Radio report: ‘AI investments without brains or common sense. Dare to doubt that the cash flow will return.’

Börsenradio | Uwe Eilers, CEO of Frankfurter Vermögen, in conversation with Andreas Groß (Börsenradio) about concerns regarding US fiscal policy. Mr Eilers criticises the US Federal Reserve’s politically motivated interest rate cuts as ‘economic madness’ with possible global consequences. At the same time, government debt is rising, while AI-related unemployment could increase. In Europe, on the other hand, interest rate hikes are being considered. Eilers also warns against exaggerations in the AI sector and draws parallels with the New Market: many business models would hardly generate sustainable cash flow. Frankfurter Vermögen has therefore significantly reduced its AI stocks – Nvidia completely – and is increasingly focusing on solid quality stocks such as consumer goods, financial companies and medical technology.

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The radio programme is in German.