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		<title>Přehled nejzajímavějších videí a článků týdne 4/2025</title>
		<link>https://investicedoakcii.cz/clanky-tyden-4-2025/</link>
		
		<dc:creator><![CDATA[Petr Čermák]]></dc:creator>
		<pubDate>Sun, 26 Jan 2025 11:47:27 +0000</pubDate>
				<category><![CDATA[Odkazy týdne]]></category>
		<category><![CDATA[Doubleline predikce 2025]]></category>
		<category><![CDATA[Howard Marks]]></category>
		<category><![CDATA[investování do komodit]]></category>
		<category><![CDATA[Kaspi]]></category>
		<category><![CDATA[koncentrační riziko S&P 500]]></category>
		<category><![CDATA[politika Trumpa]]></category>
		<category><![CDATA[scuttlebutt investování]]></category>
		<category><![CDATA[Tarify]]></category>
		<category><![CDATA[tržby polovodiče]]></category>
		<category><![CDATA[US akcie]]></category>
		<guid isPermaLink="false">https://investicedoakcii.cz/?p=8877</guid>

					<description><![CDATA[<p>Přehled nejzajímavějších videí, článků, podcastů a infografik, které se v&#160;průběhu týdne neprobojovaly na stránky investicedoakcii.cz, ale i přesto si zaslouží vaši pozornost. Názory: Podcasty: Videa: Infografika: Statistiky:</p>
<p>The post <a href="https://investicedoakcii.cz/clanky-tyden-4-2025/">Přehled nejzajímavějších videí a článků týdne 4/2025</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p>Přehled nejzajímavějších videí, článků, podcastů a infografik, které se v&nbsp;průběhu týdne neprobojovaly na stránky investicedoakcii.cz, ale i přesto si zaslouží vaši pozornost.</p>



<p><strong><u>Názory:</u></strong></p>



<ul class="wp-block-list">
<li><a href="https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/market-updates/on-the-minds-of-investors/how-would-tariffs-impact-mexico-and-canada/">Jak by tarify ovlivnily Mexiko a Kanadu? (JP Morgan)</a></li>



<li><a href="https://am.jpmorgan.com/us/en/asset-management/institutional/insights/market-insights/market-updates/on-the-minds-of-investors/what-is-the-outlook-for-4q24-earnings-season/">Zisková sezóna 4Q/2024 – výhled (JP Morgan)</a></li>



<li><a href="https://www.dbresearch.com/servlet/reweb2.ReWEB?AbstractCut=250&amp;ColumnView=0&amp;ColumnViewRwd=0&amp;ColumnViewRwdFree=AT%2CDU2%2CTI%2CDA%2CT3%2CT1%2CT2%2CPE%2CNR%2CTE%2CDU1&amp;ColumnViewRwdStyle=gmlist4&amp;DocFolder=CURRENT%2CGERMANY%2CEUROPE%2CRPS_EN_GLOBAL%2CMISC_EN%2CESG_NEWS_PUBLIC&amp;DocumentLanguage=EN&amp;DocumentLayout=%24%2BSTFI%2C-SHEO%2CMEKL%2CMPEK&amp;ElementCount=1049&amp;ElementKey=PROD0000000000538268&amp;ExcludeIssue=PROD0000000000538268&amp;ExcludePeriodical=PROD0000000000489460&amp;Hits=12&amp;LayoutTypeResult=rpsResultPage&amp;LayoutTypeResult2=rpsResultAndFilter&amp;NoStandardPage=OFF&amp;OrderDirection=Desc&amp;OrderTerm=Date&amp;PageTitle=j9RLNF0T1Xxh13EIVPV%2Bor3F5Pm15T1Z2fCHy7GPFr%2F7E1RHob%2BtEhrmXN%2BsxdM2&amp;ProdCollection=+&amp;Property=7&amp;SearchFlags=DEF%2CPRIS&amp;dateColumnFormat=7&amp;prodAttributes=0&amp;rfAjaxResult=false&amp;rfAjaxUserFiltersView=TI%2CT3%2CT1%2CT2%2CPE&amp;rfDocumentType=DOCU&amp;rfLogColumns=RD%2CAT%2CSM%2CTI%2CM3%2CMB%2CDL3%2CRCPL%2CTE%2CSI%2CTR%2CPP%2CKZPT%2CMP%2CPE&amp;rwdspl=0&amp;rwnode=PROD0000000000464258&amp;rwobj=ReFIND.ReFindSearch.class&amp;rwsite=RPS_EN-PROD">Tarify USA (Deutsche Bank)</a></li>



