# Investor køber to bombede aktier: “Griber en kniv, der falder”

Page: https://stenobird.com/podcast/b-rsen-investor-6986380/investor-k-ber-to-bombede-aktier-griber-en-kniv-der-falder
Text version: https://stenobird.com/podcast/b-rsen-investor-6986380/investor-k-ber-to-bombede-aktier-griber-en-kniv-der-falder.md
Podcast: [Børsen investor](https://stenobird.com/podcast/b-rsen-investor-6986380)
Published: 2026-08-26T09:46:00+00:00
Episode link: https://pod.space/borseninvestor/26-august
Audio file: https://media.pod.space/borseninvestor/investor-26082026-lyd_260826.mp3
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JSON: https://stenobird.com/v1/public/podcasts/b-rsen-investor-6986380/episodes/investor-k-ber-to-bombede-aktier-griber-en-kniv-der-falder
Duration seconds: 3289

## Resource

Nordiske industrivindere eller bombede bilaktier? To investorer fortæller, hvor de ser muligheder på aktiemarkedet lige nu. Vi vender også, om DSV er blevet en købsmulighed, hvordan man finder vinderne indenfor forsvar, og risikoen for, at AI-boomet knækker. I studiet:  Jens Rygaard, porteføljeforvalter i formueforvalteren Investering & Tryghed Henrik Henriksen, chefstrateg i formueforvalteren Petersen & Partners Værter: Simon Kirketerp og Anine Holmelund Frandsen  Producer: Frederik Præstiin

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## Transcript

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