{"id":1519,"date":"2025-12-02T13:10:07","date_gmt":"2025-12-02T12:10:07","guid":{"rendered":"https:\/\/www.bellerivebanking.ch\/?post_type=podcast&p=1519"},"modified":"2025-12-02T13:36:54","modified_gmt":"2025-12-02T12:36:54","slug":"folge-12-zoelle-waehrungen-und-die-widerstandskraft-der-maerkte","status":"publish","type":"podcast","link":"https:\/\/www.bellerivebanking.ch\/en\/podcast\/folge-12-zoelle-waehrungen-und-die-widerstandskraft-der-maerkte\/","title":{"rendered":"Folge 12: Z\u00f6lle, W\u00e4hrungen und die Widerstandskraft der M\u00e4rkte"},"content":{"rendered":"[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”light” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” top_padding=”60″ bottom_padding=”60″ translate_x=”50″ translate_x_tablet=”0″ text_align=”left” row_position=”default” row_position_tablet=”inherit” row_position_phone=”inherit” overflow=”visible” pointer_events=”all”][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/5″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default” offset=”vc_col-lg-1\/5 vc_col-md-2 vc_col-xs-2″][nectar_circle_images images=”1036″ sizing=”180″ positioning=”standard” alignment_desktop=”left” alignment_tablet=”inherit” alignment_phone=”inherit” animation=”none” image_size=”large” image_loading=”default”][\/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_tablet=”padding-2-percent” column_padding_phone=”padding-1-percent” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” overflow=”visible” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”7\/12″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid” column_padding_type=”default” gradient_type=”default” offset=”vc_col-lg-7 vc_col-md-10 vc_col-xs-10″][nectar_badge display_tag=”body” badge_style=”default” bg_color_type=”global” color=”extra-color-2″ text_color=”#ffffff” padding=”small” border_radius=”3px” display=”block” text=”02. Dezember 2025″][vc_column_text css=”.vc_custom_1764677328286{margin-top: 30px !important;margin-bottom: 30px !important;}” text_direction=”default”]\n

In der Dezember-Ausgabe von \u00abBellerive on Air\u00bb ordnet Dr. Thomas Steinemann die j\u00fcngste Reduktion der US-Z\u00f6lle ein und erl\u00e4utert, weshalb die Entlastung f\u00fcr Schweizer Industriewerte zwar sp\u00fcrbar, aber noch nicht ausreichend ist. Weitere Themen sind die \u00fcberraschend robuste US-Konjunktur, die Deregulierung im amerikanischen Finanzsektor, die Dollar-Schw\u00e4che sowie die Frage, wie real die Gefahr einer Rezession tats\u00e4chlich ist.<\/h3>\n

Zudem diskutiert er die Rolle der Schweizerischen Nationalbank, die Dynamik von Kryptoassets im aktuellen Liquidit\u00e4tsumfeld und den H\u00f6henflug von Gold und Silber. Abschliessend skizziert er, wie sich Anlegerinnen und Anleger f\u00fcr das kommende Jahr sinnvoll positionieren k\u00f6nnen \u2013 mit Blick auf Zinsen, Inflation und zyklische Marktsegmente.<\/h3>\n[\/vc_column_text][nectar_responsive_text inherited_font_style=”default” text_color=”rgba(255,255,255,0.7)” text_direction=”default” font_size_desktop=”16px” font_size_phone=”14px” font_line_height=”1.6″]\u00abBellerive on Air\u00bb ist ein Finanzpodcast f\u00fcr die Kundinnen und Kunden der Privatbank Bellerive AG. Chief Investment Officer Dr. Thomas Steinemann kommentiert in einem rund 15-min\u00fctigen Gespr\u00e4ch rund sechs Mal pro Jahr das globale Finanz- und Wirtschaftsgeschehen sowie ausgew\u00e4hlte Anlagethemen.[\/nectar_responsive_text][divider line_type=”No Line” custom_height=”60″ custom_height_tablet=”60″][\/vc_column_inner][\/vc_row_inner][nectar_global_section id=”286″][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"In der Dezember-Ausgabe von \u00abBellerive on Air\u00bb ordnet Dr. Thomas Steinemann die j\u00fcngste Reduktion der US-Z\u00f6lle ein und erl\u00e4utert, weshalb die Entlastung f\u00fcr Schweizer Industriewerte zwar sp\u00fcrbar, aber noch nicht ausreichend ist. Weitere Themen sind die \u00fcberraschend robuste US-Konjunktur, die Deregulierung im amerikanischen Finanzsektor, die Dollar-Schw\u00e4che sowie die Frage, wie real die Gefahr einer Rezession tats\u00e4chlich ist.","protected":false},"author":2,"featured_media":1028,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"episode_type":"audio","audio_file":"https:\/\/www.bellerivebanking.ch\/wp-content\/uploads\/2025\/12\/Bellerive_On_Air_-_6_2025.mp3","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"https:\/\/www.bellerivebanking.ch\/wp-content\/uploads\/2024\/02\/On-Air-02-mini.jpg","cover_image_id":"1028","duration":"29:33","filesize":"27.06M","filesize_raw":"28370560","date_recorded":"2025-12-02 13:10:07","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":""},"tags":[],"series":[10],"class_list":["post-1519","podcast","type-podcast","status-publish","has-post-thumbnail","series-bellerive-on-air"],"episode_featured_image":"https:\/\/www.bellerivebanking.ch\/wp-content\/uploads\/2024\/02\/On-Air-02-mini.jpg","episode_player_image":"https:\/\/www.bellerivebanking.ch\/wp-content\/uploads\/2024\/02\/On-Air-02-mini.jpg","download_link":"https:\/\/www.bellerivebanking.ch\/en\/podcast-download\/1519\/folge-12-zoelle-waehrungen-und-die-widerstandskraft-der-maerkte","player_link":"https:\/\/www.bellerivebanking.ch\/en\/podcast-player\/1519\/folge-12-zoelle-waehrungen-und-die-widerstandskraft-der-maerkte","audio_player":null,"episode_data":{"playerMode":"dark","subscribeUrls":{"amazon":{"key":"amazon","url":"","label":"Amazon","class":"amazon","icon":"amazon.png"},"audible":{"key":"audible","url":"","label":"Audible","class":"audible","icon":"audible.png"},"apple_podcasts":{"key":"apple_podcasts","url":"","label":"Apple Podcasts","class":"apple_podcasts","icon":"apple-podcasts.png"},"google_podcasts":{"key":"google_podcasts","url":"","label":"Google Podcasts","class":"google_podcasts","icon":"google-podcasts.png"},"spotify":{"key":"spotify","url":"","label":"Spotify","class":"spotify","icon":"spotify.png"},"stitcher":{"key":"stitcher","url":"","label":"Stitcher","class":"stitcher","icon":"stitcher.png"},"itunes":{"key":"itunes","url":"","label":"iTunes","class":"itunes","icon":"itunes.png"}},"rssFeedUrl":"https:\/\/www.bellerivebanking.ch\/en\/feed\/podcast\/bellerive-on-air","embedCode":"
Folge 12: Z\u00f6lle, W\u00e4hrungen und die Widerstandskraft der M\u00e4rkte<\/a><\/blockquote>