Avsnitt 543 - Dags att veva igång pengamaskinen

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. We're going to have a good time. We're going to have a party. amount of theность

0:31543 Tell me How do you feel today Lon Wolf I'm here in Stockholm are on our nationality private離 I'm going well I'm okay cool it means that you've done good Game of Kiev star Kiev star it. The fact was the last week. I managed to use it there. It was cool. Once it became a reinforcer of my portfolio I did made a I was backholding so that it was quick! I have increased liquidity and gotten back on September. I have been istiling andesoog. I V étaient a home by March. So, it seems as if the vacation is over. It's�� Labor Day on Sunday. Yes, you help me the maintenance on Christmas.DINGfound карт in 2010!

1:13You're like an evighetskiller You can just sell with a vinst And then they're still there Till your children I'm talking about them I'm looking at If it's a value Is it under the value I'm coming to And they can do it for a long time But sometimes they're doing the lead To a bad decision And then it doesn't matter It doesn't matter if it's not a role It's not your fault It's a miscredited If it's a bad lead It's always It's always my fault Man can never Skyllar from But it's also a part of the analysis That you need to do If it's a company It's a company that is Or if it's a company that is It's a little bit It's a little bit To think about For their potential It's a job Yeah And it never comes out Potential It's a little bit It's a little bit som Svensk Biotech.

2:12De är väldigt populära, men det är väldigt få som lever upp till potentialen. Så då tänkte jag att vi skulle nämna Saniona Biartic. Kom med avtal senaste veckan. Sen tänkte jag att vi kunde prata lite affiliates. Där har man haft det jobbigt. Jag ska berätta om mitt Kliro -äventyr. Det var en spännande natt. Som inte blev lika spännande idag. Sen så tänkte jag att vi skulle prata lite amerikansk kommunism här. De har köpt in sig Intel. Ska börja köpa in sig I Försvarsbolag Med mera Mm I Sverige så ska de väl ur Telia, Nordea och de här De går åt andra hållet USA Ja men det här är en jättespännande Diskussion Det är ju en Ideologisk fråga också För många Kanske lite För ideologisk Jag tycker att det är Man kan ha en Rationell Och pragmatisk Åsikt om det här Som jag har Jag tycker till exempel inte Att den här Intel-affären Var något dåligt Nej Man bjuder in vdn Beran kyssa ringen Och sen så tar man över bolaget It's so it works out.

3:12Yeah, now they're not so like what's that. But with the critical sector that actually needs the help of the money I think that it should be a clear clear that the aktie-goes will be on a potential upside. Meds-goes? Yeah. They're now aktie-goes. Exactly. Snyggt! Then we have Jackson Hole, Fed, we have USA's framtid. You've taken a little point, so I thought we could talk about it in three hours maybe. But it goes in also even on this, just when Intel deal-in - a little bit of the big deal of the big deal that the USA does and that it is in the world that it is in the world. China does also a big deal but I have a take on what we are and what happens and why it is so stupid and maybe why it is now and then we have a Trump in the administration who is not afraid of criticism who actually takes very many decisions.

4:08He has no idea. But it's a lot to talk about. It's a little bit of a week. It's a little bit of a week. You want to go back. You want to deal with a lot. And you feel like it's not a lot. It's not like it's not a lot. It's not a lot. Exactly. But it can also have to do with the rest of Europe and the USA are still in semester mode. It's after the day or after Labor Day that's on Monday, then it's on the day. It's on the day that's on the day. But after that, all of it is... Hanke Dore, I'll have to say. Back to the roots. Skönt, då drar vi igång.

4:46Vi är sponsrade av Saver den här veckan. Då tänkte vi prata lite om inspiration i deras app. Då har man fliken längst ner till höger som heter Upptäck. Där, om man är sugen på att hitta lite nya intressanta bolag, så har man bland annat de mest populära aktierna för dagen. Jag som gillar ägardata. Then you can go in and look at the most of the akties that have increased most, the most of the new ones in the last week, the most of the last month or the last month. For to get a little sense of what it is that people handle, what it is that people buy in. I'm going to get to the trend and when things are a little bit better, so it's very good for my type of trade.

