Avsnitt 542 - Ska det vara så här lätt?

19 Aug 2025 · 48 min · 17 chapters

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In short

Stock-market “casino” talk focused on SPACs and biotech/crypto/macro. Guests trade around catalysts, especially SPAC mergers and geopolitical headlines, and discuss valuation, momentum, and risk.

Guests (backgrounds)

The episode features two recurring hosts (names not clearly stated in the transcript) plus sponsor/partner segments. One sponsor is RoboMarkets (broker platform). Other sponsor is Virtune (crypto ETP/staking products). Guests discuss specific Swedish/Nordic and US-listed stocks as active traders.

Key claims

  • SPACs can re-rate fast when merger/“10-K cash” timelines approach; “simple trades” can yield 40–50% in a week.
  • Biotech outcomes are binary and timing is unpredictable; Eli Lilly oral-tablet results triggered speculation and Viking Pharma fell ~30–40%.
  • Crypto rally is tied to stablecoin legislation/use; Ethereum benefits from stablecoin issuance and institutional inflows.

Notable examples

  • SPAC: CCIR renamed to “Kiev”/Kievstar (Ukraine telecom); linked to Putin–Trump/peace talks and meme-like low float/lockups.
  • RoboMarkets: low trading fee (0.075%), TradingView integration, demo account.
  • Crypto: Ethereum surge; Virtune “Staked Near” ETP on Nasdaq Stockholm.
  • Stocks: Novo Nordisk/SBB-B/Heimstaden discussion; VNV/Vostok New Ventures sale of Israeli asset and potential NAV discount play.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

Tap a time to open that second in VO

The SPAC Market and Recent Trends

0:46 to 4:28

A deep dive into the SPAC market, discussing trades, strategies, and recent movements.

“När man äntligen får ge sig in i din SPAC-värld här så får man 40-50 % på en vecka Det verkar inte svårt, hur har jag missat den här festen?”

Biotech Market Analysis

4:28 to 6:40

Discussion on recent performances and news in the biotech sector and its implications.

“If I have fattat it right, they have several different and this is just after 12 weeks how it has gone.”

Cinsino and Trends in Health Products

6:40 to 10:00

Exploring the success of Cinsino and trends in health-related products.

“And the one who has bought Dippen in Novo has really managed.”

Investing Strategies and Market Risks

10:00 to 13:20

A discussion on investment strategies, risks involved, and market behaviors.

“They dunked in six different preparatory.”

Market Dynamics of Mobility Apps

14:00 to 16:56

Explore the competitive landscape of ride-sharing and mobility apps like Voya, Bolt, and Lime.

“So they would love to them with 50 % Is it going to be a fair share with Voya?”

Telecom Innovations in Ukraine

16:57 to 18:42

Discuss how Kyiv Star is evolving as a super app in the Ukrainian telecom market.

“Let's go to the next week's glädje with CCIR.”

Speculations on Peace and Investment

18:43 to 20:24

Analyze the potential impact of peace negotiations on Ukrainian investments and company valuations.

“But I thought, just a vapenvila so will it go.”

Potential Market Reactions to Political Developments

20:25 to 22:42

Examine how political dialogue could influence stock prices and market sentiment.

“Och nu pratas det ett trepartssamtal mellan Zelensky, Trump och Putin i Genev.”

Understanding SPACs and Market Trends

22:43 to 26:00

Delve into the world of SPACs, their association with political figures, and market trends.

“You get a little ambivalent when you have got 50 % on a week.”

Ethereum and the Future of Stablecoins

26:01 to 28:00

Discuss the rise of Ethereum and the growing significance of stablecoins in the crypto landscape.

“It's like when Softbank in July said that now they should invest how much money as well to USA and I.”
Show all 17 chapters

Ethereum's Recent Surge and Market Dynamics

28:00 to 29:45

Learn about the factors driving Ethereum's rise, including stablecoins and institutional interest.

“If we talk about crypto, Ethereum has gone extremely strong on the end.”

Ethereum's Recent Surge and Market Dynamics

29:48 to 33:53

Learn about the factors driving Ethereum's rise, including stablecoins and institutional interest.

“Och du kan handla den här ETPen precis som en vanlig aktie direkt via Avanza, Nordnet, Saver och Montrose.”

SBB's Challenges and Potential Recovery

33:53 to 36:39

Discuss the situation of SBB, including capital injections and dividend issues.

“Och så får vi syna det här och se om man blir lika arg som alla SBB -ägare har varit tidigare.”

Inflation Trends and Market Reactions

36:40 to 41:04

Analyze current inflation trends and their impact on the financial markets.

“And it's a pretty cheap rent on this So what lär ju hända det?”

Fed Policies and Future Predictions

41:04 to 42:00

Explore the implications of Fed policies and potential future changes in interest rates.

“for them to know if they will focus on inflation or will focus on the job.”

Analyzing Trump's Administration and Economic Policy

42:00 to 45:39

Discussion on the current and future impact of Trump's policies and the Fed's actions.

“Det speklar inte riktigt hans by där med Powell att han skulle sänkt igår.”

