Robert Halver ungefiltert: Was kommt nach dem KI-Boom? Die Top-Trends bis 2030 | Deep in the Money

What are the major stock market and economic themes until 2030? In this episode of "Deep in the Money," Jochen Stanzl and Robert Halver, Head of Capital Market Analysis at Baader Bank, look beyond the short-term stock market horizon. The focus is on how inflation, national debt, artificial intelligence, gold, and geopolitics might develop in the coming years. Robert Halver discusses why, in his view, inflation will remain a structural issue and why central banks may no longer be able to combat it as effectively as before. This also includes real interest rates, money market savings, and how tangible assets such as stocks, real estate, and precious metals should be viewed in such an environment. Another major topic is artificial intelligence. What will happen if the massive investments in AI continue? What role does the competition between the US and China play? And why is technological leadership not only an economic issue but also a geopolitical power factor? The episode also covers gold and central banks. Why are central banks holding more gold again? What does this say about confidence in government bonds and currencies? And what role can gold play as a long-term safe-haven asset? Finally, we turn our attention to Europe: How can the continent hold its own between the US, China, and other power blocs? And what would need to happen for Europe to prevent further economic and geopolitical decline? What are your thoughts? What is your most important trend by 2030? Share your thoughts in the comments. Note: This content is for informational purposes only and does not constitute investment advice or a recommendation. Past performance is not a reliable indicator of future results. Investing involves risks. 🎥 Video Content: 00:00 Intro 02:03 The Year 2030 - Outlook 04:02 Debt and Unofficial Inflation 06:10 Impact of Inflation in the US 08:32 Trimmed Inflation Measure 12:00 Stocks as a Hedge Against Inflation? 13:46 AI Boom and Trend Outlook 19:15 Future Applications of AI 23:26 Private Sector Use of Space 27:00 SpaceX IPO Euphoria 28:00 Gold & Security 30:00 Linking the Money Supply to Gold in the Future? 33:33 Tipping Point of Sustainability 2008 35:27 US Federal Reserves and Inflation 38:09 Politics & Monetary Policy: China vs. USA 41:10 Oil & Gas - The USA as a Self-Sufficient Provider 42:32 Taiwan - A Risk for Investors? 44:28 Europe's Geopolitical Role 47:29 Outro ________________________________ 💡 Find more from us here: Everything important is available on our website: → https://www.consorsbank.de/home Inspiration, tips, and current financial topics can be found on our blog: → https://wissen.consorsbank.de/t5/Blog... ________________________________ 📱 Smart financial tips: Instagram: Instagram: consorsbank Facebook: Facebook: consorsbank LinkedIn: LinkedIn: consorsbank Educational videos: Wissensvideos ________________________________ ✨Future Now Design: Checking account: https://www.consorsbank.de/ev/Girokon... Money market account: https://www.consorsbank.de/ev/Sparen-... Securities account: https://www.consorsbank.de/ev/Wertpap... Savings plan: https://www.consorsbank.de/ev/Wertpap... Derivatives: https://www.consorsbank.de/ev/Wertpap... Legal information https://www.consorsbank.de/web/Transv...