Tid er penger - En podcast med Peter Warren

Tid er penger har hatt gleden av å ha besøk av TS Lombards Dario Perkins, en selverklært økonomisk nihilst og makroøkonom. Hans analyser er nyanserte og sterke. Her er det mye å lære, både om hans konklusjoner, men også hvordan han tenker. Hosted on Acast. See acast.com/privacy for more information.

Dive into the chaotic world of financial markets as the hosts unravel the madness of current news and its implications for investments. Explore absurd transactions like a $15 million withdrawal without verification. Discover the impact of tariffs on currency strength and geopolitical challenges. Unpack the cryptocurrency landscape, focusing on Bitcoin's volatility and emerging trends. The discussion also touches on national debt shifts and the emotional dynamics driving market movements, sprinkled with humor and personal anecdotes.

Vuk Vukovic, a portfolio manager and former academic, shares his innovative approach to market prediction using super forecasters. He discusses the significance of anonymity in forecasting methodologies and the blend of psychology with statistical analysis. Vuk dives into the challenges of achieving alpha in asset management and highlights the art of storytelling in finance. His insights on navigating emotional challenges when transitioning from academia to entrepreneurship offer valuable lessons for aspiring investors.

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.

The hosts dive into the chaos of today's news and how figures like Trump and Musk shape economic landscapes. They discuss the struggle between traditional finance and disruptive technologies like AI. Market reactions to influential statements highlight the delicate balance of investor confidence. Plus, they analyze Europe's defense sector amidst geopolitical tensions and explore the media's accountability challenges. Ultimately, they hint at the vital blend of optimism and risk management necessary for navigating financial markets.

In this discussion, Abbas Gallyamov, a former speechwriter for Vladimir Putin, shares profound insights into the complex world of Russian politics and the ongoing war in Ukraine. He delves into Putin's evolving geopolitical strategies and the discontent brewing within Russia regarding military setbacks. Abbas also analyzes connections between Putin and global figures like Trump and examines the intricacies of international alliances and election interference. His unique perspective sheds light on the unpredictable nature of current geopolitical tensions.

Peter dives into the rising market fears and questions the looming threat of inflation. He scrutinizes the challenges facing the U.S. bond market and the implications of capital flows affecting both European and Chinese markets. The conversation touches on gold investment trends amid economic uncertainties, while also sharing amusing travel anecdotes from Svalbard. Key themes include navigating market psychology, the dynamics of the housing market, and the intricate relationship between commodity prices and geopolitical tensions.

Simen Bakke, a cybersecurity expert advising police on cyberattacks, shares vital insights on modern threats. He discusses the complexities of digital espionage, including risks from state-sponsored actors. Bakke emphasizes the importance of robust protective measures like multi-factor authentication and end-to-end encryption. He highlights the vulnerabilities within cloud services and the telecommunications infrastructure. Additionally, he stresses the necessity of remaining vigilant against online scams and maintaining personal cybersecurity awareness.

Join a captivating discussion about recent innovations in AI and their impact on cryptocurrency. Explore the evolving dynamics of the crypto market, including the implications of SEC regulations and the rise of speculative assets. Hear insights from a pivotal conference in Miami, showcasing a business renaissance and the intersection of finance and technology. Delve into the fluctuations in market sentiment influenced by political events, and discover unique financing strategies in the legal sector amidst the backdrop of cryptocurrency volatility.

Søren Martens, Head of Fishpool, discusses the intriguing world of salmon trading, a vital part of Norway's economy. He delves into the challenges of establishing a trading platform and the potential benefits of Euronext's influence. Martens elaborates on the complexities and risks in the salmon futures market, emphasizing the importance of analytics and liquidity. Listeners will learn about the influence of seasonal availability and pricing dynamics, as well as the emerging possibilities for investment in this unique niche.