Market Trends and Personal Trading Insights

45:40 to 46:59

Reflections on personal trading strategies and market conditions.

“And with the safe guarantee can it be interesting to see which countries are with there.”
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Transcript

Automatic transcript. May contain errors.

0:00Just what is it that you want to do? We want to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. But wait baby, let's go! We're going to have a good time. We're going to have a party. Thank you.

0:45Jubel här i vår senaste När man äntligen får ge sig in i din SPAC-värld här så får man 40-50 % på en vecka Det verkar inte svårt, hur har jag missat den här festen? Vad sa du? Hur har jag missat den här festen Med de här enkla Enkla tradesen? Du är inte lejt till det par dig liksom Nej, det är nu det börjar Men det här säger väl en del om Hur sådana här Chamat kom in nu, det ska vi också prata om Events, hur det funkar Att man ska liksom egentligen, börsen har bara blivit Mer och mer kortsiktig, du sitter på den här i tre månader och sen går den upp 40-50 % på en vecka här. Mer, jag köpte den i februari.

1:20Så satt den på i en halvår. Ja, exakt. Så vi ska prata lite CCIR, hette den ju förut, SPAC-en. Nu är ju ticken K-I-I-V. Och hela Putin-Trump-mötet. Jag ska prata lite VMV. Jag handlar lite Cinsino. Jag har tagit ett litet SPAC - i SBB-D inför rapporten i morgon. Har du gjort några affärer? What are you talking about? I'm going to go to index in the USA. The next one. The S &P. They are and hover. I'm going to say. And I'm waiting on that they will come down. That's how you could have played it in for a few minutes. That's how I've followed CCIA. I'm not very happy with that. I'm not happy with that.

2:07Over the rösting that was for the week. But it felt like it was a better bet to take. And it was it was one of the best. Yeah, then I could say for you That it was a big lockup And a lot of other technicalities Yeah, it was a good discussion we had It was no flippers here It was just a bit more than a move But we'll take off the episode So we have a lot to talk about

2:33We have with us Robomarkets And it's still In the USA, it's happening We have Open Door That we have talked about We have Intel There was Softbank in today. We have United Health, where Warren Buffett flagged up. And we have even our case, CCIR, which now is called Kiev. The one can handle via Robomarkets. You can handle very low-income. You can handle ISK, more value-to-to. It's not a lot of money. So if you handle active on the foreign countries, and maybe especially in the USA, you want to go short or long, then it's really Robomarkets-alternative. Yes, and the trade is from 0 ,075 % or 7 ,5 % as you say.

3:17It's not a minimum of a cottage. Antall of a or a store of a affair is not a role, but it's the end of the cost. All the customers, regardless of the engagement of Robomarkets, have access to the same available. The are 0 ,075 % in the cottage. And you don't have to be a pro-kund or anything. And you also have the opportunity to trade directly to TradingView, som man enkelt kopplar till sitt RoboMarketskonto och där kan man då handla direkt i graferna och det är gränssnittet på TradingView. Det är ju jättesmidigt, det är ett jättestort system. Och kan man lite kodning eller intressera av det kan man även göra det för att testa strategier och sånt.

3:54Men framförallt handlar USA billigt valutakonto. Ja och framförallt om man vill testa lite så kan du kanske köra ett demokonto. Är det något land det rör sig så är det ju USA så det kan vara bra att kanske testa sig fram innan man ger sig in i den The real formula. Yes, it is. And it's where it happens. And it's where it happens just now. And if you have any questions, you can always hear it over to Max and Simon on Stockholmskontoret or via their x which is at Robomarkets.se. So, be a kund today if you don't know. Thank you, Robomarkets. But, come to mind, investering in your risk and it's not sure that you're going to get back your invest in capital.

4:28What's up?

4:58and then today came the result from their phase 2 it was the ones who had the oral that they took tablet instead and they got a little bit of a hand and thought now I missed it, it has gone pretty well since Eli Lilly failed with his or it got a little bit of a result on his oral tablet but now I'll see how it goes now but in the market was Viking down 30 % and the rubriken was that they had done with their study so this is a bit about Biotech how it had gone if they had missed it when they were under 30 % but it was a little bit of a big effect, many of them had dropped as I see right now so it's under 40 % in the market so from that I had a heart in my mind that I had to buy it so I got a heart in my mind for all that I have to buy it and it's like it works, people talk about $100 of the study should be lyckad.

5:57If I have fattat it right, they have several different and this is just after 12 weeks how it has gone. But a little bit of what we were in the last week. Mycket will be from the best practices and bivert. It will not be the percent of how much it goes down. It will not be what it will be. It is my feeling on these products. It doesn't stick the whole thing out of biotech directly. No. Resultat is always a risk. Then you don't know when they come. For a week we talked about that it was a month left. Yes, exactly. And in the evening came Eli Lilly out with a 40-year obligation. So then people had to speculate that they would buy Viking and then the next day went down 40%.

