Avsnitt 573 - Råbiff eller TACO

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.

0:30573 of Fill or Kill podden. We are here in Stockholm. It's a little bit more today on Tuesday. It was full of fun in the past. It's been among the sjukes days you've had for several years. How are you Long Wolf? Jo, man följer ju allt Man läser mycket Men inte så handelsintensiv Men Det är, det blåser på Ja, igår var det Full action Jag var tyvärr på lunch igår när Omex Gick 4 % på 10 minuter Ja, jag satt vid skärmarna Det hände ju så mycket Så man vet ju liksom inte riktigt vad man ska titta Vad man ska skjuta, men det var väldigt händelserikt Så det ska vi såklart Prata om i dagens avsnitt, hur vi gjorde You sat on a B &S lunch, you were from mobile.

1:14I sat on a lunch for our own sake. It was a lunch for us, but you were not with. I was going to handle and buy in the money instead. I thought we could talk a little about Evolution. It came with its budget for the week. Very cryptic. I thought we could talk a little about Nordisk Medtech. I thought we could follow up CoinShares. And then it came a little bit of Polymarket Calci, which we talked about earlier. And then we'll talk about the Utrekes correspondent Hormuz-experten on the other side of the board. You've been there in the sun, you've been watching. Yes, it's just a lot of different things.

1:52It's just a lot of different things. It's just a lot of different things. Yes, so that's what we're talking about. Now we're going.

2:04We have with us Robomarkets. and it's the perfect alternative for the country for the country you have a trade view if it's something you need now it's really good graph it's on many different places you must always sit with the oil graph because the whole of the country and then it's perfect to do it through trading view and it's the end of the svensk where you can handle with ISK in trading view and it's a must now To be active, to be active. There were big Trump-hackers, all the graph were going to be able to use a stable platform. Exactly, when the price is updated and the chart works. It's important.

2:48Exactly, so you can handle americans, europeans, index, and you can handle it with ISK I dollar-konto Om du kan handla amerikansk aktier Du kan handla euro Om du kan handla europeiska aktier Eller europeiska index och liknande Så det ger en väldigt stor fördel Med väldigt låga växlingsavgifter Precis Och tittar man lite på USA-handeln annars Det är Nvidia I fokus Vad tittar folk mer på där lite USA-aktierna? Oljebolagen Oljebolagen såklart Och De här oljebolagen i USA Om det fortsätter så här så kommer de ju Pinta guld. Or what I say. Ja. And it gets very easy to explore. Even gas companies. The US has very much gas.

3:34It's also a great deal. Export. The market is just a bit more. On better prices. As it looks like it. And it gets very easy to explore. Via Robomarkets. If you don't have a kund. Just contact Max and Simon. On Stockholmskontoret. So they help you. Super fast. Stort tack Robomarkets. But come on. Investing in your risk. And it's not that you'll get back your investerings.

4:27and then there were a lot of snurros and algos that took off the course. Dometic went down 20 % or very much for two weeks ago when they gave in the company here at another company. But they did not do that because business went down. They did it for to put out a little bit of a ruck-riddle here. Many have talked about that DART will maximise the return of the company instead. that the citizens have much when they have been in the country he has taken over the Cayman Islands so I don't think he has to pay so much he has to have a lot of money he has to have a lot of money but then there is another and it is for not to trigger budplicht if he has a larger number of companies via then he can trigger budplicht but if the company is going to back the market then it's a passive increase and then you don't trigger the budget so you can go up with the stock by that the company is going to back the market or do you want to do some for the company yes, it's the one they want to do it's about HAXO, it's about other companies the question is how big they want to go their history in the company, Net Entertainment and other have not been super-framgångsriks so I think that the course would not hoppa jämfota and do glädje if they would do something big for they have no sports betting no, exactly it can be are it now Kambi-budet?

6:00Kambi-women can hallucinate about it but it is many different ways here and some of the people talk about evolution that it is someone who is in and you don't have to do it with money but you still have to pay for it regardless of whether you have a kass or not Then you should pay for it even if it has It's done or not. So often they have To pay a company A company Instead of having a company I think it's not really It's very often that you have to pay for For a company for a company If it's a company So they have done a company With a handsetting of a company I don't think I don't really think that you have to Pussle But it's very interesting what it is What are they doing here?

