Tid er penger - En podcast med Peter Warren Orange swan event
Apr 7, 2025
Explore the intriguing dynamics of market collapses and the impact of tariff policies. Discover insights into economic crises and the complexities of risk management, referencing UBS as a case study. Analyze various projections for the S&P 500 and navigate financial volatility using humor and expert strategies. Delve into Trump's controversial relationship with golf, reflecting on strategy and ethics. Finally, gain a snapshot of market trends and commodities like Bitcoin and gold amid fluctuating currencies and policies.
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Risk and Market Dynamics
- Overpriced American stocks and risk-filled assets fueled market growth.
- The belief in a risk-free market led to inflated valuations.
Trump, Biden, and Recession
- Trump's previous recession talk didn't impact the market, but his renewed discussion creates uncertainty.
- Blaming Biden for the current situation is far-fetched, given Trump's actions.
Tariffs and Economic History
- Tariffs, historically, have negative economic consequences.
- The Smoot-Hawley Tariff Act is a key example of how tariffs can worsen economic depressions.