6:42So it's... It's fast. And the one who has bought Dippen in Novo has really managed. The one was under 300. Now it's 350. It was in all the way Europe's biggest company It's been a spotlight company Yeah, actually So Chi That you don't come in there You'll get a chance to But it's like It's like It's like It's like a new VD Now it's time to Come to presterate there He said he got a whole different thing I read it How they had started A lot of chefer It's like It's like it's happening It's like a lot Under the way Innovo Precis, det enda är väl att De har ju riktigt kommunicerat Vägen framåt Nej, mer än att de ska fokusera på Ännu mer på grundbusinessen, diabetes och Fetma då, och inte köpa Hundra mindre biotechbolag Nej Exakt, jag lutar ju mer Att bygga pipeline kan vara Hälsosamt, men Det vill de tydligen inte Nej, så det var väl lilla updateen där Från Fetma och diabetes I handlade Cinsino.

7:53You know what it is for a company? I know it's name, but I'm on my mind. They sell omega-3 and cost-preparate. Cost is gott. And the company has gone as a spot on the market. Uppenbarligen so people like their preparate. They have bought some of their products. They have to make a month-updating. It's like that the amount of the amount is up 50 % every time. So the company But in one year, the stock was up to 173%. It was up to 300 % for a while. And in the last year, someone wrote to me that the stock was up to 20%. Then it was that Consumentverket had been able to get their klam and had come with some invading.

8:32The stock was up to 20%. The comment I got was that they had, if it was 4 % of their selling in Sweden and the stock was up to 20%. And some of them are doing this for a MLM, lite pyramidspel, man har ju försäljare som privatpersoner som är säljare och sådär men ja, uppenbarligen har de lyckats de omsätter ju över 2 miljarder tror jag nu på rullande basis och market cap är 6 miljarder här idag jag köpte och sålde fick väl några kronor, det är väl en aktie värd att bevaka, det känns ju väldigt lätt, det är väl lite som Herbalife de som är långa gillar verkligen det här och det känns väldigt lätt utifrån att Slå ner på det här när man har den här Oriflame-försäljning Jag skulle nämna Oriflame, exakt De var väl också beskylda för den metoden Att den inte funkar, men Sen funkar ju Oriflame -årig Ja, precis Det är ingen aktie Jag tror att bolaget har haft Kraftig tillväxt, handlats på Väldigt låga multiplar Och nu har vi liksom Många utlänningar har skrivit om den här på Twitter Så kan man använda It's not a series of but if you can use your cash flow and buy a lot of new cost-to-skots, then you'll get a really good resa.

9:53Absolutely. I wonder what barriers to entry are in the market because they think that one and another... It's just to look at Hims. They dunked in six different preparatory. Yes, exactly. I think that it's every TikTok-personality or Instagram. All of them are going to sell cost-to-skots and so many things. It's just how much as you can And all of them Just make sure And put their names on it And I think it's important That the quality of the Tänk will come in In the same way Yeah, but really And then It's like That things don't work But it's like Many of them Who buy these products They They They're They're They're They're They're They're They're I think I think I think They're They're They're They're They're They're They're They're They're They're But if it's a cost to get it, there's different qualities on it.

10:46How good it is, how easy it is for the body to get it. Then you see it on the road, it's a little bit of a mildew, that the kurses went from 100 to 300, or 280 or something, and now we're on 200. Direct when you break it, it goes up every day, it's not a rekyler, you get a little inside-a-sail, then you break the axel. skepnad och nu har man ju lite bryter den här magiska grejen. Jag brände mig i Mildef, jag köpte den här, sålde några kronor upp. Det är väldigt lätt att liksom titta på det här 280 och bara, nej men det var ingen nyhet, den borde gå tillbaka till det men ofta har ju aktien någon sån här psykosfas och nu kanske vi har lämnat den och liksom är tillbaka i någon form av momentum.

11:27Momentum tar slut. Ja, exakt. En verklighetsfas och helt plötsligt börjar folk ligga back i den här, att man har köpt på 250 240 och då blir aktien, det ligger ingen back are you a new highswire today, then is the triangle and a another character. Yeah, just. There it's here. When a deal goes from a momentum to an other JONTIE-goodland. Is that an item in thegger market sits there andmans Mr. Pl天, you're going to get it. And then the of the deals being on a different subject. It's a different thing. It's a risky card. In other words, we've ended the name. We go further, so I have called a little as done VNV, Vostok New Ventures, was extremely framgångsrika.

12:12Avito, Mimera. And then when it was a little bit of a chinnewick light. It has not all been so good. They have been writing down the price of the price. They sold one of their biggest, Get, which was in Israel. And then they started the affair on the basis of a konkurrence. Now it came in the week that they managed to sell it one more time. They would get the money next week. This was announced for the week. Now they would get the$86 million, which was a book-fart value. And the company would get the money to pay off their bond. I bought this on their 50 % rebate. So 100 % up. and now their biggest inhav is Voy which I use every day that it looks like a big deal for them.