6:45Or what are they doing? Dart works in Scuggorna so he has no person in the field but he has almost 30 % of the company It's clear that he is with and styr with fingers in the game Precis, but Dart's background is also in Tobacco-Business and there has been the biggest aktie-go-valley in Tobacco-Business in all the way, historically has been a lot of money Yeah, exactly And there was he selling And there it was like They were low-rated and had a lot of money But there was the whole Vitt Snus That was That was made of these companies to To the market again So it was the question of how he managed to Time under a tur here Because he had to buy Flutter And now I think he had 25-27 % there also The one had gone really bad I don't think that he was going to Steer so much on his exit I tobacco companies But snarer Playbook When was it interesting for him?

7:44He came in a tobacco company for a long time. Very long time. Ingen wanted to have them. It was not ESG-like. It was somewhere after the big tobacco. So they were very low. The value of the company comes from the market and the market. And then he has ridged it how long as possible. It has become a fantastic series. It's just like Swedish Match. It's one of the better companies on the market. Over time. and that he sold tobacco I don't know if it was for him to believe in tobacco or what it is but the market as Evolution we have been talking about it I'm talking about it that Evolution goes from to be a case to be a case of a case the fund is not a of ESG and other scents so the market has got a different character and in comes a player who probably sees the analysis also.

8:42That they will be able to give a good increase over time. He's sitting in both these positions, but it's interesting that he has got on 25-30 % of both these companies when the kurses have gone right down. Had he said it for three years ago that it would come a very good American, he would buy 27 % of the company, then he would have thought that the kurses would be able to get out. but with the actual price you can have a good price what is the market cap today exactly and the price of the price 6 billion 4 to 6 so with the actual price of the price it will be a good percent of the price now he must have to go up the price and like that what do you do with the actual price it doesn't we don't know it will be a less amount of the price but it's not sure that the price has gone up they have done the price of the price before It's not going up.

9:34No, but at the time it's going to go through. It's just that if you buy 10 billion in 10 years, it's only one part of the dollar. Then I guess I'm going up. Then you have a price on one and 100 billion per dollar. Very interesting to follow Evo. I'm not saying I'm not. I'm not talking about this budget. It gave you an interesting way. The price was down 6 % on that all sold out. The price stood and it was like it's a new price. Salgos, it's a good thing. People don't know really how to do it. And it's well in the USA. It's more of a good thing in the USA that can handle this with ESG and like that.

10:11Then we have a little Medtech. I have taken in Bone Support again. It seems like it's a war here, it's still between blanks. It's a very much. It's one of the most blanks in the North. It's up to 12 ,5%. It was about 7 % for a few months. It seems like it's 1 % in the month. Man undrar hur högt det kan gå. Men idag vänder den runt lite. Den handlar fram och tillbaka. Men jag tycker att alla de här. Bonesupport, Xvivo, Research. Kanske Camurus. Det är väl mer ett biotech-bolag. Men jag tycker att de har kommit ner väldigt mycket värdering. Blankningen har kommit upp. Så vi får se. Det skapar möjligheter till stora rörelser åt båda håll.

10:56Nu har de ju fått börsen med sig här. Blankarna när de har gått ner. and for example Bonex has not done new lows trots that the price has gone down 11 % and many of these funds are just kvantfond but these are very good prices they have very high brutto margin they have historically had high income they have gone down a little research they have gone down on that you can vibe-coded I have talked about it earlier I have to think that you have to listen to people in the industry in a VD, what should they say but it's much more about trust and relationships than you and I should wide-quota together a cancer system for NYU especially when the hospital takes in it so it's quite a lot and control there and that they should be able to do something it's just how it's gone from the millennium project in Västra Götaland and then it's to be able to do something that's in situation function function, to something that you haven't tried before.

