Markus Hansen

Markus Hansen, a portfolio manager and senior analyst at Vontobel Asset Management, dives into the world of Casey's General Stores, the third-largest convenience store chain in the U.S. He discusses the competitive landscape and how Casey's stands out with its fresh food offerings and operational efficiency. Markus explains the intricacies of fuel supply dynamics and the importance of store aesthetics in attracting customers. He also highlights strategic growth through acquisitions and the challenges posed by the rise of electric vehicles, emphasizing adaptability and brand loyalty for future success.

Markus Hansen, a portfolio manager and senior research analyst at Vontobel Asset Management, joins to explore the potential of household food and beverage brands like Coca-Cola in uncertain economic times. He discusses Warren Buffett's investment strategies and their relevance today. The conversation delves into international investments and the performance of the technology and luxury sectors amidst market volatility. Expect insights on recession-proof investment strategies and a light-hearted look at chocolate brands.