive en vinder
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Donald Trumps udmeldinger ryster markederne, mens Nasdaq- og AI-aktier viser tegn på overophedning efter kraftige stigninger. Hør om risikoen for bobler, Trumps indflydelse og hvorfor Novo stadig kan blive en vinder på aktiemarkedet i afsnit 293 af Investeringspodcasten.
00:00 Intro
01:08 Donald Trump bevæger stadig markedet
11:42 Bavarian Nordic
20:18 Novo Nordisk -
Der bliver ikke ligefrem sagt noget for at berolige markederne.
Treasury Secretary Bessent says a stock market decline won't deter the U.S. from taking strong action against China
https://www.cnbc.com/2025/10/15/treasury-secretary-bessent-stock-market-china.htmlDer bliver snakket om Kina 05:19 inde i videoen.
https://www.youtube.com/watch?v=dtlHqnKFzP4
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Bubble talk - https://www.reuters.com/podcasts/bubble-talk-2025-10-15 - Reuters Podcast
Jeg var meget ung ifm dot-com-boblen og læste dengang de "forkerte" nyheder. Var der lige så meget bobbel-snak ved årtusindskiftet?
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