Скачать или смотреть What Happened After Trump Shocked The Market? 1H2025 - Outlook Call & Recap

00:00 - Introduction & Context
00:44 - Investment Objectives & Why eToro
02:44 - Fairness, Fees & Transparency
04:09 - Investment Process & Philosophy
06:32 - Who Am I (Background & Experience)
07:46 - Performance Review (2025 H1 Recap)
08:28 - Paramount Group Investment
09:35 - "Good and Closed" Trade: Oil & Gas in Europe
12:00 - Valaris: High Volatility, Big Opportunity
14:00 - China Construction & China Railway
15:59 - Danaos: Shipping, Assets, and Valuation
17:57 - USD/CHF Carry Trade Strategy
20:54 - 2025 Outlook: Bull or Bear?
21:46 - Contrasting Analysts
22:44 - Portfolio Positioning & Risk
23:33 - Hedging: Dollar CHF & VXX Volatility Trade
25:00 - Value vs Growth Investing Focus
26:19 - Comparing Daniels vs Nvidia
27:54 - Thoughts on Crypto & Ethereum vs Bitcoin
29:02 - Closing Remarks & Q&A Reminder

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Disclaimer:
This content is for informational and educational purposes only. It does not constitute financial, investment, or trading advice. The opinions expressed are my own and do not reflect those of eToro or any affiliated parties. Always do your own research and consult a licensed financial advisor before making any investment decisions.


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