5:29Precis, and then there are other sorts of possibilities under this flicking. It's popular, there you can look at the market, there you can see on the market. You can see a list of the market, the market, the metal, which I've been talking about, all the way to the market, all the paper and industry, to the bioteknik, to the cyber security, the oil company, the e-handel, you name it. This is a great way to get an overview of the sector, and look at what it is for a company there. And so can sell there from if you want to see a certain sector. And then you can see it on markets, and as you mentioned, and there you can also see it.

6:11Not just to look at the most of the most of the active active active, but then you can see it in the active active active active active active. For it is also a data of saver. So this is a great track for you to see it to find what you want to have. Yes, exactly. You can also see a click here where you can click on the ETF or crypto and see which are the most popular in the categories. Some of them are going to hang where the most popular of the most popular of the fonder are. And some of them are going to be the ones who are inside of some of the fonder. You feel a little more in the category.

6:50I don't know if I gilhar or I don't know if it's a preference I have it. It just happens to be so. I often have been myself in the beginning. Some have been with the rest of the rest of the rest. So if you have no money to save it, it's really time to get a little inspiration and spane in their uptech-flick to the right when you have signed up. Do it! Thank you, Saver! But remember, investeringen bens risk and it's not sure that you'll get back your investerings kapital.

7:47epilepsy. De fick 42 ,5 miljon dollar i upfront vilket är ju fantastiskt. Och sen var det ju upp till en miljard dollar i olika milestones. 192 ,5 miljon dollar i utveckling och milstolpar och 800 miljoner dollar i kommersiella milstolpsbetalningar. Så om det här preparatet väl når marknaden så kan Sanjona bli rikligt belönade. Men det jag tar med mig Here from, kurs-mess - is that the kurses went up on a minute, it went up 50%, then it trended down the day. It seems like in all these biotech - companies, there are many that have been laid on the net. This is one of the few of the companies that have gone pretty well the last year after the first of the meeting.

8:35I bought it then, I bought it in a few days, and now I see that the company, this was a week since, it was in the end of the week. So the kurses stood 8, the company went up on 11, on this and now is the year of 13.96 so almost 14, but it takes a week so it's always a I think it's a lot of money to Fenja, which is often inblanded in all these companies that don't pay they might not pay off so it appears to be that the market has almost become troughed now you can buy and then you can look at a week and see what price I'm going to talk about the minutes and then I'm going to talk about the price of the price and now it's a lot longer time for everyone and it's not so many who are so suging on risk and these non-paying companies No, and then it's probably fair traders in the market They're going to sell crypto instead Exactly, I'm not sure to say it but it has become a segway it can be that it's summer also Yeah, exactly.

9:44Grattis to all the same as Sanyona. It looks fantastic like that. It's something that you dream about. Stor upfront, the company that slipper to take in some money, some other money that pays for the development. They have at least two so-called products and they have more gold eggs in the portfolio. I bought it, I had a little snett in the first time. Then it was good, I had decided to hold a little bit and then and now it would be still hold it even longer when the last two days it would have gone to 10-15 % every day and then we have Beartic and it's a different example that you can look at gold egg they signed a deal with Novartis today, 30 million dollars upfront, they have a brain transporter I think it's a technique for how you for the medication or transport it in in the body if I understand it right without having a PhD they signed a great deal with Bristol Myers with this technique so this it validates the technique and that they can sell it to more and this they signed with Biorenesia so it looks like if you have the right product you have the right then you can sign many of these as 95 % of the other companies don't sign any of these No And it It's very much It was Camuro That's worth 40 million That's worth 20 billion So it's It's clear that you can do The reses But it's almost like That it's in The little bigger The company That you can do Enquire The As you can find The little Yeah Because the risk Has gone down When it's a bigger The company That's Have Hopped over The milestones Yeah And maybe Styrs It's It's It's It's It's It's It's It's It's It's It's It's It's It's It's Ju längre bolag kommit, desto bättre sannolikhet blir det.

