Video library

We all know the principle of diversification: if one asset class loses value, another one compensates for the fall. But in the ...

Artificial intelligence is no longer a passing trend, but a lasting technological reality. However, while...

The myth of the "true" value of gold, silver, copper, and much more – we all see the rising prices. But what are we actually paying for...?

In conversation with Omphalos CEO Borno Janekovic, we explore a provocative question: Is AI the better investor?

ELTIF 2.0 is a further development of the European Long Term Investment Fund. Its aim is to slow down the markets, addressing the problem of excessively short-term capital movements and the resulting speculation. For investors committed to specific investment strategies, this concept could be a good solution. We discussed the advantages and disadvantages of this new structure in our recent conversation.

In this fascinating episode, Martin and Zsolt discuss adaptability in business and society – from the role of central banks and political influence to the psychology of private investors. Why is change so difficult – and what can we learn from companies that successfully navigate crises? An honest conversation about market behavior, risk management, and the art of staying calm when the stock market is volatile.

In this issue, we examined the differences between bonds and stocks. These instruments are, after all, bought by different investors with different objectives. Yet they have far more in common than one might think. Bonds also have a significant disadvantage.

In this issue, we focus primarily on short-term market fluctuations. The current market situation, triggered by the seemingly erratic policies of Donald Trump, presents many investors with challenges. But are these challenges justified? What can we learn from market history? Is the current situation perhaps being overestimated, and how should one behave in these market conditions? How can I even measure the risk profile of my overall investment?

Minor adjustments and changes have always been part of the equation. For a very long time, we could assume that the self-destructive forces would be tempered by the survival instinct and that our economy would continue along certain lines. Now, for some time, we've been seeing a group around one man undermining the fundamental concepts of our economic system and steering it in a direction that is currently unclear. We could philosophize theoretically, but we won't, because from our perspective, it makes more sense to react to facts rather than implementing theoretical thought experiments. Many Trump supporters were waiting for loosening and deregulation, but what they got in the form of tariffs was stricter regulation than they could ever have imagined. Gold is rising and has just had its best first quarter since 1986... What is this uncertainty doing to us?

Investors are bombarded with promises of returns or growth. It's crucial to consider the exit strategy before making a purchase. Questions to ask include: What does "exit liquidity" mean in the context of investments, and why is it important? What factors influence an investment's exit liquidity, and how do these differ across asset classes (e.g., stocks, real estate, crypto)? What risks arise when an investment has low exit liquidity, and how can investors mitigate them? How do exit strategies differ between private and institutional investors, particularly in illiquid markets? What historical examples exist of liquidity bottlenecks at the exit stage, and what lessons can investors learn from them?