13:08They've got a big deal of contract in Paris they've gone from to a lot of money to a lot of money that's a good job he's got a high swans-saving in social media and LinkedIn it's like he's going to do it everywhere it's not to do it if it goes bad for the company on very spread topics It's a question about all the things. Yeah, man thinks that it's a spark cycle. And then Blabla Car, which is a little bit of a walk-out. But it's just like these are not as close as Kinnevik. So if they just get in the money on the bank, they have a netto-kassa, then it would be a no-brainer to do a-order-köp if you have 50 % rabatt.

13:50It's 100 % up to NAV. And then Blabla Car and Voy for a large part of NAV. So, if you want to buy their own So they would love to them with 50 % Is it going to be a fair share with Voya? Are they going to the market? Yes, they have taken a obligation So they släpper kvadratrapporter all the time So it feels like it's the market in 12 months And then it's the question of what the BMW does with their own So there I have taken a little swing case Why do you buy Voya and not Bolt or Lime? It's well Uber? Yeah, but like where I live where it doesn't have so many I don't have an app to I don't have a voice I'm a month pass on where you get 300 minutes for 200 pounds and then you can go how much you want for a month for it and then it's very pricey it's like a while you've been in it just like if you open up so you've got 30 pounds and then it's super dup but it's like if you've got to do it just to just I can't even say it's how many brands are.

14:57It's just like 10 brands now. Now you're on a 3. It's just Lime that you can use via Uber-app. And Bolt. And then it's just like... It's just like those three. So it's like... If you had the tire... And many of these have been done. And it's just like... It's just like... And if you can have positive... They're just like DBD. So it's hard to understand. I haven't gone into the details of the Kassaflöder But it's a good thing to be one of these big things And it's a big thing to be That you can win Paris Or London And then you can only have one or two operators Where do you go? Bolt or? Bolt and Void But both of the apps You can use other things You can buy food You can buy a taxi So it's a good thing It's a super app It's a super app It's a super app It's a super app But I think it's a good For now Ska man have an app to I think If you go to Någon of them It will be a super app There it is All that's possible Yeah, but We'll see if Bill Roth He would have been A little hungry On revanch And the first time They sloughed The affair Was a year ago Then the first time Kursen I 30 And now Kursen 22 And NAV I'm 43 so it's a number of the last quarter of the dollar in fact that they have a lot of foreign foreign but then they had 10-15 % dollar so it's a case I've got in here we'll see how long I hold it but the week that they've got in the bank on the account both being a trigger and what they do with their bonds so they should take a little so long they're a little faster than Kinnevik to take a little after-köping instead of Kinnevik They're looking for a number of mandats and they're looking for a number of people.

16:52But it's not a lot of money to buy. They hate their own. Let's go to the next week's glädje with CCIR. And it's the word we can leave. Because now it's called Kyiv. Precis. Ticken is Kyiv. And Kyiv Star is called the company. Exactly. And it's Ukraine's biggest telecom-operator. Or telecom-operator. And they also tried to do a super app I saw that they had bought an Uber And it was an KRY And they tried to buy all the tjänster And they did a deal with Starlink I don't know Direct to sell That you can call each other with Starlink Yeah, it goes via Via satellite Instead of telecomnet I think it's via internet I don't know It's not but it's a good name to do a deal with exactly the same week as you should do it so it's top but my take was why I mentioned this in February that I had bought the SPAC was because it was the end of the ukrainsk company that goes to buy which is worth noting deal was already communicated that they would buy Keystar and my thought was okay, now I didn't know when the röst was not sacked when it was.

18:17I thought it was probably in the past week. I thought it would be maybe in September. One time in Q3. I thought that Trump would very much want to win Nobel Prize. It was a joke. But that he would try to get to a fred or a vapenvila it was probably a lot of time ago but it didn't go. And then it was the Zelensky-mötet that everyone remembers from the Vita House. It was the first meeting. The other one went better. But I thought, just a vapenvila so will it go. Yes, and it's a lot of people left. Then it was a photo on this. It was not the idea. I thought it could come a vapenvila under the year.

18:59So it's long enough. But now it's not a vapenvila yet. But now you can even talk about it. And go directly to a fred. But the interesting thing is that the company is like on P10 as it is. Alltså i nuvarande Försäljning etc. i Ukraina Och blir det en fred Då ska väl omsättningen dubblas Då ska det sattas på infrastruktur Det känns väl som en viss idé Vissa pratar om att då är vi nere på P5 Och då blir det alldeles för billigt Sen är det svårt att säga vad man ska ha i värdering Om man är ett ukrainskt bolag Det ska väl vara någon jätterabatt Eller att det kommer investeras massa Ja det är klart att det finns säkert En öststatsrabatt It's always the same But if it's like high As the rysk company, for example There has all the P5 Or today it's P0 But before it was always P5 It was a value trap That you could buy so many Because they were so expensive Now everyone knows why It's a such a rabat in many countries But just Ukraine I it's Ukraine We'll see what it will for Ukraine We don't know how the deal looks With land swapping and so But it's Ukraine When you do this on the other side, it feels like it will be a gold rush.

