Avsnitt 574 - Just idag är jag lång

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. We'll be right back.

0:45I've had some more I've had some more I've had some more I've had some more You've written a book What's going to do better? How do you deal with the Kvartal? It's probably we'll talk about Good or bad? Can you say it as a teaser? With the risk that has been I've had to say that it's good I've had a lot of cash It has been a good position. Pengavalvet. Yes, exactly. But maybe not so intensive as it would be. All the entire affair has not been so many. But you have not gone away from it. And that has been able to do otherwise. Yes. We will talk about the diamy crash. It's still a tragic misslyck of the svensk biotech.

1:38We have some vinst warning. We had Yubico, Cameo Tech, Boliden. Then we Mag7. I want to say your heart object. You've never really been tagged on them. Mag7? No, it's not a heart object. It's a fantastic company. They've come down much now. So it's maybe your own way there. What have you as a correspondent with Iran? What have you been doing there? A little bit of a perspective.

2:06I'm a dog in this crisis. I think that many people who are talking about it It's a little bit like a micro One tank I got a lot of things I think that you should zoom out much longer And see what happens in just this West versus West And that's not what The USA loses If we say so Snarere Longt Longt there from And then you have a short case You should also A favorite repris I think you've been a love so in the midterms so can it be interesting And in the end of the episode we have a interview with Saver where we talk a little bit about their ETF expert Rob and VD Daniel where we talk a little about ETF market and how it looks like in Sweden and what's happening on Saver

3:02We are sponsored by Robomarket so there we would like to tips It's also a day of the podcast. Four minutes until Wall Street. That's a day of the day. In the US opening. You'll get a little insight. How the US has done it in the future. What happened during the day. And how it looks after the day. So it can be very good. If you want to get a short update. What's happened. And what you want to look at. Precis. And that's what the name is. Kort than four minutes. so you can get a little summary of how it looks, what's happened what's happened to the last night, what's happened to the last night what's changed since the last night so it can be a good freshen up inför USA -開放 and listen to and if you want to use the podcast and then use the podcast so you can use it via RoboMarkets they have a ISK with a dollar with a dollar and you can use it to buy it in AI-belg it's a lot of money, it's always to be able to so it's just to choose where it's action on the US and use it ISK med valutakonto med väldigt låg växlingsavgift så slipper man försvinna en massa onödiga avgifter.

4:09Exakt, och känner man att man har behov av ett system att handla i och får en bättre överblick så erbjuder de mig även TradingView. Och TradingView är ett bra system med mycket chartfunktioner och sånt om man vill kunna följa olika tillgångar och blicka utöver världen vad som händer. Yes, så stort tack Robomarkets! Men kom ihåg Investeringen bär risk Och det är inte säkert att du får tillbaka Hela ditt investerade kapital

4:40Om vi ska börja med Diamidkraschen Det känns ju som ett årligt Det händer en gång per decennium Eller vad säger man Det var väl 12-13 år sedan sist Så diamidkraschade jag Kommer du ihåg vad du gjorde När den kraschade förra gången Ja det gör jag Jag minns också faktiskt I was working on a Danish trading desk It was the first time Avanza got credit forlust For the time Just it It felt like it was much more Uphyped and they would lose diabetes Was it 2012? What was it? I don't know what I was I have had many sjuka stories For in the end of this They did a study Apoteket, som var deras studieleverantör, de lyckades mixa ihop proverna.

5:33Så hela studien gick i stöpet så fick de göra om den. De har en lång historik. Av att förstöra svensk BNP. Ja, med tyvärr inte så många succéer. Det som var schysst här var väl ändå att man visste ju vilken dag det skulle komma. Man kunde ju bestämma om man ville äga det in i den här datan. Exakt. it was to choose if you wanted to have risk or not and the most important thing of all they did a riktable emission 3-4 days the actuals were down 90-89 % so it was a strong netherrace and they did a riktable emission in the previous week on 200 million kronor with some americans sector specialists they were now 20 % they got a lot of varans so their case was that 90 % ner, 1000 % up when they had studied and they could sell their own actions for the week and have these options.

