125. Market wizards och andra legendarer om utsikterna fö...

What this episode covers

Hedgefondförvaltarna Anna Svahn och Karl-Mikael Syding på Antiloop diskuterar lärdomar från Hedge Fund Market Wizards från 2012. Dessutom citerar Anna från en intervju med ekonomen Daniel Lacalle Fernández. Syding refererar med lite ovanligt bullish tilt till två intervjuer från senaste veckan med Druckenmiller respektive David Hunter. Hunter har ett melt-up-scenario drivet av indexering och FOMO, där S&P kan gå till 6000-7000 i år (+37-60%). Druckenmiller ser lite mer modest en mycket sannolik och förväntad men icke desto mindre kanske kraftig ekonomisk recession i vinter, men han vill ändå vara lång AI-bolag. Han har lärt sig läxan från 1999 noga att inte korta narrativ med bra momentum. /Av och med Antiloop

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Frequently Asked Questions

How long is this episode of Antiloop Podcast?

This episode is 29 minutes long.

When was this Antiloop Podcast episode published?

This episode was published on June 14, 2023.

What is this episode about?

Hedgefondförvaltarna Anna Svahn och Karl-Mikael Syding på Antiloop diskuterar lärdomar från Hedge Fund Market Wizards från 2012. Dessutom citerar Anna från en intervju med ekonomen Daniel Lacalle Fernández. Syding refererar med lite ovanligt bullish...

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