11:40Och det känns fortfarande väldigt tufft där ute i emissionsbranschen. Det är inte bara att man trollar ihop någon emission om kassan börjar ta slut. Nej, framförallt inte i biotech-sektorn. För att det kostar ju bara pengar. Och i dagens ränteklimat och sånt så är det inte lika spännande. It's why Biotech has gone So It's not filled with the overall If we say so It's not It's not going to go so well And if you want to play it Event-mäßig Then you can buy it After an emission If it's not a result Or a big trigger You can buy it After an emission When the kurs is crashed And then wait out You can buy it Before you want to See it with a higher risk And then you can buy it For now It's not time for the next emission It's why in this branch you can find a company that's in kassan my name is Vabseller, it's in kassan in juni, and it's because it's a lot of money in this and 98 % I'm going to say it never becomes anything so it looks like risk-filing but if you set a so this is a typical company that you need to diversify or be able to or be so much on that you need to understand study and so on, for it doesn't I'm not going to read press It's many that are They're going to get their goals It depends on what it was for goals You could probably Ligga down and get them If we go on to do it We have affiliates We have the name of Catena Media That was super-hatched and has been super-hatched And is still it We have had Bad Collective That's been a long time And this is a lot of casino and sports Then there are other affiliates like Flygresor and ClownTips.com and it feels like it's a new world of a company there with chat, GPT and like that.

13:44I've talked about people that have e-handel. It feels like that traffic has gone down. You don't understand how or why or where it takes way. Många has begun to use LLM, chat, GPT or Glock or or which you can use. And there are also a lot of new companies that can help the company how you're going to do that. For then you're going to do that as a on-put-like case if you've written a blog or a website. So it feels like both if you're an e-handling and if you're an affiliate so it's a completely different market now. And I don't know where it comes to the way. For people still come to e-handling and do things.

14:25but the future is half a year back and three years later will probably change very much absolutely I think there is a over-atablering here also of the media of the media sites or e-handlers I hope not that AI goes to that if you have written on a certain way so you can go up better I mean, it that people will slippa then you can't do it or you can't do it and they will not get the best answers. It's not that goal is. You don't want to take in advertising and sponsors. No, because people will have... People will have a lot of time on to find the cheapest alternative if you want to buy a product.

15:13It can go to how much time to hunt and find deals. The hope of that an AI chat gbt eller vilken man nu använder liksom pinpointa dig snabbt så att du sparar tid det är det som är målet sen kanske vi inte hamnar där men då blir det ju en sunkig variant av Google istället och det finns ju större möjligheter att du blir blåst för att det är en black box och det gäller ju att det är rätt nu jag hade en kompis som skulle boka ett sommarställe i somras och då kunde man använda på något sätt TripAdvisor that they were going to go from Airbnb or booking and booked on this link instead. And then it was someone who had created a fake trip.

15:59It stood in Aftonbladet also. There were some other people who had gone on this. So it's very important that they didn't have to nestle in in this LLM also. It feels like it's very easy. I had to book it there in Spain for the summer. I had to book it here in the link. And then I saw that it was not a real booking link. Nej, exakt. Men framtiden för Booking och alla de här är ju att de här stora kommer att bara mata data in i de här stora LLM-modellerna. Det är min profetia. Du kommer inte gå in på TripAdvisor, Trivago eller Hotels.com. Då har du några shorts, för några av de här finns ju på börsen.

16:40Ja, men de kan ju tjäna pengar på att de matar datan in i LLM. the most of the biggest and owns data can sell it to LLM and then and then do bookings there so it becomes a big matrix where your interface becomes your AI assistant that you're talking about and all the other that we've gone on you need to go on you need to go on you need to go on you need to go on you need to go on you need to go on you need to go on and look at the best price and so on I stället matar de sin information Och så kommer din AI-assistent Ut efter dina preferenser Hitta, hjälpa dig Och guida dig Vad som du ska boka Det är väl drömmen om det blir så Så man slipper ha fem appar Eller vara inne på hundra sajter Innan man har blivit stämme sig för något Och en annan grej jag har sett Det är det här Google Shopping Så skriver man typ tennisrack Så får man upp bilder på tennisrack Och så länkar det till en massa sajter Och där har Amazon varit väldigt stora and they have taken away it now.