12:00In the branch of the branch, it's a lack of fruit for AI to take before you come in there. Yes, and then you know that your startup is in five years. It's also. When you have more service. It's a wall of that. How long it's been, it's not. But longer than the other. For it doesn't feel like Bone Support, there was probably the value of all for high, but Bone Support Research, XV has had a problem, but in Research and Bone Support the last year, it has not been so much problem in the company. So... I think I'm going to have a lot of these, but I'm noticing that it's extremely hard to get a little blank.

12:44But if you look at a year or two years, I think it can be very interesting. And now you've got the price of the dip with you. And they're not so much on the oil. So it's just no work that's going to be able to do this. So I think it's an interesting sector. Snitta in a little bit every month. And then we'll see what it's going on here. Is it someone you're looking for or looking for? Bonex I think it's a little interesting. For all of it's interesting from the side when it's the blank thing. Man vet ju att något kommer att hända med kursen här Ja Jag tycker väl att Blanka Sidans Argument Kanske inte är jättetunga Nej, ingen smoking gun jet Nej, det är det jag saknar där Därför är jag lite sugen Ja, så jag har Köper in den och sen så går den ner lite Och så slår jag ut, eller så går den upp lite Men just nu har jag en position Och det känns helt okej För stunden i alla fall Och långsiktigt känns det väldigt intressant

13:53We are sponsored by Avanza and this week I wanted to tips on Avanza-blogging where it comes up many interesting information I wanted to tips on their information on the PBI-blogging of Östern Burman where he interviewed a really good trader from gold rush to robothandel where he talked a little about how it was before it was a lot of IPOs to how the market has changed with robots and like that. Man must improve their hand and that I think that's what I'm doing. I think that's what I'm doing. Then they have also an an assistant Elin Viker. She lays up very much good inlay. It's about the season season, how you act on the season.

14:32If you want to hang out with the market, I think I'm going to go to Avanza-blog. There it comes up very many interesting inlay very often. I wanted to close to the end of the season. We're in for a stund. It's a season here in March, April, and May. And then they have a feature on the website where you can see your own when you come and see your own business. If you were talking about it before, when you get fired, you can see what you get in the month. But also, I think that if you have many companies, it can be a little bit of a look at all the days. And just a timing question, if you want to do some changes, So it's good to have an overview and know when it comes to the end of the end of the end of the end of the end of the end.

15:20So it's a good thing to do so that you get a good overview. And above all, it has changed. For it was very many out of the end of the year. Now it's a time per quarter, many are going to do it. Some have become more than the most of the most of the most. so they often delar out. Yes. So this is a great feature for a good overview over when the out-of-the-art comes. And how much, etc. So if you're not a customer it's really time to be it with Avanzas so you can take part of these functions and Avanzas-blogging is open for all of you who want to learn. Stort tack Avanzas! But come back, investering in your risk and it's not sure that you'll get back your investeringskapital.

16:03Thank you.

16:33Stängde väl runt 72 En SPAC handlas ju till 10 Nu om man då köpte på 72 Så kom man in på mellan 4 ,20 till 4 ,50 USD Och nu runt 6, 7 april Så ska den här Om tidsschemat stämmer Den här SPAC 'en i USA handlas När har de sin röstning? CoinChash har godkänt Och nu är det 30 mars Så ska SPAC 'en rösta Just det And It should go through there Vissa can say no and get back the 10 dollar Or what they have in the kassan And crypto has handled It has gone up 4 % But the tank is not to buy Spacken, the tank is to buy CoinShares for that you come in more And it's a little Polestar-like Some I talked about earlier in the pod Now maybe many have taken the bet So I don't know what the first print When all of them will be when all of them Will be their access to their akties but if you wait for a week there it's interesting to see what it's going on a lot of people have stopped paying on 10 and 7 have someone got an account and now they could buy on 4 ,20 or 4 ,30 so I took it to the bett we'll see where it lands now it's like a lot of notes it's a grotter depot you have no idea what's happening but a nice trade at least in all then we had Polymarket and Calci.

