I denne uges afsnit af Investeringspodcasten ser Per og Helge nærmere på streaming-krigen: Netflix er stadig de største, men hvad med mulige fusioner? Og hvad betyder det for investorerne og forbrugerne? De dykker også ned i USA’s brandvarme aktiemarked, Teslas kursstigninger efter Elon Musks aktiekøb, Bavarian Nordics krig, Novo Nordisks fyringsrunde – og Ørsteds emission.
Alt du skal vide om Ørsteds emission: https://www.nordnet.dk/blog/oersted-her-er-det-du-skal-vide-om-emissionen/
3 muligheder for Bavarian Nordic: https://www.nordnet.dk/blog/bavarian-nordic-stillingskrig-efter-2-uger/
00:00 Intro
00:41 Streaming-krigen
05:27 FED sænker renten
06:54 Amerikanske aktier er rødglødende
08:58 Elon Musk køber Tesla-aktier
10:39 Kinesiske aktier stiger
13:35 Status på Bavarian Nordic
16:57 Ørsteds emission
21:55 Novo Nordisk med ny retning
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