{"id":6616,"date":"2026-07-16T13:31:59","date_gmt":"2026-07-16T11:31:59","guid":{"rendered":"https:\/\/clartan.com\/de\/?page_id=6616"},"modified":"2026-07-16T13:32:00","modified_gmt":"2026-07-16T11:32:00","slug":"clartan-associe-der-finanzpodcast","status":"publish","type":"page","link":"https:\/\/clartan.com\/de\/aktuelles\/clartan-associe-der-finanzpodcast\/","title":{"rendered":"Clartan &amp; Associ\u00e9s Der Finanzpodcast"},"content":{"rendered":"\n<section class=\"wp-block-cover alignfull relative overflow-hidden hero bottom-curved-border\" style=\"margin-bottom:0;padding-bottom:0;min-height:483px;aspect-ratio:unset;\"><img decoding=\"async\" class=\"wp-block-cover__image-background wp-image-10275 size-large\" alt=\"\" src=\"https:\/\/clartan.com\/fr\/wp-content\/uploads\/2025\/11\/pistil-02-orange-1036x583.jpg\" data-object-fit=\"cover\" \/><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-30 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(180deg,rgb(119,14,14) 0%,rgba(120,14,14,0.45) 100%)\"><\/span><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-bottom:0\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"h-clartan-associes-der-finanzpodcast\">Clartan Associ\u00e9s &#8211; Der Finanzpodcast<\/h1>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile is-vertically-aligned-top is-style-default\" style=\"margin-top:var(--wp--preset--spacing--20);margin-bottom:var(--wp--preset--spacing--30);padding-top:var(--wp--preset--spacing--10);padding-right:0;padding-bottom:var(--wp--preset--spacing--10);padding-left:0;grid-template-columns:21% auto\"><figure class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2024\/12\/ClartanPodcast2-300x300.jpg\" alt=\"Clartan Finanzpodcast\" class=\"wp-image-6585 size-medium\" srcset=\"https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2024\/12\/ClartanPodcast2-300x300.jpg 300w, https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2024\/12\/ClartanPodcast2-1024x1024.jpg 1024w, https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2024\/12\/ClartanPodcast2-150x150.jpg 150w, https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2024\/12\/ClartanPodcast2-768x768.jpg 768w, https:\/\/clartan.com\/de\/wp-content\/uploads\/sites\/2\/2024\/12\/ClartanPodcast2.jpg 1080w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p class=\"has-white-color has-text-color has-link-color has-lg-font-size wp-elements-a20e0e2cd2e0d3fbe390862a2269daea wp-block-paragraph\" style=\"margin-top:0;margin-right:0;margin-bottom:0;margin-left:0\">Hier erhalten Sie 1x monatlich aktuelle News rund um Clartan Associ\u00e9s und spannende Finanzthemen auf der Tonspur &#8211; praktisch zum H\u00f6ren unterwegs. Abonnieren Sie uns im Podcast-Tool ihrer Wahl und verpassen Sie keine neue Folge.<\/p>\n<\/div><\/div>\n<\/div>\n<\/div><\/section>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 28 - Halbjahresr\u00fcckblick\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/show\/2Mqd9OL1IbwmuyMOnj9yVw?si=9fe4b7236ac14d3a&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-embed-aspect-21-9 wp-has-aspect-ratio wp-block-paragraph\">Michael und Patrick f\u00fchrten ein Halbjahresr\u00fcckblick-Meeting durch, in dem sie die Performance der verschiedenen Investmentstrategien im ersten Halbjahr 2026 analysierten. Sie diskutierten die Haupttreiber der positiven Performance, einschlie\u00dflich der Iran-Krise, steigender Energiepreise und des Wachstums im Bereich K\u00fcnstliche Intelligenz und Rechenzentreninfrastruktur. Die Strategien Clartan Patrimoine und Clartan Valeurs zeigten positive Ergebnisse, wobei besonders ASML, Micron und andere Technologieunternehmen starke Performance erzielten. Patrick erkl\u00e4rte die aktuelle Portfoliostruktur mit einem hohen Gewicht von 35% in Industrietiteln gegen\u00fcber 20% bei der Benchmark, sowie die Positionierung in verschiedenen Sektoren wie Finanzen, Technologie und Energie. Patrick und Michael besprachen auch politische Entwicklungen in Deutschland und Frankreich, einschlie\u00dflich der anstehenden Wahlen und deren potenzielle Auswirkungen auf die M\u00e4rkte.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Viel Spa\u00df<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Vorherige Folgen<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 27 - Photonik \/ Prysmian STMicro\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/4O8PEUCdy3ZbAcwWAGQWLp?si=TvJgkii5S5KiimPHvMWBbw&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 26 - Energiem\u00e4rkte und Spannungsb\u00f6gen\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/5UOZuqvD5SKR2RakgCuHJk?si=CrXUWaZgRnae4yu3dePGYA&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 25 - Irankrieg \/ Uno Reverse Karte\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/0NzBL5jm3pxA8ps53VaJR9?si=siceOacGRIiWhIi0ynf1IQ&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 24 - Ruhestandsportfolio\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/6rgr1ScdRYlXm0XTDGebSA?si=C_gWn7yJRBqzAR8jON3CPw&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2024er-folgen\"><strong>2024er Folgen<\/strong><\/h2>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 22 - Politischer November \/ He is back\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/6QldZMHPWoZDL8r3p7J4DU?si=J1v7g42PQWGud1dl9-wJng&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 21 - Sektorrotation \/ Philantrophie-Fonds\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/5twH6dA6fvh3bb2lW1P1Ye?si=LIRbiZXAS-udgQgPGQUCzw&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 20 - Carry Trade Japan \/ Clartan Flexible\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/4wRX6bYlKtBmIlhMOtW4JC?si=L9TUi-UMQ9SEpKzbm-mCiw&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 