Morten Astrup, «Big oil»kutter og Norwegian nye rekorder

– Nå skal porteføljen være kjedelig, sier investor Morten Astrup og forklarer hvorfor man bør tenke slik når man forvalter et rentefond som Storm Capitals i dagens marked. De arrangerer sin årlige kapitalmarkedsdag torsdag og vi diskuterer også noen av hans private investeringer, inkludert bunnfiske i Novo Nordisk. Du får også høre mer om Norwegians trafikktall, nedbemmaningen i «big oil» og mer om grep i Statkraft. Hosted on Acast. See acast.com/privacy for more information.

Episode metadata supplied by the publisher feed · Published Sep 4, 2025

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Morten Astrup, «Big oil»kutter og Norwegian nye rekorder

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