20:16It will pump in so much money. It's quite important for the West to be a winner after this. It felt quite difficult after the meeting, if you looked at how it would go. Was it a misslycky or a Putin-missed? Or a lycky? or like when you read the rubriker directly after you feel like this will go down a lot and then Trump has tried to move this out and they have managed to hold quite tight what happened under this meeting yes he had just talked about Putin so it's hard to say something Putin comes here and lays down his requirements and now he is in all fall handlingskraftig att liksom då kommer Zelensky dit på måndag och alla europeiska ledare kommer dit så att det händer väl grejer vilket gynnar väl den här aktien och ena spelet i det här är väl att det ska bli någon form av meme-aktie att det är jättelåg free float den är kortad, du har 90 % lockup, aktien heter Kiev så bara det kommer lite positiva nyheter där så ska hela världen in och köpa den här aktien det är väl liksom, så heller ska man hålla den i ett år och titta på något p-tal, det är lite olika liksom.

21:32Nej men utfallet of the meeting and the dialogue that is all of a difficult to say what it will be it can be that it can be a political will and a momentum to meet Putin on Monday or on Friday Monday and all the important people from EU EU-länderna där också i Washington på möte. Och nu pratas det ett trepartssamtal mellan Zelensky, Trump och Putin i Genev. Och så mycket har det ju inte hänt på de senaste två åren. Nej men det är på en helg, eller vad blir det, fyra dagar. Så det är klart att det har byggts ett väldigt momentum och då är det ju större sannolikhet att det blir någonting, en vapenvila eller en fred nu än vad det har gjorts de senaste åren.

22:27Vissa i långa perioder har inte ens förts en dialogue. So long you talk is it 10 times better than when it's a tyst. Kloka word. Just that I think, that you should press in. And the actie... What can it do? It's between 15 and 16. You get a little ambivalent when you have got 50 % on a week. Then you just want to scream out on the cell-knappen. I don't have any agerated yet. I maybe agerated in one second. Or you don't agerated all. You get a little paralyzed here. I'm sitting in the same situation You trade in and say You take the money and spring And then there's an investor That's the one that says But it'll be P10 And so it's always But this was a special case And I I wanted to have a rule That I didn't want to sit over the list But now it's this meeting I've said earlier in the podcast the pod this year, don't betta the administration in the USA because when they have done much done, it must be Trump it's different, I saw that he bought a lot of money I just want to explain it because I know, the first thing when Trump has done much done then they say, it's not good and he just blows up but even with it, if you do a rabat on everything he gets done that he says that it's the best deal ever.

23:58No, but if it's 50 % of it then it's still very much he has done with others. With Biden, absolutely. And he has just been a half-year. He has been a half-year. It's seven or eight months. So it's not that I mean it's it goes almost too fast. And another detail in this company is that Mike Pompeo, the former minister, he had been in the system. He would have to get 12 million dollars If the SPAC is out If it became a merger So it's a bit like that it works In USA it's like Tjänster and gentjänster And you can do a little bit of a career And it can be aish But now it's really good to see it So you can play it I've said why I have some of these SPACs And it's because I let SPACs That's near Trump där styrelsen är nära administrationen.

24:55För att han är the kingmaker. Shamat nära administrationen nu också. Hans polare David Sachs, de har ju en all-in-podcast i USA. Han är ju med på ett hörn i administrationen. Han är David Sachs. Han är väl krypto-lord? Ja, exakt. Och AI. Han ska göra en spec nu. Senaste gången Shamat gjorde en spec var vi 2021. Alla hans banks gick ner 90%. Han döpte de A, B, C, D och så bara matade han vidare där och tjänade enormt mycket själv. Sen hoppade han av det där och slutade med det där typ på toppen. Och även känt som en av de första i Facebook, det var väl där han kände... Han jobbade ju där, exakt.

25:38Han var ju... Han jobbade på Facebook jättemånga gånger. Sen startade han väl Social Capital, vad heter hans? Venture Fund. Jag skulle inte vilja köpa något av honom. När han säljer så känner han that it's clear. But you should look at what he does and follow what he says. And now he started SPACs. And I wonder if it can be a kind of a topic signal that now he's back to SPACs again. Yeah. It's like when Softbank in July said that now they should invest how much money as well to USA and I. Yeah. And then peaked I. It was a tough war if you say so. Yeah. And then everything went up again. Is there anything else you want to say on SPAC-tema before we hopped on?

26:16Have you had any other SPACs? Yeah. Now it's here It's another special case That you should sit over the recording But It's still a It's still a example To show up But Fram till the recording So it's 10-Kassan And If it's new Say that it had been a Vapenvile in Juni Or Innan For the week All that It's just happened a month A month ago Then it's It's like a option 10-Kassan And then it's Off to the races Now it was a few days later here so it was good at all but it was my thought that I talked about why Spex is interesting again And this is a little casino Yeah, but if you get in them near 10 or 11 then you're 10 % if it doesn't get off in the rest of the you can buy them something that is really hot or something with an explosive so it can be very good.

27:20I just want to add to a thing. My plan is like this. That you can get from 10, you can get a gap on 10, you can get around it a little. So I managed to get my gap to 10 and now it's 15 ,5. It's still 55 % up. It's not that I think, it's not that I'm going to be very good. But all of them who are with 2021 I think that they should go 10x as everyone else did. It's not that I have the forväntans. I think that's what I have. So I think that one must be a try. But for just that of 10 % in the cash and the cash can go to 14-15 % Yeah, it's a super good price. Yeah.