19 - USA boomt \/ Europa w\u00e4hlt\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/472w9FQdjKoCCZd3FXITlF?si=C3HMl_dhRyeTCLdpLKjaJg&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 18 - Buy in Mai \/ Europawahl\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/7Gz86UCutV5oTcvh6vZjHE?si=PZP9NVc5TVWUCsYMMogetQ&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 17 - St\u00fcrmischer April \/ Publicies\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/65fa6bdVAwItHuYvYsk2B2?si=7Pftm3b3SW2ehKHNl_tyaA&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 16 - Kommt bald die Krise? \/ Micron\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/1aCB3nfRzzJpH1I6UAD1he?si=wUSZGmjWRxOug2swrScupg&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 15 - 1000 Prozent \/ Linde\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/3ya3831JmIZOYhw8xhXIsq?si=VND1-WgrQKOmSiAyPpl8wQ&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 14 - Rasantruhiger Start \/ Allianz\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/2tk6MyNft4A04udFHAhXOk?si=rGxLVMz7TXmEkHhJVCs4Tg&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 13 - Jahresr\u00fcckblick 23 \/ Ausblick 24\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/2M7xmgip9t7MB4KAcLRhEv?si=AYHzybOvR4iP4PPbjzx_ag&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-alle-folgen-2023\"><strong>Alle Folgen 2023:<\/strong><\/h2>\n\n\n\n<div class=\"wp-block-group has-global-padding is-layout-constrained wp-block-group-is-layout-constrained\">\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 12 - Supernovember \/ Befesa\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/0phH4pFx9FxBuyCoO4xaLc?si=4d2fdff1571a401e&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 11 - Inflation gebannt? \/ Minenaktien\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/4zGcOVK2NezXcuoyuu7Zyu?si=bd6e129631bd482f&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 10 - Nahost Konflikt \/ Clartan Ethos\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/4A6ijX9HBeQB67nEia3kxZ?si=c3stcID8TS2SuOqO5_coJw&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 9 - Chinesische Sorgenfalten \/ Infineon\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/2oUoXBvVr5WWJ1uITuenTD?si=4dad4c65a1234a72&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 8 - Trotz Sommerkorrektur All Time High \/ Adidas\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/1CQUeZ3YXYd6hbgYZoQxKw?si=7648464a16ae4c3a&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 7 - Erfreuliche Halbjahresergebnisse \/ Investmentcase BNP Paribas\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/1PzgymFYm4bSA6Na0KgXHO?si=559800f34fe2478a&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 6 - NVIDIA im Kursrausch, daf\u00fcr &quot;Quiet-Period&quot; bei den Unternehmen\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/7zbau7sQsumUax8Xl3xR0C?si=8c91246ad87440db&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 5 - Bankenkrise und kein Ende \/ Investmentcase Kion\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/5Jkahmy2l0NwWGTIDxZjrO?si=aaa9d1628b504302&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 4 - Starkes Quartal trotz Achterbahnb\u00f6rse \/ Investmencase Mercedes\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/0sCi0scKs00b8CVALqKT3s?si=f0fa70463e014f90&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 3 \u2013 Investmentcase Airbus \u2013 Volle Auftragsb\u00fccher trotz Krise ?\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/1ekwKop3LEisKpQOHpTDqJ?si=77cd0cddc81748b5&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 2 - Bester Jahresstart der Geschichte?\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/68jXxQPyVLrqJfvx0Frwyl?si=8848990051a34493&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-spotify wp-block-embed-spotify wp-embed-aspect-21-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Spotify Embed: Episode 1 - Inflationssorgen \u00fcberwunden?\" style=\"border-radius: 12px\" width=\"100%\" height=\"152\" frameborder=\"0\" allowfullscreen allow=\"autoplay; clipboard-write; encrypted-media; fullscreen; picture-in-picture\" loading=\"lazy\" src=\"https:\/\/open.spotify.com\/embed\/episode\/74gmr0KIbJbyGZQpwsxAzE?si=9826934c23024345&amp;utm_source=oembed\"><\/iframe>\n<\/div><\/figure>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Michael und Patrick f\u00fchrten ein Halbjahresr\u00fcckblick-Meeting durch, in dem sie die Performance der verschiedenen Investmentstrategien im ersten Halbjahr 2026 analysierten. Sie diskutierten die Haupttreiber der positiven Performance, einschlie\u00dflich der Iran-Krise, steigender Energiepreise und des Wachstums im Bereich K\u00fcnstliche Intelligenz und Rechenzentreninfrastruktur. Die Strategien Clartan Patrimoine und Clartan Valeurs zeigten positive Ergebnisse, wobei besonders ASML, Micron [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":72,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-6616","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.2 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Clartan &amp; Associ\u00e9s Der Finanzpodcast - Clartan Associ\u00e9s<\/title>\n<meta name=\"description\" content=\"Clartan Associ\u00e9s - Der Finanzpodcast Hier erhalten Sie 1x monatlich aktuelle News rund um Clartan Associ\u00e9s und spannende Finanzthemen auf der Tonspur -\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clartan.com\/de\/aktuelles\/clartan-associe-der-finanzpodcast\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clartan &amp; 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