6:35They didn't get out all the action. But it was a frisk vågat, nothing has won the of these. And very tricky for all the owners. And this is again, you never need to go all in in any form of fast-bolag that's waiting on a big study. It's only the one I see in DI But it's very few It's the same as travesty Yes Very like It's a question It's a question Yeah If it's a study Or if it's a whole Yeah And how big of your portfolio Is it a half percent Or a percent of your portfolio It's a good thing But it's a bit tough I looked a little Igår, de hade ju då 200 miljoner i kassan Och sen hade de ju tagit in Över 200 miljoner, så de hade 400 Och igår handlades bolaget till 200 miljoner Så jag vet inte Vissa hoppades på kanske att de skulle Stopp, stanna studien, ut med pengarna Men det kostade ju väldigt mycket Att lägga ner Du måste ju köra klart det här Och bolaget var ju extremt, som de sa, förvånade Slash chockade Så de ska utvärda För man såg ingen effekt ur taget Vilket kändes väldigt tråkigt so it's not so much to work on.

7:51They had chosen a subgroup here that would still be able to pass their preparatory from the previous failings. But I had a little bit ago. I'm going to hold on now. These are often to be able to get together until they come to that we have found a new subgroup that we can focus on. Yeah, exactly. I did a snabbtrude yesterday I bought it. It was so long under the cash. I thought it would come in a rift. And then it went up, but then it was very low So it was very fast in and out So it's hard to know where this should handle Man can still give them It's like a scam that they give you SM Möller and Bertil Lindqvist They've been the same owners here in 20 years Bolaget must have taken in how much money as possible So, yeah, it's a tragic But it's a part of the FAS-worked business I the name of the game If we go to a little Vinstvarning We had Yubico Who skickade out A vinstvarning They skyllade på That they are a IT-säkerhets-företag They were USB-stickers And they skyllade på That their report had come on Villovägar It was a little bit Komiskt, maybe The one went down It was a SPAC We had to come in on 100 It went to 300 It was one of the most The most most It was the best way to get exponering against cyber security.

9:19And then just the whole after-frågan. I had a interview with the Bureus-sorting, they said they had a budget. It was a very good answer. They had a massive sale. And then after a quarter of a year, in 2025, they saw them that after-frågan was completely gone. And what did we do? Did we spark all of them? Did we have an office budget? So it was like something happened. It had been a lot of sudden changes in the USA. I don't know if it has been on the way or if it has been on the way to get it. I think it's hard to get it. It's hard to get it. I'm not a cyber security expert. I saw some stick-pro and there were people who thought it was a bit complicated or complicated.

9:57But if you don't get hacked, it might be a bit complicated and complicated. It's hard to get it. I've talked with some who are in the cyber security branch and work as a consultant. So they recommend how they can use it And they love the product But it might be a niche product I don't know And they have done the classic ingångs-sales And then they have done the preparation instead It takes time Exactly And then it's in the ground and bottom A physical And there Konkurrens and so That's how it comes to a hard work For the immediate of them But I don't know if it's been something with Trump now that you don't want to have anything european that all americans have been paused on the way and tvärtom but it's fascinating how it can be done now it's like SUS here I think they had 3 billion dollars in the world and 800 million dollars in the world so it's a very low value you don't have any income all has gone completely tvärtom what everyone thought on 300 spain so you can go around there is a super place It's the SUS and surgical science.

11:14And when it's most of the most is it can be the best in the best. I didn't do anything here. Today it was up 7%. And the Vinstvarning was like 4 rader where it stood intekter and EBIT. It stood not in any way. But it didn't look cool out. No? I don't know what you do. I've never handled Ubico So I don't know I think I had SPAC some time In that they would tell what they would buy That's the time But it's like Klockan 5 I sat half by the camera And on 3 seconds It was a call And then it was a 15 % And then it was a 33 % It was so fast in the staining So you did nothing I have three companies that have vinstvarnated Cameo Tech som håller på med jag kanske kan förklara vad de håller på med säljer olika saker inom medtech, cellterapi försöker jag säga men vet knappt de blev straffade 40 % de har en historik av att svänga sin guidance upp och ner hela tiden Boliden gick ner 20 % så det verkar väldigt hårt där ute det känns inte som att börsen är stekhet och att man därför slår ner men det verkar vara livsfarligt och vinstvana här nu Boliden var väl The one was up to the house.

