Andreas Beck: DAS wird Anleger überraschen und das ist jetzt ganz DÜNNES Eis an der Börse

►🎥 Register for the FREE webinar here: https://beating-beta.de/live-talk-mit... 🥑 🛰️ Get your FREE guide to the perfect core-satellite strategy: https://beating-beta.de/ebooks/core-s... 👉🏼📱 Where I buy my stocks – my recommendation: XTB: https://geolink.xtb.com/fOySh * Is a sovereign debt crisis looming – or does the historic rise in interest rates offer the biggest bond-buying opportunity in years? Dr. Andreas Beck explains why investors might be completely misjudging the current situation. Long-term government bond yields are rising worldwide, debt levels in the US, Germany, France, and Japan are growing – and at the same time, the Fed and ECB could even decide on further interest rate hikes. How long can governments bear this burden? When will central banks have to intervene? And what would a new wave of bond purchases mean for stocks, gold, and currencies? In an extensive interview with Mario Lochner, mathematician, portfolio manager, and capital market expert Dr. Andreas Beck analyzes what are currently probably the most important risks for investors. His surprising assessment: Rising interest rates are not just a threat. Long-term government and corporate bonds could be more attractive today than they have been for many years – while real estate buyers are struggling with significantly more difficult conditions. Andreas Beck explains why he is currently focusing on long-term euro bonds, Swiss franc bonds, and Norwegian kroner bonds, among other things, why gold is once again part of his portfolio, and why the classic mix of stocks and bonds is far from obsolete, despite criticism from economist Thomas Mayer. The situation is particularly critical for commercial real estate: High interest rates, working from home, artificial intelligence, and the structural transformation of the German economy are all converging on office buildings whose valuations have not yet been sufficiently adjusted. Beck warns of further write-downs and potential burdens for insurance companies and specialized financial institutions. The situation is especially critical for commercial real estate: High interest rates, working from home, artificial intelligence, and the structural transformation of the German economy are all converging on office buildings whose valuations have not yet been adequately adjusted. Beck warns of further write-downs and potential burdens for insurance companies and specialized financial institutions. ... We also discuss: ▶️ the growing national debt of the US and Europe ▶️ the competition between government bonds and the multi-billion-dollar AI bonds issued by companies like Alphabet ▶️ potential interest rate hikes by the Federal Reserve and the European Central Bank ▶️ gold, Swiss francs, and Norwegian kroner as portfolio components ▶️ the future of stocks in an environment of persistently higher interest rates ▶️ the demographic “silver tsunami” in the German real estate market ▶️ the crisis in office and commercial real estate ▶️ the difficult situation of the German economy ▶️ Germany's opportunities through small and medium-sized enterprises (SMEs), skilled trades, and industrial innovation ▶️ Bitcoin and the question of whether its original investment story still holds true ▶️ the AI ​​euphoria in the stock market ▶️ the enormous capital requirements of OpenAI and Anthropic ▶️ the planned IPO of Anthropic and the postponed OpenAI IPO ▶️ The danger that a few AI companies will control a large portion of the new computing power ▶️ Mistral, Aleph Alpha, Chinese AI models, and Europe's lagging behind 00:00 Dr. Andreas Beck is back 00:36 Is the sovereign debt crisis beginning now? 03:04 Why long-term interest rates are rising 05:28 Who is buying all the new government bonds? 06:05 AI companies are competing with governments for capital 07:36 Will the Fed and ECB raise interest rates again? 09:14 The new yield curve and attractive bonds 13:06 Is the classic 60/40 portfolio dead? 15:09 Stock market between euphoria and high interest rates 17:00 Are the gigantic AI investments paying off? 18:41 OpenAI, Anthropic, and the Global AI Race 21:19 Does the German Economy Still Have a Future? 26:02 Andreas Beck's Current Investments 27:17 The US and Germany: Two Debt Models 29:39 When Will Central Banks Intervene? 31:40 What a New Flood of Money Means for Stocks and Bonds 34:05 Oil Prices, War, and Risks for the Stock Market 38:14 Has the Great Japanese Threat Passed? 40:18 Real Estate and the Demographic "Silver Tsunami" 41:18 The Underestimated Crisis in Commercial Real Estate 42:45 Andreas Beck on Bitcoin 44:14 OpenAI, Anthropic, and Potential IPOs 47:06 How Dangerous Is AI Concentration? 47:54 What Investors Should Do Now Important: This video is for informational purposes only and is NOT investment advice! These are not recommendations, and the operators of this channel are not liable for any losses resulting from inves...