28:01If we talk about crypto, Ethereum has gone extremely strong on the end. It has become the biggest snack it. And many wonder why it has gone up. And of course it's the new law we've talked about. Genius Act, which they've got to get into. They've got a large interest on Ethereum with stablecoins. Stablecoin is a crypto value that's worth knut to for example dollar. Therefore, Ethereum is most expected to be able to make it most. J.P. Morgan is one of the companies that plan to create their own stablecoins. Precis. It's many companies that now have to create their own stablecoins. And it's positive, it's an increase in use for Ethereum For many of the stable coins It's on Ethereum's platform Exactly, it's a lot of companies that are inspired by MicroStrategy That's Bitcoin, that's been a lot of companies that have been buying For Ethereum, and the most famous ones are Bitmine Where you have the front-strat-kill, Tom Lee Tom Lee, exactly, he's a legend bull-analytiker Yes, exactly.

29:10And then we have Sharplink and Ethereum. They have been buying big amounts of Ethereum. And then it's a big question. It was a influx of over 50 billion dollars in July. It was a bigger influx under one month than it was under the whole year. And it's a sign that it's a very institution of interest. And people want to buy Ethereum. And so you can see here, now it has come up very much on a short time Where it takes the way to invest in Ethereum So we have our sponsor of Retune And they have their products, Retune Staked Ethereum And that's the way we ourselves get a expo If we want to buy Ethereum, then you can also get staking in the product You can get a better oil-avkastning with staking-belöningar That's up to 1 ,5 % in extra oil-avkastning And on the talk about Vertune So we'll see Vertune in the morning Another new thing And it's that they'll send a new ETP Which is Vertune Staked Near And Near is a blockbuster platform Which is a infrastructure for The future of AI-application So you hear you, AI It's a hett And they've now launched it It's on Nasdaq Stockholm It's a product that gives you 1v1-exponering for crypto Which is called Near samtidigt som du får 4 % i extra årlig avkastning genom staking.

30:40Och du kan handla den här ETPen precis som en vanlig aktie direkt via Avanza, Nordnet, Saver och Montrose. Och eftersom att det är en ETP så kan du dessutom ha den på ditt ISK eller kapitalförsäkring och det betyder att man betalar den här schabonskatten då istället för 30 % vinskatt. Och som alltid så är denna och även alla andra av Virtunes ETP är 100 % fysiskt backade och förvarar sig cold storage hos Coinbase with the highest security and extra investment. Yes, exactly. So, the one is written on Nasdaq Stockholm so you can write in Virtune and then if you want to the near-product then you can write Virtune Staked Near and then you come up when you get the money.

31:19And if you want to find out of their other products then you can write Virtune and then you can find the one you want to find. For example, Bitcoin, Ethereum, Solana, Cardano, Polkadot, Stellar, Avalanche, Chainlink, Arbitunnel, Polygon. It's a long list when we read all their information. Yes, and more of these are staking - like Polkadot, for example, 4%, Cardano 2%, Solana 3%, Ethereum 1 ,5 % as we mentioned before. And in Bitcoin-to-allet have they even the Vertune Bitcoin Prime that we've talked about earlier, which is only 0 ,25 % of the year. So the one is very good if you want to live long-siktig.

31:57But then, as we have now, it's been altcoin ETFs. I USA has not yet come yet. But if you expect that Solano and XRP will come, it will be able to spread market and invest in interest. So it can be a look at as a new one. And then it also exists in the USA Project Crypto, the American Finansexpeation SEC. It's their initiative where they say crypto-blocked-teknology can play a role for updating the American Financier System. It's a 180 degrees of the pandemic from Biden's, for example, that's what SEC had then. It's like Trump's son, Eric Trump, he tweeted a few days ago, by the dip. So it's a very cryptofocus on the administration.

32:47Yes, exactly. The administration has anammated crypto to 100 % and it's a lot of things on the way. So it's a very much. So they're going to hold on with the agenda and we here in the pod and we're going to help you with it. Yeah, and if you want to choose, we have also Vertune's crypto top 10 index where you get a broad expansion of the 10th of crypto. And if you want to choose more on the risk, then you have their altcoin index, which is Vertune Crypto Altcoin Index, ETP. So it's just to go in and see your net, look at Vertune, and then choose which crypto you want to have a expansion of, if you want to get yourself in the crypto-sfära.

33:26Precis, and we just want to remind you of one of their new products. It's the Vertune Coinbase 50 Index-ETP. They launched in the same company with Coinbase. Then you get to 50 crypto-comers in the same product. It's going to be crypto-comers S &P 500. So, thank you Vertune and look at their products.

