107. Geopolitik i Harens år med Mr X

What this episode covers

Förvaltarna Mr X och K-M Syding på hedgefonden Antiloop funderar över Putins valmöjligheter och sannolika livslängd, samt om börsen kan fortsätta klättra uppåt på en lagom Wall Of Worry, eller om makromiljön blir alltför hoppig och osäker för det i Harens år. Kan global warming ge Ryssland ett plötsligt övertag, och vilka norska rederier ska man i så fall ha när isen släpper i norr? Blir Ryssland en ny stormakt, en kinesisk lydstat eller styckas kanske imperiet en gång för alla i turbulensen efter ett förlorat krig och en förlorad Putin? Förutom geopolitik tar Syding och Mr X upp halvledardöden, onlinereklamdöden och favoritaktierna Meta och Spotify

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Frequently Asked Questions

How long is this episode of Antiloop Podcast?

This episode is 31 minutes long.

When was this Antiloop Podcast episode published?

This episode was published on February 9, 2023.

What is this episode about?

Förvaltarna Mr X och K-M Syding på hedgefonden Antiloop funderar över Putins valmöjligheter och sannolika livslängd, samt om börsen kan fortsätta klättra uppåt på en lagom Wall Of Worry, eller om makromiljön blir alltför hoppig och osäker för det i...

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