Tid er penger - En podcast med Peter Warren Dunkelflaute
Feb 24, 2025
Sverre Diesen, a thoughtful contributor and producer, joins Peter Warren to tackle pressing market challenges. They discuss the implications of recent economic shifts and explore innovative investment strategies amid uncertainty. The conversation emphasizes navigating currency risks, the changing dynamics in bond markets, and the impact of geopolitical tensions on Europe's role in global military investments. With a blend of caution and optimism, they highlight opportunities within this unpredictable landscape, encouraging savvy financial decision-making.
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European ETF Regulations
- New European regulations require ETF documentation in local languages.
- This aims to increase investor understanding, potentially impacting market makers and retail trading.
XIV ETF Collapse
- The XIV inverse volatility ETF collapsed, highlighting the risk of complex ETFs.
- Many investors didn't understand the documentation, despite it being available.
US Stock Valuation
- US stock valuations have increased significantly compared to European stocks.
- This has led to increased allocation to US markets, not solely due to regulation changes.