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Episode #17: The US election, market narratives and a portfolio adjustment

Episode #17: The outlook with Reinhard Panse

12.11.2024

Reinhard Panse

This month: In the face of historic upheaval, we take a look ahead to 2034 and look at market aspirations and reality in the wake of Donald Trump's election in the US.

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Episode #17: The outlook with Reinhard Panse

The podcast

True Deals Episode 8: Why Patagonia invests its own profits in climate protection projects

Episode 8 is about the growing impact investing market and the story of Patagonia founder Yvon Chouinard.

The podcast

True Deals episode 7: Why the gorillas bet didn't work out

Episode 7 is about the startup Gorillas, founded in 2020, and future opportunities in the venture capital segment.

The podcast

True Deals episode 6: How Celonis became the first German decacorn

Episode 6 is about venture capital for start-ups and the history of the Munich-based software company Celonis.

The podcast

True Deals episode 5: How Bill Hwang lost 20 billion dollars in two days

Episode 5 is about Bill Hwang's hedge fund, insider trading and various strategies used by hedge fund managers.

The podcast

True Deals Episode 4: How Michael Dell built the world's third largest PC manufacturer

Episode 4 looks at the success of the world's third-largest PC manufacturer and the role played by public-to-private transactions.

The podcast

True Deals episode 3: How the sports shoe startup On made the leap to the stock market

In episode 3, we take a closer look at the IPO of the Swiss sports shoe start-up On and talk about the approach of private equity funds.

The podcast

True Deals Episode 2: Collectibles - the story behind the world's most expensive watch

In episode 2, we take a closer look at the deal for the world's most expensive wristwatch and talk about the model from Swiss luxury watch manufacturer Patek Philippe.

The podcast

True Deals episode 1: Real estate deals of the Samwer brothers

The first episode is about the big real estate deals of the Samwer brothers, the founders of Rocket Internet, who have shaped the start-up scene in Germany.

The podcast

Episode #13: The outlook with Reinhard Panse

This month: energy as a market driver, stable values and a German awakening. In an interview with Christian Neuhaus, Reinhard Panse regularly presents his holistic analysis of the capital markets.

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