Interest Rate Cut, Elections & Recession: Bull Market or Stock Market Crash Coming? - Nico Inberg

Will there be a recession or are we on the verge of another bull run with interest rate cuts on the horizon? Yael Potjer talks to deaandeelhouder.nl equity analyst Nico Inberg about investing, a looming recession, the U.S. election, and the impact of central banks.

As a private investor, is it best to buy ETFs and mutual funds or is it also interesting to invest in individual stocks? How do you select the stocks that are going to do well? Nico shares the steps he takes and the factors he analyzes before buying a stock. We also discuss which sectors are interesting to invest in and Nico gives his opinion on Nvidia.

Nico sees the economic data in the US deteriorating and shares his insights on a possible recession and the high debt levels there. "We're in a situation we've never experienced before." The U.S. elections could also have an impact on the stock market. Nico explains the difference between winning for Trump and winning for Harris. 

Is it best to buy European or US stocks? We discuss the decline in European competitiveness. Nico explains why European car manufacturers such as Volkswagen and BMW have a lower valuation than Tesla.

Nico expects more volatility on the stock market in the near future, partly because there is a lot going on in the geopolitical field. He also shares his expectations for central bank interest rate cuts and inflation.

Finally, Nico explains why he doesn't invest in gold but in shares and has a tip for investors.