128. Gruvor, AI-knas och makro med Mr X och K-M Syding

from Antiloop Podcast · host Antiloop Podcast

Hedgefondförvaltarna Mr X och K-M Syding på Antiloop gräver ned sig i bland annat världens hetaste metall, volfram (den högsta smältpunkten av alla metaller). Mr X förklarar varför man ska följa Lundbergs och Lundin in i realtillgångarnas värld, och lyfter ett hopp om att Eric Krafft (GoviEx [uran], Leading Edge Materials [batterier och elmotorer]) kan bli en slags ny "Lundin" att följa. Syding följer upp tungstensdiskussionen med minst lika tung makro, med en dragning av PMI-siffrorna för juni, samt vad han ser för signalvärde i den svaga kinesiska valutan (fortsatt bankkris, dollarbrist och mer elände) Till sist: Blir världen verkligen mer produktiv med AI, eller fortsätter produktivitetstillväxten att sjunka, precis som den gjort de senaste 100 åren? /Antiloop

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128. Gruvor, AI-knas och makro med Mr X och K-M Syding

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