12:39Absolutely, it has been a HC-branch with the raw parts. And then it was a pretty awful stop. I think it was like that it was known. Man knew that it was a strul in the gruvan. Yes, it was. But not how long it was. Not how long it was. And it was the most awful gruva. It was for 30 % of the income. But Malmö is still in the back. So it's just So it's just So it's just But you can't miss it Exactly So it's just So it's just So it's not How much price it is When the gruvan can Can start If it's in two years If we have come in I the worst low Or if it's glory days They miss you Maybe the Gyllenhares Yeah Någonstans Is it just Värdet i mark But it's always I don't know I don't know I don't know I don't know I don't know I don't know I don't know I don't know So it's always I don't know I don't know And I don't know It's a dyrt strul.

13:37It's a dyrt to get out. It's a dyrt to drift. It's not the same marginals as Loomis in South America. Now it's Koppal. Now it's Garpenberg. It's not the same. It's a more complicated environment. And to start to start. It's always a little more strul.

13:57But otherwise... So that you could understand. That it went down so much on a day. Sitta on putz in there. It's like the unusual whales tweets That to get 20 % down in Boliden It's horrible Yeah, and then Boliden is a little extra It's not a strong Huva-hagare And so that can go out VD's got totally Bassed and were super negative I saw Kopfer Who is a real-analytic He said that it was a katastrof That you need to stothe up Not say that this is a katastrof We have no idea What do you say to katastrof? It's billy so I come in Yeah, exactly So that Man blir ju lite I was just I was just I was just I was just I thought it was a little I was just I thought it was a little I thought it was a little This is not good No, no Man blir ju Köpsugen Men then Hela börsen I have to storm So that the next Actie Gick ner Dagen after Trots that Den har gått ner 20 % Och den stängde D-low Eller Stängde ganska Svagt Och så Och den här Kimeotech Där fick man ett stort Uttalade jag It's a big inside-go.

15:02Is it a premium for example in Boliden? That it is European mines? Now I'm pissed on European mines. But so that the world looks like so it's a strategic... It's important to be European. The Kimeotech it's like it's like between 300 and 700 and back. And now they were on the way up, they would go to and they would go to and increase their guidance one time in half. In Denmark, they would go to with something. If you don't have guidance or you don't have or you don't have it or you don't have it with a vinst warning. And as a trader it's very frustrating because you can come out with a vinst warning, but that's what all the analytically thought.

15:47So then the actuals went down. But they're going to go to after their own guidance. Not the analytically. Not the market. So it's always a shift. so I stood on tunnelbanan when it came and it was like 270, 260, 250, 240 and just like a warm knife in the smell and Denmark is very stoky and if it's size, it's 1 ,3-4 times the price of the value of the value so the value of the value of the value of the value and the value of the value of the value of the value but this is a very interesting company the rest of the Madtech that I've talked about with Bone Support and Research and hold on to the end of this.

16:27So it would have been a good place here. They were on a lot of different things. Yeah, they were all on a lot of different things. And Iran was on different things. But it came to an inside-köp, 30 million dollars of a funder. So I think it was on 30 % now on 30 days from the 42 when it was on the most. It was so that from the day after the wind-warnings, it was up to 15%. And it was on the whole day. It always used to be a mord. The P-A-Mord-effekter. Exactly. Why do you think all the people are so straffed? Now you want to buy a safe stuff. So it's a problem. Then you don't have time to buy it in six months.

17:07I these stöke times. No, I think that it's a... The all-time feeling is to raise cash. So it'll be a good time. You have to raise cash. So if you get a chance to get a chance, if you get a chance to get a chance, then you pass it on. Oavsett om det är 40 % ner. It's a little bit. It's a little bit. And so you can see it as if it's a lot of institutions and so on, it's a part of a larger portfolio. But I don't know, I can have a lot of money. But I think it's a case that you see it's a case that you want to increase your cash-niveau. because of the liquid Ad Samanthares Șiietje Wees have become le endured It's not the right to be taken at capital Allга furt for P Of parl amongst علa crypto it's still quite a bit it's not so cold in the crypto But it feels more stable than on the croers It's still very much before and back Crypto has also not taken new lows here for year, which is what the price has done.

