Beckers Bets Podcast
In Beckers Bets, Jan Beckers, CIO and founder of BIT Capital, is joined by host Christoph Damm. Every four weeks, the two discuss current topics. Jan Beckers shares his views on the best investment strategies and the most important topics driving global markets, while Christoph Damm critically probes. The podcast regularly delivers insights into stocks, crypto assets, and current megatrends.
07.05.2026
Fund manager Beckers: "AI infrastructure currently knows only one direction – up"
02.04.2026
Fund manager Beckers: "AI agents will trigger the next infrastructure boom"
05.03.2026
Fund manager Beckers: "The SaaSpocalypse has real reasons"
05.02.2026
Fund manager Beckers: AI could disrupt industries faster than expected
08.01.2026
Fund manager Beckers: 2026 will be the year of selection
04.12.2025
Fund manager Beckers: "The AI competition is picking up speed"
06.11.2025
Why fund manager Jan Beckers sees no reasons for an AI bubble
02.10.2025
Fund manager Beckers: "The AI bull market continues"
04.09.2025
Crypto expert Ha Duong: "Ethereum is having its ChatGPT moment"
07.08.2025
Fund manager Beckers: "We are at the beginning of a real AI bull market"
03.07.2025
Fund manager Beckers: "AI is driving the markets – and the real boom may still lie ahead"
05.06.2025
Fund manager Beckers: "Stablecoins are the next killer application of the crypto world"
01.05.2025
Fund manager Beckers: "Some stocks have been sold off too aggressively"
03.04.2025
Fund manager Beckers: "China is likely to become significantly more important for investors again"
06.03.2025
Fund manager Beckers: "The markets are sending a warning signal to the US"
06.02.2025
Fund manager Beckers: "DeepSeek is more an opportunity than a risk for AI"
09.01.2025
AI, crypto, targeted stock-picking: how Jan Beckers plans to beat the market in 2025
05.12.2024
Fund manager Jan Beckers: "Wealth has moved from Hong Kong to Singapore"
07.11.2024
After Trump's election: "We continue to expect a positive environment for crypto" – Jan Beckers on the Beckers Bets podcast
03.10.2024
A bold Fed and a catalyst for Chinese equities – Jan Beckers on the Beckers Bets podcast
05.09.2024
Fund manager Jan Beckers on contrarian investing: "Buy when no one wants the stock"
01.08.2024
"Germany should have kept its Bitcoin holdings" – Jan Beckers on the Beckers Bets podcast
04.07.2024
Fund manager Jan Beckers: "Our Duolingo data showed us we should sell"
06.06.2024
The risks of AI: "No one currently knows how to build an AI that only does what it is supposed to do"
02.05.2024
"Elon Musk has overextended himself with his companies" – Jan Beckers on the Beckers Bets podcast
04.04.2024
A good chance for a comeback in Chinese equities – Jan Beckers on the Beckers Bets podcast
29.02.2024
After the blockbuster results: "It will take years for anyone to catch up with NVIDIA" – Jan Beckers on the Beckers Bets podcast
01.02.2024
Despite poor prices: "The approval of the Bitcoin spot ETF is a milestone" – Jan Beckers on the Beckers Bets podcast
04.01.2024
The 2024 market year: surprising turns and promising opportunities – Jan Beckers on the Beckers Bets podcast
30.11.2023
Upheaval and recovery: leadership change at OpenAI and Nvidia's financial surge shape the AI industry
02.11.2023
How did 2023 shape the crypto market and what role did Bitcoin play?
05.10.2023
Stable rates in the US and structural challenges in Germany: what's next for the economy?
21.09.2023
AI revolution: why the boom is only just beginning and how investors can benefit
07.09.2023
Insights from the key Goldman Sachs conference in San Francisco
24.08.2023
A fifth of young people unemployed and declining growth – what's next for China?
10.08.2023
Amazon, Apple, and Meta – which tech company is leading in the latest earnings?
27.07.2023
Insights into Jan Beckers' investment background
13.07.2023
Triumph in the tech sector: strong high-conviction positions and whether artificial intelligence qualifies as a future growth opportunity
29.06.2023
Will the US financial regulator bring down Coinbase and Binance?
