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

What this episode covers

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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Frequently Asked Questions

How long is this episode of Antiloop Podcast?

This episode is 43 minutes long.

When was this Antiloop Podcast episode published?

This episode was published on July 5, 2023.

What is this episode about?

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...

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