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Elke week snijden Rowan Rozemond, Derk van Dam en Marc Wesselink door het economisch nieuws heen tot op het bot. Geen hype. Geen oppervlakkige duiding. Alleen de macro-context die jouw portefeuille écht raakt. Van geopolitieke verschuivingen tot kapitaalstromen, van rentebeslissingen tot de AI-race. YieldSeekers is de podcast voor langetermijnbeleggers die willen begrijpen wat er werkelijk speelt.... more

PublishesTwice weeklyEpisodes22Foundeda year ago
Language
Dutch
Number of ListenersCategories
BusinessInvesting

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Artwork for YieldSeekers Podcast

Latest Episodes

De beurs is geen economie meer. De beurs is een casino!Rowan Rozemond legt uit waarom 75% van de wereldeconomie buiten je portefeuille valt, hoe de Fed in stilte van 20% naar 10% Treasury-exposure is teruggekropen, en waarom Amerika beter klaar is vo... more

Over 71 dagen bestaat Amerika 250 jaar. En de geschiedenis is keihard: empires halen zelden meer. Ondertussen staat de S&P 500 op recordhoogte. Rowan en Derk leggen uit hoe dat samenhangt, waarom de inflatie gewoon terugkomt, en welke portefeuillemov... more

De AI-bubble barst misschien niet. Maar iemand draait uiteindelijk op voor de rekening en de kans is groot dat het de gewone belegger is. In aflevering 56 duiken Rowan, Marc en gast Niek Horstman in de gevaarlijkste illusie van dit moment: dat alles ... more

Box 3 wordt een bloedpad voor beleggers. En de meeste mensen weten het nog niet. Terwijl de olieprijs hoog blijft en markten volatiel zijn, legt de overheid een tikkende tijdbom onder jouw portefeuille.In deze aflevering bespreken Rowan, Derk en Marc... more

De energiecrisis is begonnen en jouw portefeuille gaat het voelen.Het laatste schip kerosine is geland. België waarschuwt zijn burgers. Nederland zwijgt.Rowan, Derk en Marc leggen uit waarom dit moment alles verandert voor beleggers en waar de kansen... more

In aflevering 17 van de Yield Seeking podcast bespreken hosts Rowan Rozemond, Derk van Dam en Mark Soons de verschuiving van Nederlandse beleggers weg van Amerikaanse aandelen, Trump's impact op de NAVO-uitgaven, en waarom diversificatie cruciaal is ... more

In aflevering 16 van de YieldSeekers podcast bespreken hosts Rowan Rozemond (vanuit Londen), Derk van Dam (vanuit Rotterdam) en Mark Soons (live vanuit Curaçao) de escalerende situatie in het Midden-Oosten, mogelijke regime change in Iran, goudprijso... more

In aflevering 15 van YieldSeekers gaan Rowan Rozemond, Derk van Dam, Marc Wesselink en Mark Soons dieper in op de huidige politieke en sociale onrust in Amerika, de impact van innovatie en technologie op de samenleving, en de toekomst van kunstmatige... more

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