33:51We hope to continue. I have taken in SBBD SBB reports in the morning where they have been in Aker as a owner I was going to see what they should do They have talked about some form of capital injection SBBD is a preff-actie that many fastighetsbolag have been out both for the time and now They have been in the out-delation so the acties are in 8 you have 2 plus 2 kronor i utdelning, so you have 4 kronor som de inte har betalat ut och nu har det tickat nästan ett år till här så du har väl lite över 5 kronor i utebliven utdelning så om de ska börja dela ut i SBB B det kanske är jättenära, det kanske är jättelångt bort nu med Aker så känns det som att det kan bli ett helt annat bolag de har ju sagt att de fokuserar väldigt mycket på utdelning och det är väl lite det man I fastighetsbolag Just to see the Cibus and the other That it's a big deal for people That's a big deal of fastighetsbolag I'm a good feeling with Synnes He has bought SBBD On lower levels It's like if they Will start with the other They have two kronor in the other If it's 10 % of the money Then it's going to be 20 Then it's going to be Dela out the four 4 % and then so will go up to 20 % so it's a very big upside with a high risk because you don't have anything but it's not a part of a stone if SBB would become a very big company again now it's a big they have big companies, big companies but now they have even a big, big, normal and that they didn't have before so I'll see what they say in the report, I've been a little sugen på det här bettet ett tag.

35:46Nu såg jag att de hade rapport imorgon. Jag passade på att köpa lite idag. Och så får vi syna det här och se om man blir lika arg som alla SBB -ägare har varit tidigare. Eller om jag kan bli en sån här glad SBB -ägare. Men då är det det aktien jag äger. David. Inte då vanliga stammakt. Okej, och då måste vi dala ut de där utdelning om de ska börja med en utdelning. Ja, om de ska börja med en utdelning. Då ligger de här ju före. Sen, jag bollade lite med en A i det. Det finns ju massa grejer. De kan komma med något. De har ju köpt i marknaden. So they came back, I think it was the normans post So it's a alternative that they just mathe in the market For it's a great rabat, but then you get bid in the aktie Or they could come with an offer that they can buy But anything like that If the company doesn't want to be in the zombie mode The next five years, something that needs to happen with the aktie For that the company will be and will be able to rest of the capital structure And it's a pretty cheap rent on this So what lär ju hända det?

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36:45I heard that Heimstaden, their obligationer De var ju totalt uträknade De var uppe i 90 mot 100 Så det har ju hänt väldigt mycket i den här Men det är obligationer, det är ju lite annorlunda Ja det är annorlunda, absolut Preffar har ju en lite sämre Det är ändå ett tecken på att Det har varit iskallt på Finansieringsmarknaden för fastighetsbolag Och det har ju verkligen vänt USA ska vi börja sänka nu, Sverige kommer sänka mer Det är liksom, vi är ändå i någon form or you don't think it's not, but some of the markets think it's happening and it's happening a little bit. So we'll see. I've got a little under 8 kronor today.

37:20So we'll see. The guy goes up a little today. So it's either it's someone who knows or it's just a ton volume. But it's a little high risk bet that I'll try over the night that we'll come with next week. Have you anything else? Cool case or what's going on? What's going on? It's a lot. We had It was an American inflationsifth for a week. And the one looked okay for Powell to sain. Then the PPI-siffth, the producer price index, at the end of the week. And the one looked not like that. The one did a monster hop up to... The last level was March 2022. And for the one who knew it was that Ukraine had been cut out.

38:15Putin-inflation had just taken off. So it sticks out. And then you can ask what's happening. And it's not that the tulles have made it. That you buy from the US-producers. etc. It looks like a little spread and skurad there, if tulls are going to try to inflation or not. It feels like it's two places. Especially if inflation is going to be holdable, or if it's just transitory, that you get a spike and then it comes down again. And there is the jury is out, can you say. But it's not really cool to see the fly so much as it did. it. For that it's called producer price index and it's called producer price index all the way to sell and sell and sell and sell.

39:14So, the price index index and sell and sell. And, you know, you know, you're going to put in the cost of the price index. All right, you know, you're going to put in the price. And it's when you're going to get inflation. When the consumer will get more, then you're going to get the cost of the cost. Then we'll see if it goes to do it, att vältra över det här på konsumenterna eller om annars får ju bolagen kanske ta en marginalsmäll och det beror väl på om de själva tror att de här tullarna är en kortsiktig inflationsspike sen är det ju såhär att även om inflationen, om den här kostnaden bara är en engång, den går upp och sen ligger där, då påverkar ju fortfarande marginalerna, sen kanske det inte blir någon inflation för det, men det är ju fortfarande inte roligt så So we'll see what's happening.

40:04But the Fed did a little bit. Räntemarknaden was not like that anymore with a sänkning in September. Even if he still prisized in that Powell will be able to sänk in September. He was best sent out in the same time with this on a interview on Bloomberg. He said that Fed should be able to sänk 0 ,5 % in September and then sänk fler times. Han drog väl också en känga till Japan Att Japan borde höja Han är väl lite sur för att jenem fortsatt Är svag mot dollarn Så han sätter lite press på Japan där Och sen också på Powell att sänka Och allt det här sker ju veckan innan Det är ju Woodstock för centralbanker den här veckan I slutet på veckan Det börjar väl på torsdag och håller på till lördag Och Powell håller tal på fredag klockan fyra svensk tid from Jackson Hole, which is every year.