<li><a href="https://www.invesco.com/us/en/insights/trump-win-policies-market-economy.html">Co znamená politika Trumpa pro trhy a ekonomiku (WisdomTree)</a></li>



<li><a href="https://www.invesco.com/us/en/insights/inflation-tariffs-investor-questions.html">Inflace, tarify a další otázky investorů (WisdomTree)</a></li>



<li><a href="https://www.ssga.com/us/en/intermediary/insights/long-term-asset-class-forecasts-q1-2025">Long-Term Asset Class Forecasts: Q1 2025 (State Street)</a></li>



<li><a href="https://www.aqr.com/-/media/AQR/Documents/Insights/White-Papers/AQR-Sustainable-Commodities-Investing.pdf?sc_lang=en">Udržitelné investování do komodit (AQR)</a></li>
</ul>



<p><strong><u>Podcasty:</u></strong></p>



<ul class="wp-block-list">
<li><a href="https://open.spotify.com/episode/7kBJM04bTntjpXxV9POVrO">Scuttlebutt investování</a></li>



<li><a href="https://open.spotify.com/episode/3fzdebBLNHxJanBHtCsd6p">Kaspi.kz – Super-aplikace z Kazachstánu</a></li>



<li><a href="https://open.spotify.com/episode/7rKvAPjYyHXIUVm4a6GPVl">Proč může být akciový trh u vrcholu koncentračního rizika</a></li>
</ul>



<p><strong><u>Videa:</u></strong></p>



<ul class="wp-block-list">
<li>Myslete chytřeji, ne usilovněji &#8211; Howard Marks</li>
</ul>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="Think smarter, not harder with Howard Marks" width="740" height="416" src="https://www.youtube.com/embed/u8bkjP54l48?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<ul class="wp-block-list">
<li>Klíčová témata pro US akcie v roce 2025</li>
</ul>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="The key US equity theme for 2025" width="740" height="416" src="https://www.youtube.com/embed/LsTtrkiZpkI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<ul class="wp-block-list">
<li>Doubleline makro outlook, tržní outlook a investiční nápady pro rok 2025</li>
</ul>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe title="DoubleLine Round Table Prime 2025: Macro Outlook" width="740" height="416" src="https://www.youtube.com/embed/BctEZgzY9AI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="DoubleLine Round Table Prime 2025: Market Outlook" width="740" height="416" src="https://www.youtube.com/embed/SVlrY5P2aJY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="DoubleLine Round Table Prime: Lessons of 2024, Ideas for 2025" width="740" height="416" src="https://www.youtube.com/embed/06ZZoyjzeFE?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>



<p><strong><u>Infografika:</u></strong></p>



<ul class="wp-block-list">
<li><a href="https://www.visualcapitalist.com/which-sp-500-sectors-hold-the-most-cash/">Které sektory S&amp;P 500 drží nejvíce hotovosti?</a></li>



<li><a href="https://www.visualcapitalist.com/ranked-semiconductor-foundries-by-revenue-share/">Trh polovodičů dle tržeb</a></li>



<li><a href="https://www.visualcapitalist.com/which-chinese-products-are-most-exposed-to-u-s-tariffs/">Které čínské produkty jsou nejnáchylnější na tarify?</a></li>
</ul>



<p><strong><u>Statistiky:</u></strong></p>



<ul class="wp-block-list">
<li><a href="https://www.yardeni.com/pub/sp500analycons.pdf">S&amp;P 500 – Tržní konsenzus analytiků – Tržby, zisky a ziskové marže</a></li>



<li><a href="https://www.yardeni.com/pub/revearngrowthsquig.pdf">S&amp;P 500 sektory – Tržní konsenzus analytiků – Tržby a zisky</a></li>



<li><a href="https://www.yardeni.com/pub/valucbnew.pdf">S&amp;P 500 Valuace</a></li>
</ul>
<p>The post <a href="https://investicedoakcii.cz/clanky-tyden-4-2025/">Přehled nejzajímavějších videí a článků týdne 4/2025</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
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