EPISODE · Aug 24, 2026 · 1H

Strong is weak

from Tid er penger - En podcast med Peter Warren

Peter Warren går gjennom USAs renteintervensjon, der finansministeren kjøper tilbake gamle statsobligasjoner, og short-skvisen som sendte bitcoin opp 23 prosent. Ellers om å kjøre AI-modeller på egen maskin, dieselprisen på rekord, Citadels kjøp av Aschenbrenner-porteføljen og hvorfor USA hverken er allmektig i markedet eller i Midtøsten.(00:00) Intro og Skygard(00:52) AI på egen maskin, proprietære data og Voleon(11:56) Renteintervensjonen(21:45) Bitcoin: short-skvisen bak 23 prosent(31:14) Diesel-cracken på rekord(34:55) Ukens marked: gull, gass og Oslo Børs(39:16) SpaceX-CDS og fullinvesterte fond(42:27) Citadel og Aschenbrenner-porteføljen(47:06) USA i Midtøsten Hosted on Acast. See acast.com/privacy for more information.

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