18:21No, exactly. So some form of relative strength, see you there. Yeah, at least now when it's raining a little over all. Yeah, and you know what you're buying when things are a little bit more. So it's a parameter that I feel like that no one talks about it. And then it's often interesting to look at it. No, no one talks about it, but it's happening in the whole development and adoption of crypto. We've seen Visa vill göra stablecoin-betalningar. Vi har sett bolån kommer här för en vecka sedan att man kan i USA vissa kan ha kryptotillgångar som säkerhet för sitt bolån. Och sen även NYSE kommer att de vill tokenisera sin handel som man ska handla dygnet runt.

19:05De känner väl flås från Robinhood och liknande aktörer. Precis. Handla aktier, alltså tokeniserade aktier som handlas sju dagar i veckan dygnet runt. Skapa i massa But especially if you do it via blockchain-technic So you can do it a little between Like clearinghouse and so Yes, and then you can via Virtune To get a chance to get a chance to Stablecoin-sphere They have a stablecoin index-ETP Where you focus on Relsen backom, all the network and Protokolls that are used for stablecoins And these can be used as usual They are physically backed It's a Swedish company, Virtune And you can buy it via ESK, Avanza, Nordnet, Saver, Leveller, Montrose, with more Exactly And then you can also invest in Bitcoin So they have their Invertune Bitcoin Prime ETP The one has a price of 0 ,25 % I yearn And then they have other single asset products For example Ethereum, Solana, XRP And then they have The index product Which is called Fortune Coinbase 50 index ETP There you get exponering Up to 50 crypto-tills will be It's 26 just now and then you get a broad portfolio and we use Virtune when we invest in crypto via our ISK and it's because they are regulated it's transparent product, it's a Swedish company they are 100 % fysisk back product where the underliggande crypto-tills are offline with Coinbase and so it's an easy and easy and easy to come without having a own wallet and so that can you do via Nordnet, Avanza, Saver, Montrose, Levler, me mer.

20:47Och så, nu i deklarationstider så är det ju skönt att kunna äga på ISK. Eller kapitalförsäkring, om man har det. Ja, men precis. Och så har de ju även Staken-produkter. Så vill man läsa mer så går man ju bara in på vertune.com och vill man söka i sin mäklare så skriver man ju bara Vertune så kommer de olika ETPn upp. Stort tack!

21:08Och något annat som har fått smaka då är ju Mag7. Jag såg Microsoft var ner 30 % on a half an hour the most cash flow and P-tall and so on 5 years that it's always good to buy here if it's around 23 % on a half all these companies Mag7 and Meta have gone from cash cows to all out of Apple and they'll have to pay for AI so it's become a new company or so you can call it Microsoft is a proxy for open AI that they have problems, they are from the world they are both the biggest owner and the biggest customer but what do you say about Mag7 all the way? they have always been all the darling it seems like you got a value for the year and what did it have been a capex collapse?

22:00yes, it is but also a collapse for the year it was about that AI should drive the value of the product and the product of the product I don't think we can say If we see it or not, it's not we know. You don't talk about Claude-killers. Absolutely, but it's a lot of things in the world. Tillväxten, it's talking about a lot of high to-rex, that it would be a lot of nominellt in the USA. It's not a war. It's a war. I think it's still that it's on the track. You see the kurses, if you look at Nvidia, they've gone to the side of it since the last summer. Igår was AI-crash with all of them. Många av Max7-bolagen har väl inte rört sig särskilt mycket på sex månader?

22:43Nej. Så det har ju roterat. Det roterade in i råvaror istället. Råvarorna gick bananas i höstas fram till januari. Sen roterade det in i energi. Sen fick vi kriget så har energi gått bananas. Och sen nu ser du dina Tigo och Telia och sånt gå. Ja, de är ju stekheten. Det är ju liksom så här... Det är ändå lite märkligt att de är så heta nu när räntan har gått upp så mycket sista månader med kriget. I reagerar det på att det är sencykliskt Sencykliskt och consumer staples Går bra Det är kul om man äger dem Ska ni inte ha fullblåshås När det är sencykliskt? Jag tycker det är jävligt håsigt Det är väl ett lite dåligt omen För den underliggande ekonomin Sen att kriget kanske har I've been on the effect But I thought it was a synthesis In all of a sudden For the konjunkturen We've had a lot of We've snart had all the And when the small company So it was in Microsoft And then And then It's another effect And it's the Geopolitiska Flöden It's a lot of countries In the world So they've taken home From Europe Yeah It's cool to Microsoft But we need to to dry prices and we have to save our access to gas and oil and so on.

