The VENIONAIRE MARKET OUTLOOK 2026 | Venionaire Insights #03 скачать в хорошем качестве

The VENIONAIRE MARKET OUTLOOK 2026 | Venionaire Insights #03

In this episode of Venionaire Insights, CEO of Venionaire Capital Berthold Baurek-Karlic speaks with Lead Investment Analyst Denis Voldman about the key findings of the Venionaire Capital Market Outlook 2026. Rather than focusing on headlines, the discussion provides a framework for understanding where capital is moving, how risk is being repriced, and what investors should really pay attention to in 2026. Venionaire Capital Market Outlook 2026: https://www.venionaire.com/services/r... Berthold Baurek-Karlic: ➡️ Website: https://www.baurek-karlic.at LinkedIn:   / berthold-baurek-karlic-30228045   Denis Voldman:   / denis-voldman   Venionaire Capital: 🌐 Website: https://www.venionaire.com 💼 LinkedIn:   / venionaire   📘 Facebook:   / venionaire   --- ⏱️ Chapters: 0:00 Teaser 1:05 Intro & purpose of the Market Outlook 2:00 The base case for 2026 3:20 Discount rates, duration & long-term investing 4:50 Asset shift: from growth to quality 6:20 AI spending & tech concentration risk 8:30 IPO hype and valuation reality 10:40 Why tech corrections could emerge 12:20 Equities vs. crypto: A structural divergence 14:40 Institutional crypto & market infrastructure 17:50 Europe’s deep tech and biotech advantage 20:30 Emerging markets: Middle East, LATAM & Asia 23:40 Europe’s strategic positioning globally 26:00 Key investment implications for 2026 --- The information provided by Venionaire Capital is for informational purposes only and does not constitute investment advice. No part of this communication should be construed as a recommendation to buy, sell, or hold any security or investment. Investors should seek advice from a qualified financial advisor before making any investment decisions.