Tid er penger - En podcast med Peter Warren Hvem trenger fundamentals når du har FOMO?
Feb 10, 2025
Peter dives into the rising market fears and questions the looming threat of inflation. He scrutinizes the challenges facing the U.S. bond market and the implications of capital flows affecting both European and Chinese markets. The conversation touches on gold investment trends amid economic uncertainties, while also sharing amusing travel anecdotes from Svalbard. Key themes include navigating market psychology, the dynamics of the housing market, and the intricate relationship between commodity prices and geopolitical tensions.
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Market Momentum vs. Fundamentals
- The US stock market's momentum-driven rise has decoupled from fundamentals.
- European markets are becoming more attractive as investors repatriate funds.
The VIX: Not a Fear Index
- The VIX, often called the "fear index," isn't a reliable measure of actual market sentiment.
- Recent illogical market movements make understanding current trends difficult.
The Gaza Proposal
- The White House suggested the US take over Gaza, remove mines, and resettle Palestinians.
- This proposal was met with criticism, particularly from countries expected to accept displaced Palestinians.