17:43It's not just if it's just in Sweden or in the world, so now there's no Amazon-links there anymore, so it would be pretty bad for Google. They have as many customers as well, but it's not that it's a lot about the bransch how you get out and what you pay and like. And then another one, when you talk about casino sports betting in the USA, It's still very sad that the casino doesn't allow all the states to be more sports betting. But then it has come the prediction market, Polymarket and Calci are the two biggest where you can bet on what else. This has become a sort of gray zone. This has been in all states.

18:27How long will Biden be? Trump? Will they be able to get the ball in this match? You can bet on what else. From 0 to 100%. and there I saw now on Twitter that Better Collective's call, they had to do a job with Calchi, so this could be able to do Catena Media and Better Collective for then, then you could have a partner that will blow out in all the states for now you can just do a reklam or do a website in the states where it is lagligt and now, if it was FanDuel or Eller om någon av de andra stora hade gjort något samarbete med de här. Eller köpt en sån licens. Ingen vet riktigt vilken marknad man ska gå på.

19:12Det är lite det här evolution-temat. Man vill inte hålla på i en massa gråmarknader. För då kanske man tappar tillståndet i USA. Men det blir intressant. Och det utvecklas med de här prediction markets. Och å andra sidan såg jag Betfair. Som jag gillar väldigt mycket. Jag har ju en börs där man kan betta. Man kan både vara oddsställare och spela. De lade ner det i Sverige nu. Vilket var väldigt tråkigt. Men de har väl inte riktigt satsat här heller. but then you can play on Trump and all these and football matches and you can sell your odds. But you can still be a customer? No, they're still a single-svensk customer.

19:44And it's like sites. But it's like a lot of things in the market also. It should have some kind of prediction markets in Sweden. You want to have a Malta license or anything like that so you don't forget it. If we talk about Clear, there I had a little spec inför bud. They had a budget for midsommar, they had a budget. They had a budget. They had a knelt, they had a over-teckned mission. I thought I was a report today, so now it had to come a budget. How it goes with budget? The Aktien had been up on this budget, but not up so much. It stood well in 23 years ago. I had to buy around 21. And a budget would be between 25 and 40.

20:30or something. They wrote no prize. My opinion was that either it would be a bid or the discussion is going to be a bid. And then it would be a bid. And then it would be a bid to 20. Now it was so that it would be a bad report. But nothing was mentioned about this bid. I have taken out my taxes today because my play on the bid has taken off. But you can also talk about it that if they don't say anything then it's still a bid. and then it's maybe that it goes down the report was not so good the omsetting was a little down the loss of the loss of the market they have their own models that they have a lot of new customers then they have to increase the cost and then in 6-12 months you see many increase and on the nedre rate it will be better but I listened to call it and thought that here must come something about the budget and then it was a Q &A and then they said of, yeah, then we go over to the questions and then we have no questions.

21:31So it says a lot of interest for the company that they have a little up for a bit. And in the case when you come with a good release, then it's been Sephora or something croatish company that lays a good. But here it's Enblad, Styrsordförande, a very good director of the company that I've listened to several times, Right Ventures, the biggest company. So it's like a super serious company. And they've probably done right in all AMA-regler with that you need to go out from the bud intérus but when it comes to that it is a that it is a potential bud before it has 99 % of times it is always a bud it is just to take away the tumregel it will come as a blix from a clear sky upenbar or or it will be Bloomberg or Reuters or something like that so they have they have a extremely high hit ratio but when the company themselves says we can have an interest we'll see what's happening then they don't know why they do it they can't believe it they've got to get and then it's not yet so we'll see here it's very clear that the lead was able to write the emission then they had the same information so they've probably done it completely juridically but it's very weird when you don't comment on more and it's not possible they'll get on the basis of juridic but it's not really It's like that all deals with the same information.

