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I denne episoden har Marius Brun Haugen med seg Paul Harper fra DNB Markets og Lars-Erik Aas fra DNB Wealth Management Investment Office.
Rapporteringssesongen, signaler fra den amerikanske sentralbanken, nye makrodata, shipping og geopolitikk, de mest kjøpte og solgte aksjene, avkastning i år med amerikanske presidentvalg og porteføljestrategi er alle viktige stikkord for episoden. I tillegg er de som vanlig innom flere aksjecase som Europris, Stolt-Nielsen, Protector og Nordic Semiconductor.
Episoden ble spilt inn fredag 2. februar klokken 10:00.
Produsent: Kim A. Farago, DNB Wealth Management.
Hosted on Acast. See acast.com/privacy for more information.
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