17:59Super success. The prediction market we've talked about so much. Calci did I do a new round on 22 billion dollars. It would be the biggest sped-bolag in the world or one of the biggest and these companies have been in five years. And if data is so that they had 80 % of their amount of now was in sports betting. For they have taken it. And now, in the past, came out a bar-patient bill that it is senators on both sides who want to give prediction markets for sports betting and for war and some other topics and it is because in the USA it is every state that decides and wants to have for sports betting and they have runed this through saying that it is financial contracts and gone to the CTFC as option and you have even Trump's Sony-to-go I Polymarket So he will put in a lot of But it was in a At least a At least a Both sides Were with this It's always In USA It's a big lobbying Draft Kings Flutter The ones Gick up Mycket Igo They have Betal A lot of Lobbying And When you listen On them And when Cambia Prats So They say They Most Bara Ser On the Stater Where Sportbetting Are Forbjudet there are a huge amount of sports betting.

19:26I listened to a podcast with Eric Eikeland, I think it was a little bit that I think was very interesting. He said that you play against the proffs. You play against the insiders and you play against the ones who are very good at sports betting. It's a little bit like poker. On Polymarket. The ones who win the most money there are super-proffs. You have said that Goldman and them are going to put up. It's an interesting development here Polymarket I don't know if I play on Betsson Then you play on the house Then you win on the house And the house is also a proffs Yeah, absolutely But I would like to think that Goldman and these are even more Proffs If you look at a football match Or if you bett on when They go in in Iran Then you bett on someone In administration They have better call than what you are I just understand I just didn't understand I just understood I just didn't understand It's better to play against the house It doesn't matter It's the big one The big one The big one And all the other The big one The big one The big one So it's But it depends on how you play All right The Polymarket It's live odds Or live You can trade them And it's a order book So it's something Absolutely The same thing That's what you said About Betfair Yeah, exactly And it worked not in Europe.

20:54No, exactly.

20:58It's something new. It felt like crypto was a big deal. It was so big and they all accepted it. We'll see if it's the same with Paul. They just got out of this as a answer and asked sport, or if you had inside information, you didn't have to handle anymore. So it was a year ago, but today was it for the first time. So they were out and we were talking about this, but they tried to do it. And today they saw that they had to go out without courtage, no fees. And now in the night they had to get a lot of fees on for example sports betting. Their index model, from the beginning of the year, they could sell data.

21:40That they had all the data and could sell it to the news. So we'll see. it känns som att Camby har gått dåligt för att de här Polymarket och Caltech har växt så stort, den gick ju upp lite igår men kom ändå tillbaka så det känns som att det ändrade inte riktigt sentimentet men går den här lagen igenom så borde det ju vara nettopositivt för Camby och alla operatörer som har handlat ner mycket på den här skräcken att de ska ta en stor del av marknadskakan men det är ju väldigt kul att följa allt där och du får ju verkligen, du kan se oljepriset vad folk tror att det ska stå och du kan you can follow all things so it's a very good indicator then the question is what you should do and not I'm just a férgad as Camby-sug I also Camby so I understand it with the house and that it's proffs on Polymark you see it yourself as proffset so you don't see that it's a problem no but I see more that so near right odd as possible is the goal for all Yeah Man kan säga att det mest transparente på Polymark Det är att alla de här profilerna som jag har fattat är öppna Så hittar du någon Trump-insider Eller världens bästa bettare Då kan man ju följa en profil Och betta bara som han gör Ja, alltså det är väl lite som krypto I början pratar man om att det bara är anonymt Och sen har det väl kommit fram att Man är inte så anonym Din kedja är väldigt Det står inte vem det är Men du kan följa en viss aktör Nej, och jag tänker inte bli lurad and say that it's not difficult for someone to come up with which one it is and which one it is.

23:18I don't think that you're not as an anonymous as many think. Alltså for myndigheter and so many things. Annars are it more difficult to let and see trades or bets that have been done. For example, in sport. Polymarket and it have been a lot of people who have been granskated. And then it's probably you, who's a guy who's a snubber, who's going to win all things. And then it shows that he played Calci Mot Polymarket Man never really knows how a marketer Is going to be a hedge But I think that Prediction Market And Wisdom of the Crowds Is here for a second Absolutely And it always feels like Skatteintäkter and lagar And so try to work against new innovation So it might be a kind of Medelväg here on a certain way It feels like they just run The whole skattefence here Bolagen, tänker du på?