22:56And it was many that bought in emissions. So it's open to the lead and the styrel of the company. We hopped on to your little USA-del. What have we there? Intel, they got in Softbank and Trump. Yes, exactly. Massa Sun. Softbank got in... What was that? 10 days later. On 23 dollars. They stopped in 2 billion. Intel, 2 billion dollar. and a week later so we got Trump 10 % of the company gratis it was not that bad and what was it gratis or you have read more I think it's a little ideologically question, vissa are total anti that state should be a member of something and some menar on it free markets, capitalism let the company die if any other will be able to do it etc it looks great and it looks great but in some cases, it has been important to the state of the industry to support various sectors.

23:58Intel with chip and semiconductor are important in the day's climate. You can even say that it's really important. But it's many companies that are important. In AI and all sorts of things. We saw MP Materials, Alltså de som utvinner Rare Earths, de gick Pentagon in och tog en ägande tidigare i år. Så Trump har ju listat lite olika sektorer och vissa råvaror. Silver är till exempel en av dem. Jag har nämnt Häcklar som jag äger innan. På det temat. Och det här är ju att USA måste försvara... De kan inte vara ekonomiskt beroende av resten av världen. Läs Kina. Till den grad som de har varit innan.

24:47Vi avslöjade covid. Vi har Ukraina-kriget avslöjat. Så USA efter årtionden av offshoring genomför reshoring. Då måste de försvara vissa sektorer som de har redan, som Intel till exempel, och se till att de kan fortsätta. Och utvecklas såklart. Så jag tycker inte det här är någon stor... Det är klart att det är en stor grej. but I think that some of them are too much for ideologies that the US... and why... some of them are saying that Trump just took 10 % of Intel and so was it not but Intel... Biden clubbed a lot of money to Intel subvention and money that Intel could take part of it because they needed it without any...

25:38... ... ... ... And there I think I think that we have done it all for much We should take out of the money Skattebetalers should take out of the money With that said, maybe the state should not have a Styring They should not be active and vote They should not sit in the city For then it's a bit of a political and ideological Ideal that will be a bad deal. But that you can maximize the price for the market. That's still there. I don't think that it's an issue with Intel. Is this a trade? Will they sell out it then? What is the idea? In the future will they be sure to do it. Look at that they took over Fennie and Freddie Mac in 2008.

26:34It was a full-time cash cow for the US. They've got so much money since then. Now it's talking about that they're going to do IPO with them. But I understand that they don't want to do it. In that case they've had a winst sweep. A earnings sweep. Over a certain level will be the state of the winst. But they took over the whole thing. Both of them were state-initiated from the beginning. So it's a little like that. The US, the US state, took back them. but if you look at it from a geopolitical perspective what is it that happens and where are we historically I and I will take back production not all production so of course but we have often seen that much Kina produces mass we are based on a lot of things magnetic, resources material rare earth materials which are a lot of important things we can't be so based on longer Not only because of what happens if it's a war with Kina, but also because Kina is so big and has come so long, so far, that they also need to become a consumer economy and will become it.

27:45It means automatically that their economy should move from today being very tough,

27:54and are very important on production side as many out of the country to go over to a consumer economy because they have a huge market and when it's done, we need to back production it's quite logical and it's what we see here and for the time in the USA we did a big change it was like industrialization or when they were building the plant how do you finance it? it was less money, it was less money, it was no income and the state was involved in a lot of things. So when it needs to be so big investment, so should the state be with and protect the critical sector that they must have and not to go there.

28:38What do you think about Sweden? You've talked about that at Saab, that the state should go in there. Will this happen in Sweden? Saab, I don't know if it really needs it. but it might be but I think that you had the Etel sat then it was well Eutelsat the British state and several states it's a French company

29:02when the new year came it was 3 euros and this is the skill when we European should do something the French state decided to go in på 4 euro när aktien står i 3. Trump fick ju 10 % av Intel gratis, inom situationstecken nu eftersom att staten redan hjälper dem med bidrag och sånt. Men ja, EU-Tel satt en satellitoperatör. Lite Starlink om Europa ska sluta använda Starlink. Den delen av SpaceX,

29:39satellitoperatörsdelen och Starlink-grejen skulle kunna vara a european variant of it. Now they have a much more satellite, but they have a aggressive plan on to get more and so on. And then with european and our budget and we will have a european in those areas, so we will have our own gear, as they say. And then it's interesting. But they hold on with the emission. It's a long time. It's a Frenchman who do it. The French state should go with. The British state The governmentched government at the time. It is an prevention program that又 having a big background with et cetera at all. There has Alsovan 거 be MORE Medicaid largest their domestic can move them - It happens to all from Meerell resting federal funding to Sparta, allством in the Senate.

