Tid er penger - En podcast med Peter Warren
Tid er penger
Dette er en podcast med Peter Warren. Peter Warren har over 30 års erfaring som forvalter, trader og investor. Han startet innenfor metaller, råvarer og har de senere år forvaltet og tradet dette i tillegg til valuta, aksjer og renter. Han startet blant annet det norske markedet for aksjeopsjoner i 1987, har 10 års erfaring som opsjons-market maker og 12 års erfaring som forvalter av hedgefond. Warren mottok tilsammen fem internasjonale priser for denne forvaltningen. Han er utdannet innen økonomi og statsvitenskap og har i Norge studert ved Forsvarets Høgskole og Universitetet i Bergen. Peter går ofte mot strømmen, og stiller spørsmål ved etablerte sannheter og er motstander av gruppetenkning. I denne podcast-serien forteller Peter om sin historie og det store prosjektet han jobber med nå. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
8 snips
Dec 9, 2024 • 1h 32min
Når Dr. Doom er bullish...
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.
Dec 5, 2024 • 46min
Kontroversiell og interessant fondsstruktur - Ress Capital
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.
14 snips
Dec 2, 2024 • 1h 32min
Oops, tjente visst 14,4 milliarder mer enn vi trodde
Dive into the fascinating world of market dynamics and geopolitical influences that shape financial landscapes. Discover the shocking discrepancies in corporate earnings and the personal toll on stakeholders. Explore Bitcoin's complex market relationships amid evolving investment strategies. Uncover the global economic implications of rising U.S. power, Brexit, and U.S.-China relations. Learn about the humanitarian impact of the Syrian conflict alongside light political banter and insightful trends in electric vehicles and gender disparities in real estate.
Nov 28, 2024 • 32min
Der finans møter miljøet - Trevor Sikorski
Trevor Sikorski, a carbon expert from Energy Aspects, delves into the complexities of environmental markets and carbon engineering. He provides a masterclass on carbon credit landscapes, emphasizing their financial and ecological intertwining. The discussion reveals challenges in European electricity generation, particularly with nuclear power's aging fleet. Sikorski also elaborates on new CO2 charges in shipping and the future potential resurgence of carbon credit trading. The conversation highlights how finance is evolving in response to increasing environmental awareness.
Nov 25, 2024 • 1h 42min
Peter som oljefondsjef?
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.
Nov 21, 2024 • 47min
En masterclass i strøm - Nord Pool CEO Tom Darell
Tom Darell, CEO of Nord Pool, shares his expertise on the intricacies of the European power market. He discusses the complexities of futures and derivative contracts, the impact of renewable energy on market volatility, and the shift to tech-driven trading. Darell highlights the importance of data transparency and the evolving role of energy storage solutions, like vehicles, in enhancing system flexibility. He also examines the challenges and innovations in energy infrastructure and the need for a unified power pricing structure across Europe.
Nov 18, 2024 • 1h 57min
Fired up, ready to go
Dive into the power of storytelling and its motivational impact. Explore the unpredictable market dynamics shaped by media narratives and geopolitical tensions, including internet disruptions in Europe. Discover insights on investing in precious metals, particularly the contrasting nature of gold and silver. Reflect on the Russian military's recruitment struggles amid the Ukraine conflict. Finally, consider the implications of recent elections on financial markets and the complex intersection of politics, health, and AI.
Nov 17, 2024 • 1h 5min
Spionen som kom inn fra Volda - Kjetil Hatlebrekke
Dette er en republisering av intervjuet Tid er penger gjorde med Kjetil Hatlebrekke i 2022. Kjetil døde dessverre i 2023 etter lang tids sykdom. Kjetil Hatlebrekke fra Volda jobbet innen norsk etterretningstjeneste og internasjonalt innen etterretningsfaget. Han var forfatter, underviser, foreleser, rådgiver, offiser, operatør og instruktør i seksjon for spesiell innhenting, E 14, med operativ erfaring fra Bosnia, Kosovo, Midtøsten/Irak og Afghanistan. Han tjenestegjorde i Forsvaret siden 1990. Han tok doktorgrad i etterretning og to mastergrader i krig- og konfliktstudier ved King’s College London hvor han også var gjesteforsker. Han mottok E-tjenestens fortjenstmedalje i 2019 som den første som ble hedret offentlig.Han ble 53 år gammel. Hosted on Acast. See acast.com/privacy for more information.
Nov 13, 2024 • 1h 9min
Et unikt multitalent innen finans - Jens Nordvig
Jens Nordvig, a former analyst turned serial entrepreneur, delves into a wealth of finance insights. He navigates the challenges facing the Norwegian Krone and discusses innovative hedging strategies. The dialogue covers the impact of AI and alternative data on finance, examining how technology transforms investment approaches. Jens also shares his experiences through key economic events, emphasizing the importance of diverse perspectives in understanding market dynamics. This conversation serves as a masterclass in macroeconomics and data-driven strategies.
Nov 11, 2024 • 1h 43min
Putin vant valget, Trump vant makten og Musk vant økonomisk
Explore the intricate ties between global politics and economics, revealing how elections sway market dynamics. Delve into the influence of U.S. electoral outcomes on European markets and tech stocks. Discover the volatility of cryptocurrencies, including Bitcoin, and how recent events shape their trajectories. The conversation highlights the ethical challenges in journalism amidst geopolitical narratives, while exploring the complexities of prediction markets and the role of social media in shaping economic perceptions.