15.06.2023
Apple Vision Pro, Oculus, and HoloLens – what is the potential of immersive technologies?
01.06.2023
Nvidia, TSMC, and ASML – what's next for the global semiconductor industry?
18.05.2023
Nubank, Duolingo, and Uber – which tech companies delivered convincing results?
04.05.2023
A 48 percent share price drop at Chegg – how disruptively is ChatGPT attacking existing business models?
20.04.2023
Artificial intelligence as a competitive advantage: how tech companies benefit from AI
06.04.2023
Creative machines – how generative artificial intelligence is disrupting our lives
23.03.2023
Silicon Valley Bank collapse – what are the consequences of the crash?
09.03.2023
Encouraging earnings – is Duolingo's AI bet paying off?
23.02.2023
Israel, Indonesia, and Hong Kong – exclusive insights from behind the scenes of a BIT Capital field trip
09.02.2023
Stock market rally in January – has the Fed beaten inflation?
26.01.2023
Genesis insolvency and calls for regulation – what signs of hope are there for the crypto industry?
12.01.2023
Advance of artificial intelligence – does ChatGPT have the potential to be a Google killer?
29.12.2022
Tech crash, best picks, and attractive entry opportunities – Jan Beckers' year in review
15.12.2022
Nubank, Monday, and Duolingo – how the quarter went for BIT Capital
01.12.2022
Roller coaster ride in the crypto industry – when will the trend turn?
17.11.2022
Sam Bankman-Greed – what happens after the FTX crash?
03.11.2022
A brutal earnings season for Big Tech – why does Apple remain the exception?
20.10.2022
Collapse after a hopeful start – should investors now turn to value stocks?
06.10.2022
The rise of cryptocurrencies – sustainable development or short-term phenomenon?
22.09.2022
Active or passive investing as the central question – why do fund managers fail to beat the index?
08.09.2022
Will recession follow inflation? The Nubank opportunity and Meta vs. BeReal
25.08.2022
Paradigm shift or exaggeration – are internet stock valuations rational after the correction?
11.08.2022
Relief on the stock market? Quarterly figures from Big Tech and a more than 32,000 percent return on AMTD Digital
28.07.2022
Investing beyond the stock market? How venture capital and private equity work
14.07.2022
Upstart sale, China outlook, and what the Klarna debacle means for the fintech industry
30.06.2022
Zalando crash, takeover rumours at Robinhood, and why 99 percent of crypto assets will go to zero
16.06.2022
The spectre of inflation, the crypto sell-off, and interest rate policy – how can investors respond?
02.06.2022
Inflation fears, mass layoffs, insider trading – when will the tech turnaround come?
19.05.2022
Terra crash, Coinbase, and Opendoor – how are crypto and equity markets developing?
05.05.2022
A new opportunity for Meta and a turnaround at Netflix?
21.04.2022
Twitter, Monero, Cyber Security – hope for improved market performance in the second quarter?
07.04.2022
Ethereum, Proof of Stake, NFTs – can crypto conquer the mass market?
24.03.2022
Portfolio hedging in times of crisis – how Jan Beckers protects his portfolio
10.03.2022
Hedging, crypto as a crisis currency, and a total loss at Tinkoff?
24.02.2022
Russia-Ukraine conflict, Tinkoff crash, and Upstart – investing in times of crisis and the future of the fintech industry
10.02.2022
Meta crash, crypto boom, and NFTs – the opportunities crypto offers
27.01.2022
Rate turnaround, hedging, market timing – Jan Beckers' assessment of the turbulent stock market weeks
13.01.2022
Costly mistakes and rewarding virtues – how to invest successfully
30.12.2021
Metaverse, China, and the most exciting trends in 2022 – Jan Beckers' annual outlook
16.12.2021
Meme hype, inflation fears, and the best investment ideas – Jan Beckers' year in review
02.12.2021
Alibaba, Tencent, fintechs, and the central bank coin – the opportunities China offers investors
18.11.2021
DeFi, NFTs, and blockchain games – why future crypto winters will be milder
04.11.2021
Value 2.0 – how to beat the market today
28.10.2021
This is "Beckers Bets" – insights into stocks, crypto, and today's investment mega trends