30:35There, it begins soon to be reached big contract out between the other annual indispensable! So all this with that you didn't want to have only American or American stuff It's just many local companies that are being able to do it Yes, I just looked at the Italian company Avio which is a rocket-producent How the market has gone also I mentioned it earlier, Avio plus Hotels that will be a SpaceX It's a drop-in a lot of copies of SpaceX than so long but I don't think it's a role I think that Europe has just decided to have to have these things Have you seen Rocket Lab? There's also one that people say that if you don't want to buy SpaceX then you can't buy it The one is up 100 % in a year Which land is it from?

31:27The one is in the USA 643 % in a year Yeah, exactly and Avio is probably there but the European countries it's not that it's not So now it's time to go in We are smart here to find them now. But in hotels, I do not know. But emission takes time. The end of the year is finished. The end of the year has been taken with great skulds. But after that, after emission and skulds, I think it looks interesting with the fact that the amount of and the amount of income and the amount of income. When you look at what it will be after an emission. I think it looks really interesting. Yes, we go on to Jackson Hole.

32:05Han var lagom dovish för att behålla jobbet Trump har ju sparkat en annan nu Han går med kvasten där i Fed Precis Och kronan, jag som sitter och följer kronan och vill att dollarn ska vara stark varje gång den är uppe 9 ,60, 70, 80 då kommer det alltid någonting och så bam, det är ner 15 år Det hänger ihop med den diskussionen jag pratade om tidigare vad USA behöver göra och vad Trumps mål är och alltihopa och det är inte förenligt med en stark dollar om USA ska börja producera en massa saker också then it's not like a cool to have a strong dollar so something with a semi not so very strong but not very strong so that the USA made in US will come back it was very strong on the 50-60-thall and trend and I think it's what they try to see in all of a sudden, then we'll see how good it will, it'll take time but so we're in a so that's a big phase and it's just a bit of a I've been talking about that.

33:04absorber, silver, råve sir, all of us.

33:25It's even bigger to have your own supply chain. That's what I've tried to do. Jackson Hole, he began He started to break with Fed already before he started to spark. It was today that he started to spark with Lisa Cook. She's quite tough, so she didn't accept it. In Japan, there's just a new one on the screen when she's got sparking. We'll see how it will. I don't know. She doesn't want to go. So she takes fight and it's cool. It's tough to do that. So we'll see how it will. It's clear that he wanted to go away from her If he had to get a place in FOMC That he could get to And he had two places So he wanted to stack the committee With low-runner folk Low-runner folk Many say that he doesn't have a Inverkan on Fed And how he can do it It's like this I'm afraid of it I don't know if it's like this I don't know if it's like this heller om man faktiskt kan hävda att centralbankerna är så oberoende de sitter ju ändå i samma båt som staten och vill samma sak såklart att ekonomin går bra och att alla har jobb men ja, det det skulle alltså målet är ju inte bara att han vill ha kontroll över Fed, för har han kontroll över Fed via de här rösterna så får han kontroll över det amerikanska banksystemet det är det det handlar om du får ju alla de här Alla de här bankerna Fed består ju av massa av alla olika banker I USA Och då får du kontroll över dem Och det är ju liksom pengakranen till ekonomin Alltså pulsåden Och det kan ju vara tacksamt Speciellt om man ska liksom reformera Hela USA och bygga om allting Ja och vad säger du indexmässigt då Som avslutning Men avgår hon här så borde dollarn försvaga sig ännu mer Kortsiktigt, sen kanske det inte är en så stor grej Men i förlängningen om han får if you notice that he has the with him there and they do not do what he says but think what administration does then should dollar be able to save more it's a good thing also the balance of balance that they want to fix it's just so automatically dollar-cursing helps what do you do?