I denne uges afsnit af Investeringspodcasten ses der nærmere på mulighederne for rentefald i USA. Værterne diskuterer, hvad en mulig fred i Europa kan betyde for aktierne, og hvorfor Pandora og Carlsberg er blevet hårdt ramt af investorernes skepsis. Derudover kigger de på Novo Nordisk, Zealand Pharma og kampen mod fedtlever, Viking Therapeutics fald, samt HIMS og compounding-trenden.
Læs Pers blog om Pandora her: https://www.nordnet.dk/blog/analyse-ekspert-tager-temperaturen-paa-pandora-efter-kvartalsregnskabet/
00:00 Intro
00:41 Rentefald?
04:44 Europæiske aktier efter fred?
13:37 Hvad søger investorerne?
15:41 Pandora
19:18 Novo, Zealand; fedtlever og FDA-godkendelse
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