EPISODE · Sep 7, 2026 · 1H 33M

Remember to sell in september?

from Tid er penger - En podcast med Peter Warren

Peter Warren går gjennom exit-skatten og gründerne som flytter ut, om september faktisk er måneden å selge i, og hvorfor oljefondet vil vekte seg ned i amerikanske statsobligasjoner. Resten går til yen-intervensjonene og Bessent-lappen, sveitserfranc-lånene fra 2015, 0DTE-opsjonene og et sponset tema om gull med Tavex.00:00) Intro og Skygard(00:47) Exit-skatten og gründerne som flytter ut(07:56) Remember to sell in September?(13:46) Oljefondet vil ut av amerikansk stat(20:33) Recency bias-generasjonen og rådgiverne(32:57) Ukens marked og Oracle-CDS-en(42:20) Yen-intervensjonene og Bessent-lappen(53:06) Sveitserfranc 2015 og boliglån i franc(1:03:07) 0DTE-opsjoner, diesel og Tyskland(1:14:47) Tavex: russisk gullsalg og 86 tonn til London Hosted on Acast. See acast.com/privacy for more information.

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Remember to sell in september?

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