24:12Gulf countries with their big state-sourced You thought they were trading Nasdaq-acties and now they buy oil instead? Not just to buy oil, it's not so many intäkter for Saudi Arabia and Bahrain and Kuwait and Qatar. They pay a lot of money on export of their oil, but they import very much also and it comes not in. Allt möjligt Varor Så de måste ju underhålla Sina ekonomier också Och konsumtion och etc Så att Det är ju en absolut En sån effekt också tror jag Man måste Raise cash Och det känns ju som ingen av oss två Är ju några Mag7-investerare Och det har varit den bästa Riskjusterade avkastningen for all the people who are going to have a lot of money or other money so it has been the safe haven which is not the last safe haven all the other has been fallen so it was the last two to drop but it seems like if you want to go to a pension or a barn then you could start to get into this in these different yes you could always get into it is better now than four months ago Det är garanterat fattat Vad säger vi nere på Fågelkontinenten då?

25:39Nej men Och sen Vi måste ju prata om kriget och oljan Och allting självklart Sundet är fortfarande stängt Det är snack om marktrupper Idag kom det ju att det inte Att han kan lämna sundet stängt Och dra, det tror jag absolut Nu är det upp till er andra att lösa det här Och där är det väl lite såhär, titta på vad som görs Istället för vad som sägs Hans tweet som vi har pratat om innan Trumps Truth, social Att det går upp Plötsligt hänger sig allt Det går upp jättemycket Nu tar det fem sekunder så går det ner igen Det beror på vad han har skrivit Marknaden har tröttnat på det här Han har inte kommit med några riktiga konkreta grejer Nej, exakt Han måste höja tonläget för varje gång Det känns lite att måla in sitt hörn Eller måla in sitt hörn I think he has tweeted about all the possible so the expectations of the market are for everything I would say it is a test from all the way how the market reacts and it is the kind of the technical technique that the administration and Trump before that is 30 % of the tullar 50 % of the tullar all the time all the time but we have to pay 10 % more If you drive and it costs 20 million per boat then it's not a solution I don't think it's a solution It's not a solution here?

27:06No, it's not a solution For if you zoom out I know that many say that that the USA has failed to do and it's, especially from european a little bit of a always after that the USA should have failed to do it at least not economically And it is not It is not It is not You are always in the other Yeah, but then We can read what The American administration Is that they want On Twitter It is not really It is so That you communicate Average Joe On the street You don't know what The long-term plan is So cynically You can't tell them For a lot of people It is also So cynically I And how do you play What do you do here?

27:55Do you buy index oil or what do you do? I mean that it's a lot of permadomodags-proficies there. But what I can say is that if you have to say that if you have to do the last five years instead of what has happened, so that Europe's gas - and oil-period has shifted from that we imported a-billy-rysk gas-olja and sold dyra tysk-bilar to that we buy oil and gas from the USA instead. It's not billy. Tysk cars are not so much now. So, USA has become a vassal-stat that is energy-based from USA. We have gone from an industry-stormakt to an alternative. We can buy energy from where we can. Now we don't have to buy from USA.

28:50It's one thing. USA I saw it with Nord Stream Pipeline that the people sprang All the president, Obama, Biden Trump, all have been emot that the pipeline should be. Now it's not anymore. Then they found Venezuela that came in in dollars and it's the same thing with the oil and gas. When the oil försvann we put money in dollars for we buy gas and oil in dollar so all of them who have said that dollar is on the way to disappear and like that now is dollar as reserve currency coming out of here much much longer than what many have thought because all of them need dollar for to buy americans gas and oil for them are the biggest biggest product of the new Saudi Arabia and OPEC is the biggest it has been a very good deal so all of them Q1 has been very bad But the last days of March So it's completely changed So for a year they wrote about that Bricsland has a own club And they're on to run dollar And it's out for the USA Now the club has become a book club But they can't do anything anymore I think more of the Medtech company Or iGaming company That's how they have intäkter In the foreign currency They're going to get a strong March and the future When the dollar is 9 ,50 Instead of 8 ,50 So it's been a petrogas dollar as it has been for a long time but now they are the biggest producer of the world's biggest production they become the world's the most efficient station and how do you play it at the end of the day?