24:10Polymarket Polymarket, ja exakt Polymarket, det är ju ett smart kontrakt Så det är ju mellan dig och en annan Och de tillhandahåller tjänsten Vad snällt av dem Ja, exakt Så det är lite annorlunda För de tar väl inte samma spread då då? Uppenbarligen inte Så det tycker jag verkligen man ska följa Om man är intresserad av bettingsektorn Ska vi hoppa vidare till din lunch igår då? Hur var den? Vad åt du? En råbiff Ingen taco Ingen tak. Nej, men det var väldigt... Börsen var ner jättemycket. Jag la upp någon rolig eller konstig bild från Aftonbladet där de sa att det var börskaos och man kände att det var väldigt stressat i marknaden.

24:49Har det inte kommit ut något bra över helgen nu? Det är lite likt det här med tullar för varje dag som går så blir det lite mer stretchat på nedsidan, lite mer stressat. Och Trump hade hotat mig inom 48 timmar så att de ska spränga de här gasanläggningarna. Så det var väldigt stökigt. And then, plötsligt, so Gick börsen 10 points Olja gick ner, quite a lot I bought it, I thought, now it's not Because you don't know what's happening It's always a tweet or something And then it didn't happen in 5 minutes, so I took out And then 5 minutes after, so it was 10 minutes before the story happened Then, then, Trump and his pool Någon super insider laddade it on As a satan, in short oil, long S &P And it did that Mexico also So far, it's not staying power there And then, plötsligt, so So you see that index goes 4%.

25:37Dax, the tysk, the index, it went from minus 2 up to plus 5. I've never seen that Daxen went in a limit up call three times. So Daxen was up 5%, we were up 1%. Man knew nothing. Man thought that the tweet had come. What was it he said? You who are our correspondent. That Iran had a conversation. That they had a conversation on Sunday evening. Yeah, and it was very many of the obvious, who has to handle it with us. Another interesting detail was we had a squawk that he's coming up all new things that come here on the contours. And then he said that it's a a-feel here in Truth Social post. So just so you know, when it is it, he often takes off the and lays out a new, without a-feel.

26:25And this is a thing that he sits in the sängen and on the morning he's waking up, the budget is getting up, what should I do? He just knopped up something, dunked out it without someone who has got accepted it. It doesn't feel like it goes through eight led and that he needs approval of someone for to dunk out this on Truth Social. I don't know. Or it's just a assistant who wrote a mistake. I have no idea. It's just a time when a person styr the whole of the budget. It's a very slow position. Both short and long. I'm not sure that someone has got a total Sprängt sig om den går upp 7 % Från botten på typ 30 minuter Sen kom den ju ner men att Det tyder ju på någon form av margin call eller någonting Absolut Och att folk stänger och shorts Det var nog många som var så korta Det är därför det kom ju mycket Sensationsrubriker om att det köptes Hur mycket som helst I S &P 500 innan det skulle gå upp Ja och då Rapporteringen är ju såhär underliggande värdet På terminerna som köptes innan Och man ser en spik innan And it's also like You know Trump would come out and talk I don't know It was like 1 ,5 billion dollars In underliggande värde Have you had the information Innan, then you can take quite a lot of belated So much money you don't need to take It's not a lot of money for 1 ,5 billion dollars As it's a lot of Twitter-kontos For the first it's 10x leverage I S &P-terminal So it's 10 % of it And then you can go to the leverage And if you look at the volume The volume of the volume is not sticking out.

27:59During the night when Japan was open, it was not like the volume was much bigger than what you saw before. But he got up with his tweet. He was still in the middle of the volume. It was too much before the USA opened opened, so it was still in the market. But then he was going to talk to him. It's not that he's talking about it That he's talking about it No, but then he held a interview He was on Fox News So I don't know But it's a very much sensation No one bought for 1 ,5 billion It's a little like Michael Burry He bought sell-optioners in Palantir And he had bought Palantir for 1 billion dollar But he had to pay for 6 billion dollars No one paid much money Then he went out and he was like esterol.

