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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

Episode #4: Review of the US election: all's well that ends well?

In an interview with Torsten Murke and Reinhard Panse, Jan Friedrich Kallmorgen discusses what new impetus the new Biden administration can provide in geopolitics and foreign policy and what effects this is likely to have on the capital markets.

The podcast

Episode #3: The election in the USA

In an interview with Torsten Murke, former Ambassador John Kornblum answers our questions about the upcoming presidential election in the USA on November 3.

The podcast

Episode #2: The outlook with Reinhard Panse

In an interview with Torsten Murke, Reinhard Panse presents his current analysis of the capital markets.

The podcast

Episode #1: Populism meets Covid-19

The reactions of states and central banks to Covid-19 are like a turbocharger for the problems of debt and populism that have been rampant for decades.

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