30:27you just swamled it's interesting that in China bricks-grejen that they should handle without dollars it doesn't exist they are based on oil and gas and then we go down all this until it's it's it's AI and compute power and what is it that drives compute power and AI? El, olja och gas Och USA sitter på den Så de är ju liksom raffineriet Till världens Till computer som är nya oljan Och då Helt plötsligt så har man ju sinkat Kina I den utvecklingen Så om man ska tro på tech bros Att superintelligens AI AGI Kommer Då är det ju väldigt viktigt för oss i väst att det är USA or some of us who have it first for the one who has it first is a super and now we are sure that we have to decide over the world's energy and if all countries need to buy dollars for to buy gas and oil so you need to buy dollars and why do you buy dollars for the dollar you need to buy it?

31:37it does it with the US obligation and then go to buy it right up just now but on long sicht so will it be a flow in the US bonds. So it's a goldberg. We can see. We can see a higher inflation, absolutely. But what I mean is if you look at it and not just look at a geopolitical thing, but you see all the things that this is a grand master plan that the US has had. But the US as a land is very creative and opportunistic. So every thing that happens Has been hard on to use And it's a matter of this And it's also what people don't understand What is the strength in West And how we have built up our society That we are adaptive, snabba And a bad politician He has to sit four years ago And we have to go away It's trial and error And to use the language and so on while other systems that have 10-year plan and you need to deliver in a plan often fail for when things happen so are you not like to improve and improve the environment but it is what I think when you zoom out it is very easy to go up in facet and say now it goes to hell but I think that it is that this this can be very interesting if the US kniper the power over energy it feels like all of them are in black in the way it is also if China takes Taiwan so it's not like far I mean not that if the US will take if they can have control over the logistik flaskhalssar in the world and be a swing producer on oil then you say to China you can buy oil and we can buy chip supply lines och allting flödar på som vanligt och går bra men det blir att man får leverage och om det har varit en plan eller om vi har hamnat där för att det har tagits vissa strategiska bra beslut, ja eller att det är slump i Trumps exakt, men sen det handlar inte om Trump utan jag menar drill baby drill, Biden hade kunnat säga det också, för tittar du på siffrorna så ser man att Biden drog inte ner på olja - och gasindustrin.

34:10Han levererade på det. Det växte som fan under Biden också. Han ökade tullarna mot Kina i handelskriget. Det här är snarare... 10 -årsplan. Obama började också med olja och gas. Det är en långsiktigare plan. Deep state-plan kan man kalla det. Jag tror man överdriver väldigt mycket av vem som sitter i vita huset. De långsiktiga trenderna ändras I don't know why it's not. It's like a Monday. It's like a black Monday. It's like a black Monday. It's like it's been two days. It's like it's been four years. It's like we have a different sentiment. It's like the market is more on the way to go up. If it's not happening very drastically, you're long or short?

34:54What are you doing? Just today I'm long. I bought it in the UK in the last day. It's the last day on the quarter. Window dressing, as it's called. Man ska rätta till lite grejer etc Det låter lite Just idag är jag stark Just idag är jag lång Det kommer sannolikt inte vara det efter close i kväll i USA Det finns även den här JP Morgan Colin som det kallas De har ju en av världens största ETF-er som gör Spreadar och post bets Den bygger på 6475 på S &P 500 Så under det vill jag bli lång in till close idag. Det är en snabb trade. Efter det vet jag inte. Det är påsk och vem vet. Det kanske blir boots on the ground på de här öarna i Hormussundet.

