Tid er penger - En podcast med Peter Warren Snikende tiger, skjult drage
Jan 27, 2025
The discussion kicks off with a humorous take on rising wireless prices. Market chaos follows, highlighting geopolitical and AI impacts on investments. Regulatory battles over TikTok are scrutinized, while the AI rivalry intensifies with colossal funding talks. Insights into psychopathy reveal its implications in leadership. Historical economic crises and military alliances get analyzed, showcasing past and present responses. The episode wraps up with reflections on customer experience in the food sector and hedge fund networking trends.
AI Snips
Chapters
Transcript
Episode notes
Market Volatility
- The market experienced a strong start to the year followed by a significant drop.
- This episode discusses market trends after Trump's presidency.
Recording Context
- The podcast was recorded on Sunday, after the DeepSeek event and market fall on Monday.
- The discussion refers to the market conditions from the weekend perspective.
Portfolio Construction
- Construct a portfolio you're comfortable with, understanding your risk tolerance.
- Align your portfolio with your time horizon; longer horizons allow for more risk and equities.