Tid er penger - En podcast med Peter Warren

Dive into the quirky world of trading as the hosts unravel their unexpected investments in Tesla stocks. Discover the rising allure of gold as a hedge against inflation and currency woes in Norway. Tune in for tales of navigating market volatility, cheeky anecdotes about bananas, and the critical differences between trading and investing. Plus, insights into the future market dynamics amidst upcoming elections and evolving seafood industries add spice to the financial discourse.

Magnus Reitan, Director of Reitan Kapital, leads a notable family office in Norway that expertly manages the Reitan family's wealth. He shares innovative investment strategies, emphasizing a data-driven approach over mere financial returns. The discussion dives into the intricate balance of family legacy and financial responsibilities, hedging against currency fluctuations, and the potential of catastrophe bonds. Listeners gain insights into Norway's financial future and the art of diversified investing, revealing the depth of thought behind successful portfolio management.

Andreas Wik, co-founder of Eider Grundleggen, shares insights on rapid business growth and customer engagement. The discussion dives into the fluctuating luxury market and the impact of a strong dollar on trading behaviors. They also explore Norway's philanthropic responses to the war in Ukraine and the unique challenges in the cryptocurrency sector. Personal anecdotes add depth, revealing the emotional ties investors have with current market dynamics. Get ready for an engaging conversation packed with market trends and innovative business strategies!

Mark Dow, a savvy expert in macroeconomics and finance, offers intriguing insights on market dynamics and political risks. He dissects the complexities of private credit, asset valuations, and the U.S. economy's surprising resilience. Highlighting the influence of political decisions on economic stability, he connects media narratives to emerging authoritarian trends. Dow also tackles the growing wealth inequality in America and shares strategies for successful trading by separating personal beliefs from market realities. A must-listen for savvy investors!

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.

Dive into the complex world of geopolitics with discussions on the crises in Ukraine and Syria. Learn about humanitarian efforts supporting Ukrainian hospitals and the challenges of crossing borders for aid. Hear firsthand experiences of the dangerous atmosphere in Ukraine amidst missile threats. Explore the intriguing backgrounds of key figures like Bashar al-Assad and Edward Snowden. Finally, uncover the geopolitical implications of lesser-known events, like a significant explosion in Tartus linked to Russian military activities.

Eric Fjellsoh-Herem, the CEO of Zaptec, shares his expertise from the forefront of the electric vehicle charging industry. He discusses Zaptec's innovative products, like the Zaptic O2, which enhance efficiency in EV charging. The conversation also touches on the company's impressive growth trajectory and the evolving energy landscape in Europe. Fjellsoh-Herem emphasizes the significance of compliance with EU emissions goals and the role of renewable energy in shaping the future of transport and energy management.

Nicolai Broby Eckert, a pricing expert from Simon-Kucher & Partners, shares valuable insights on the complexities of determining product prices. He discusses the interplay of value perception and market dynamics, using brands like Porsche and McDonald's. The conversation also dives into effective strategies for knowledge companies in the Nordic market and the significance of aligning pricing with customer expectations. Nicolai highlights behavioral economics in e-commerce, revealing how techniques like gamification can influence purchasing decisions.

Mark Dow, a savvy financial commentator, dives into the complexities of the current markets, revealing how COVID-19 continues to shape financial landscapes. He discusses the growing influence of cryptocurrencies spurred by political shifts in the U.S. and highlights the transition from retail to institutional Bitcoin investments. The conversation also covers advanced options trading strategies, the nuances of liquidity, and economic uncertainties influenced by tariffs and inflation, painting a vivid picture of today's financial resilience.

Jonas Mårtenson, a portfolio manager at Ress Capital specializing in life insurance policies, discusses a unique investment strategy often overlooked. He highlights the ethical complexities and market dynamics of life settlements and their rising popularity in Sweden. The conversation also navigates the regulatory environment post-U.S. election and its implications for insurance regulation. Mårtenson shares insights into achieving consistent returns with life insurance portfolios, emphasizing the balance between stability and adaptability in investments.