35:47Och då kan det väl bli skakigt igen. Det känns som att så länge det inte händer något mer värre nu så har börsen tröttnat lite på det här och studsar upp lite här tillfälligt i alla fall. Ja, sen är det ju allvarligt att det här sundet är stängt. Ju längre tiden går desto värre blir det. so I have not been bullish in all of a but then it is between all of us and now we are going to look at Palantir it has come down quite a lot from Heisman but as it looks like it is not to go well for the administration in the middle of the world and Palantir must say that this administration has been very well-sinnated Palantir

36:32Will it be difficult for Palantir To have the grid-file They have had If it goes bad for the administration I don't know what's going on But I don't know But until then It's hard to find strength in Palantir That's my opinion The company and their CEO Are also very profiler With the administration It's like it's many trades trades som handlar efter hur Pobbys tryout. Nu har den kommit ner, men skulle den studsa, då hade jag nog velat shorta lite. Istället för att köpa när den går ner, du gör alltid den komplicerade tradeen. Då väntar du på att den ska studsa så du sen ska kunna shorta. Jag vet inte om den kommer studsa, men jag tycker inte om att short in the hole, som man säger.

37:20Nej, är det några andra aktier eller något annat du tittar på? Råvaror? Jag är lite sugen på guldbolagen. It seems like they have totally crossed here. Yes, because gold has come down. It's probably the same reason why it's hard for a bank and a country to sit on a lot of gold when you have to buy oil and gas. Yes, and a security. It was Turkey and Poland who said that they should sell gold. But Goldman was out today. I don't know if they were good or bad. They were good at a very strong gold. I think it's 5400. My opinion is that it has been a huge difference in these gold-golds ETFs. but that gold is worth 4 ,500 which is super high many have AISC what they have for cost on 1 ,000 to 2 ,000 and then the rest is I think if gold comes down a little here so they want to have it as a hedge or gold companies are always so much but if the price is here it will just be a lot of money exactly and then I look at the jordbruksvaror socker and just those two Do you want to buy it on the ICA or how do you trade them?

38:25No, but it's a lot of different products that you can handle for to be a long-term. But I think it's a little interesting, for if it's a bristle and such as such, so both soccer and ethanol are on the same thing with mice. And you can use it to be a bensin and so. So it's not just that you eat it, but just those two have a connection to that you actually use it as a drug. And they don't They don't They don't Both of them They don't They don't They don't They don't They don't When the Ukraine So it There's a little Uppside If you want to Do you know If you want to Do you know How long It's been There Yeah But if I Go to Okay If I Go to Mice It's 20 % Near Till Where Priset Was Innan That Krig Bröt Out And It's 100 % up to 2022 highs It'll be a good risk reward if you put a stop 20 % down Vissa buy Microsoft, you're going to spend on mice Exactly, and it's not to fredagstacos That's where we have it It was all for the week Have you any last comment?

39:38It's interesting with long-held It's like it's often that he has passed on when it's been staked on the market It's easier to do sensationella grejer over a long hour where the market is with and sätter stop. So if maybe then we'll see. I don't know. It'll maybe be a deal. Man vet ju inte. Hans deadline goes out here snart. It's very much back and back if it's a deal or not. Någon form of samtal tycker jag att man nog kan räkna med att det förs. Står man för långt ifrån varandra Vem vet Såhär Det finns ju incitament på båda sidorna Att göra en deal Om man står vid sidan och tittar på Så tycker man ju det Sen har vi veckans fill or kill Jag får väl säga att Fillen, det var väl Kambi som fick sitt PMU-avtal Det är ju fransk ATG Och sen var det en intervju med Bråse Där han delade mina tankar i caset Så där fick vi en liten fin window dressing och killen, det får väl vara att bolag vågar inte stäppa några nyheter nu det är så negativt, jag som sitter och följer varje morgon det kommer inte en nyhet liksom, det är ingen som vågar göra någonting för att det är så negativt sentiment inga bud, inga köp inget någonting min feel är väl att, det är den här taktiska tiden på kvartalsskiftet idag, att det finns i alla fall flöden där inne som går att räkna med And it's window dressing It's good to know that All it has changed My kill is Well that My kill is That I think That much cash is the best position Just now It's not like that But much can happen So it can change quickly And then if you listen to us With Saver What's happening there and a little ETF special