
Podcast analysis of geopolitical developments and hidden values in DAX companies
AI-generated summary
US President Trump announced a diesel deal and an energy ceasefire with Russia. Despite these announcements, a thermal power plant was attacked in Kharkiv.
These are intense days for Ukrainian President Volodymyr Zelensky. First, US President Donald Trump announced a "diesel deal" with Russian President Vladimir Putin at the weekend, then he also reported an alleged "energy truce" about which Zelenskyj was not informed in advance. And yet a thermal power plant in Kharkiv was attacked afterwards.
What follows this news and what does it mean for the course of the war? Former Austrian diplomat and geopolitics professor Klemens Fischer explains this in the podcast.
And the focus of the episode is on the great potential of unused patents of the DAX companies. For some companies, the value of the patents is higher than the actual stock market value. And that could be an entry opportunity for investors. Markus Hinterberger, who wrote down this exclusive analysis for Handelsblatt, knows more about this.

European secret services warn of Russian assassination attempts on managers, particularly in the defense industry. The aim is psychological intimidation to weaken support for Ukraine. The GRU is increasingly using criminal networks for this purpose.

A cyberattack on a Danish software service provider has disrupted the cooling systems of numerous French supermarket chains such as Intermarché and Netto. Food had to be thrown away and the Paris public prosecutor's office is investigating.

The Stability Council predicts that Germany's debt ratio will rise to 78.25 percent by 2030. Despite exceeding European deficit limits, Finance Minister Klingbeil defends investments in infrastructure and the Bundeswehr.

At supplier Schaeffler, 1,800 employees have accepted the partial retirement program, significantly more than the targeted 1,300. In addition, the planned job cuts of 4,700 jobs are progressing faster than originally planned.

By the end of September, Schaeffler had cut 3,715 of a planned 4,700 jobs and thus reached its target for the end of 2029 a year earlier. The group now saves around 350 million euros annually instead of the previously planned 290 million euros.

The US stock markets are making a hesitant start to a week full of geopolitical tensions and important bank balance sheets. Oil prices rise as investors look to inflation data and the IMF annual meeting in Bangkok.