Tid er penger - En podcast med Peter Warren Peter som oljefondsjef?
Nov 25, 2024
Explore the intriguing dynamics of the equity market, including increasing insider selling and the impact of debt on consumer financing. Discover the evolving world of cryptocurrency, where retail behaviors are shifting and trends like the 'kimchi premium' emerge. Delve into the geopolitical influences on markets, particularly the situation in Ukraine, and the cultural impact of memes on crypto valuation. Also, unpack contrasting views on risk in private equity, exemplified by figures like Elon Musk and their high-stakes strategies.
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Episode notes
Oljefondsjef Nomination
- Listeners jokingly suggested Peter Warren should apply for the Norges Bank Investment Management CEO position.
- Warren humorously considers the idea, discussing the intense scrutiny faced by previous appointees.
Market Signals
- US households are highly bullish on equities, at record levels.
- Warren Buffett currently holds historically high cash reserves.
Smart Money Moves
- Several prominent investors like Buffett, Englander, and Griffin are reducing risk or selling assets.
- Consider this a potential warning sign from informed individuals.