# Strateg og investor: Her er de bedste muligheder i andet halvår

Page: https://stenobird.com/podcast/million-rklubben-314372/strateg-og-investor-her-er-de-bedste-muligheder-i-andet-halv-r
Text version: https://stenobird.com/podcast/million-rklubben-314372/strateg-og-investor-her-er-de-bedste-muligheder-i-andet-halv-r.md
Podcast: [Millionærklubben](https://stenobird.com/podcast/million-rklubben-314372)
Published: 2026-06-25T08:27:42+00:00
Episode link: https://omny.fm/shows/euroinvestor-million-rklubben/strateg-og-investor-her-er-de-bedste-muligheder-i-andet-halv-r
Audio file: https://traffic.omny.fm/d/clips/1283f5f4-2508-4981-a99f-acb500e64dcf/27dfeb66-f61a-4fcc-aa6d-ad0800b05139/7ae07549-b940-4169-8fdf-b47400715da1/audio.mp3?utm_source=Podcast&in_playlist=dc61232c-7e07-438e-981a-ad0800b05142
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Duration seconds: 3686

## Resource

Knap 13 pct. Så pænt et afkast har de globale aktier leveret i løbet af første halvår. Investorerne har således flot svævet over uro i Mellemøsten, Latinamerika og skiftende regeringer. Spørgsmålet er, om det kan fortsætte i andet halvår, og hvor de gode aktiemuligheder i så fald gemmer sig. Det diskuterer dagens panel i Millionærklubben, hvor vi også vurderer blockbuster-regnskabet fra Micron og kigger frem mod dagens inflationstal fra USA. Med i studiet er chefstrateg i Nykredit Frederik Engholm og populær investor hos eToro Christian Jain Kongsted. Vært: Adam Geil  See omnystudio.com/listener for privacy information.

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## Transcript

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