40:59And there are some policies on how they will drive their policy and it will be interesting for them to know if they will focus on inflation or will focus on the job. For we have a NFP-siff of which was also at the end. And they were revising both in May and June in the number of years. So there are best and right. Jobbmarknaden is not so strong. And what is your feeling with macro? My feeling is that it is very ute now. It's no one who looks at the macro or brys on it? Yeah, Augustine and Wall Street are in Hampton so retail doesn't mean to be so much But now it's SPACs and stuff that's happening Now it's SPACs and everything else that's happening But we'll see But so that can be It takes a little bit longer time before it reacts And then do you see any form of rekyl or like rente-and-gång or what do you want to do with the whole of your macro?

41:50But if the increase in the future is still more than ever so I think it can be a bit job for that Trump-administrationen har gjort, som vi pratade om nyss, har gjort fruktansvärt mycket. Får de till en liten... Det här med Ukraina... Det speklar inte riktigt hans by där med Powell att han skulle sänkt igår. Nej, där tycker de ju inte lika. Sen har ju Fed börjat få några som tycker sänkningar. Som positionerar sig för att bli Fed-chef. Ja, exakt. För att Powell sitter ju bara tidigt 2026 här. Så Trump ska ju även utse... It was the one who left it in the Fed. So Trump will now choose to stop there.

42:33It could be a Skugg Fed-ledamot. You talk about a Skugg Fed that Treasury and administration can also do rent policy. It could be the person they can do with. The person they will listen to quite a lot. for that. For that, you know, the next Fed share, all the central banks, will probably have the same view as the person they will stop in now. Yes, exactly. Or, you know, the next central banks. And it could be that all that Powell says is not really about because it's still just six months or seven months before he is gone. With other words, they take away the fact from Fed. It's a lawsuit. For the Fed can it be.

43:19Samtidigt börjar jag se Vad finns det kvar på listan för Trump Administrationen att göra De har gjort så väldigt många saker Tullar, nu Ukraina Och Jag har liknat det med förut med att det är lite som ett miningbolag Som hittar guld, det är jättekul När man hittar guldet Och allting och då är det momentum Sen kommer det att allt ska implementeras Och jag är lite orolig att vi hamnar där Allt det här som Trump har om Sen kommer den långa implementeringsfasen They're not like sexy at the age. No, and then comes the rights system to him also. Many of the executive orders will be asked to legal. Supreme Court will probably take up some of these cases.

44:02And then he'll get a little backlash on that, no, that's not what you can't do. And so things. And then the momentum in his farm, of the decision of the decision and fix things are going to be on the track. And then it's the momentum and that the economy or the economy is in, maybe, is a contract. It's a bit of it I see it for me. It's why I have taken off the short on Nasdaq and S &P. I'm a long-term company. So I try to get to get some kind of neutrality so that it's not just a long way. It's you and Genev, neutrality. Yeah, exactly. Are you all for this week? I think it. I don't think we have so much.

44:40But I have to hold on to Jackson Hole. It can be interesting what Powell says. And then we just have a spindle Japan came with Handels balance numbers and so on We know what they were doing For August So who knows And the last take I had was When you heard the news Inför helgen That oavsett besked Between Trump and Putin So it's going to go up And today is Saab down 8 % It's a little so that it works Yeah Oavsett what's happening The trendy��� the retro極AL have a bit arg It's clear that it's not so. And it's a lot more than that. Because a lot of money will probably be able to buy it. Then it's a lot of money.

45:26And it's a lot of money. It's a lot of money. It's a lot of money. But you want to take it on the right value. For it will take longer time. For sense of urgency. In all of a while. And with the safe guarantee can it be interesting to see which countries are with there. And they need to be able to do it. To fill them. Yes, then we have the fill and kill. I will say that fillen it will be all the people who have bought a new one. And killen it will be it will be a slut on mobile trading now. I have to come in in the routine when it has become a school start. And it will be like fillen there also.

46:13It will be nice to come back and... ...veva igång penningmaskinen. I'm going to hold on, even if I never left it. But CCI is my fill, of course. And killen is... Killen is... It's a bit of a psychical and a bit of a to follow what the administration does all the time. For you are still living now, when you are in a short index and so many things. And so you saw that the Nasdaq could go 11 % on a half hour, as they did in the last. so it's not like a nice even if you're a long company but you need to follow all the time it's not you miss things and then contact us facebook, twitter philokilpodden at gmail.com or our Instagram can you write to and then we thank you for your media and our clip and then we have a disclaimer and I I I I I I I I I I I I I I I

47:26We're going to be free. We want to be free to do what we want to do. And we want to get loaded. And we want to have a good time. And that's what we're going to do. We're gonna have a good time. We're gonna have a party.

From the publisher

Dagens ämnen:

0:00 Intro
4:34 Novo Nordisk
7:51 Zinzino
12:02 VNV Global
16:57 Kyivstar
33:52 SBB D
37:40 USA
45:49 Veckans Fill or Kill


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