Tid er penger - En podcast med Peter Warren Kvelden før kvelden eller natten før natten?
Dec 23, 2024
In this engaging discussion, Eric Hagerup, a portfolio manager at Heimdall Forvaltning, shares his insights on high-yield investments and the lessons learned from financial crises. He delves into market dynamics, exploring the ongoing impact of the Federal Reserve and inflation. Hagerup reflects on navigating investments during the COVID-19 pandemic, emphasizing quality over quantity. The conversation also touches on the importance of adaptability and collaboration in uncertain markets, providing listeners with a wealth of knowledge on investment strategies.
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Novo Nordisk Stock Drop
- Novo Nordisk, Europe's most valuable company, saw its stock drop 27% after publishing study results.
- The study showed slightly worse than expected weight loss results, causing the stock to plummet.
Musk's Political Impact
- Elon Musk's criticism of the US bipartisan system caused market reactions and impacted Tesla's stock.
- His tweets containing misinformation created a political crisis affecting investor confidence.
Bond Market vs. Rates
- US bond market reflects higher inflation, creating conflict with the current rate.
- This conflict presents a problem for traditional 60/40 portfolios, as bonds and stocks become correlated.