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Peter Warren snakker om nyhetskutt og algoritmeavhengighet, går gjennom uka i markedene med oljesjokk, stigende lange renter og SpaceX-fallet, og bruker en stor del på perpetuals og de kommende compute futures. Episoden avsluttes med minneord om Olaf Tufte.

Kapitler

(00:00) Intro
(00:41) Nyhetskutt, algoritmer og avhengighet
(15:42) Varsler og agenter i stedet for skjermtid
(21:07) Ukens research: AI-forakten i tallene
(30:13) Markedet sist uke: oljesjokk, renter og taco-tesen
(37:23) SpaceX-fallet og kredittmarkedets varsel
(44:24) Råvarer og krypto: olje, gass, bitcoin og hetebølge-traden
(52:41) Trump-aksjene, decay-analysen og børsuka
(1:01:41) Asymmetrisk avkastning: premissene folk glemmer
(1:06:41) Perpetuals og ekstrem giring
(1:11:49) Compute futures: datakraft som råvare
(1:26:44) Minneord om Olaf Tufte

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