28:52It seems like it is He does not play with a Eugene. now Svarssonen for a dialogue man vet ju inte ens man vet ju inte ens vem som är ledare i Iran så det är såhär vem Trump snackar med i sin egen najatollad vem är det han ska snacka med ja det kan också ha varit en en annan take på det att det är en testballong ja så gjorde han ju med tullarna det känns ju väldigt likt exakt han slänger ut en testballong och för samtal regimen i Iran alla börjar titta på varandra vem är det som snackar med vem alltså jag menar politikervärlden funkar ju så att ja vi är On the same level, but it's not a loyalty The next king, the next king Yes, exactly All the people have their own intents And incitement So it can also be a test for To see which one comes to the end Is it someone who Who wants something else All the people Who probably don't want to follow With revolution in a situation So it's a lot of different things When you're following So you must remember that it's first a dialogue Back in the dark and then first a dialogue Up out of the offentity I mean it's a war Politiker are not there for To inform all the world What's actually happening It's not so it works The man average Joe He's not going to know what's going to happen He's not going to know, should you set in a trupper And then he's not going to answer I know what I'm going to do but I can't tell it for you And the USS Tripoli It will be a boat on Friday.

30:29What is it? A boat? It's a big boat with a lot of marines. 2 ,500 marines. They might be able to use. Depending on how the fall plays out. Maybe for a safe sun or the Karri-on. Where 95 % of Iran's oil goes from. We don't know. But the USA is ready for for different types of different types that they can use. It doesn't fall on that they don't have enough trupper or any such, but they don't have the whole load of them. So it looks like it. And then, you don't send them to the trupper for a sko's sake. You send them for that you want to have the opportunity if you want to go the way. Yes, exactly.

31:18Börsen has come down today and came down a little on the end of the day because it went up very much. So it doesn't feel like this was a fact Now it's glory days, now we're going to do it It's still a bit of a fear and a fear What it is that it's about here I saw that it went through a boat from Thailand I Hormuz Sundet For it's just a goal here That it's going to open up Then the budget will be able to stand on the back If it happens For the budget is it Sundet that plays off I think it's not that budget will be able to do it If it doesn't stop the oil and gas and it And that's Iran's leverage.

31:56That they can on the market. Now it's about mining, that they've got some metal and magnet mining there. And then it's hard for long time. Yeah, and then there are other people from Iran who say that they don't have to do it. Because they have control on sunnets in all. So they don't know. There's a lot of fake news over all. Much misinformation from all the way. And what do you buy and sell? I was a long index for the week. I stopped it on Friday. I felt like, I don't want to be with the helveteenth. I was a little bit long in the USA. I was over the helveteenth. Then came the ultimate, 48 hours.

32:35Then it was a little like, okay, now it's going to be. Monday morning, then I was ready to buy knives. But it was no real panic. I was going to go in the morning. It opened up but it stood there. And then the tweet came. So I'm waiting for you to buy fall of knivar. For I got a javu-tjänst from June 2022. Ryssland-Ukraine-kriget was in full time. Inflationen skenade. Inflationssiffran that came 17 June on the end of the day. We had the end of the day. We went down and stopped on low. And then it was 8 ,6 % inflation. The Russian The Russian had been stängt out of gas It was so night-svart And it was On Friday, June 17th I don't remember it And then the weekend after It got a little bit of the market And then it went up in July So I'll get a little bit of the I don't know if it was What?

33:39It was the night-svart That it didn't have any ljus I think that sentiment was very ensidious to bearish but I thought opening and hand in the last before Trump's tweet was not so much capitalization in the market so I was not long ago but now it has come back again so you may have to get back again but I think if I will play it

34:09we will see if it will be a panic this week then it's probably the way to be long just just sentiment-messive I'll get a little bit of Tull-krig that's also now it's gone for long rentan is on the way up olja has been here for long bensinpris has gone for high now it's just a rubric that he's very eager he wants to do a deal and now he just wants to see it as a winner it's just a little bit it went down before we started to play in it was a little bit of a Saudi wanted to be able to continue. But it's very difficult. It's just to play... When sentiment is too much at one point, then you can't go away.