121. Europas Texas, 60 höns och räntespöket
Summary
Henrik Mittelman and Marcus Mellqvist discuss the upcoming IPO of Örebro-based Dormi Golf and analyze Epiroc’s strong performance amid rising copper prices. They debate the widening gap between stock and bond market sentiment, noting that while equities remain resilient, rising rates and inflation fears are driving a secular bond bear market. The hosts also cover the SKF spin-off, Google’s massive investment in Finland, and the launch of Apple’s new foldable iPhone, concluding with a look at AI risks and the potential for long-term inflation.
Topics discussed
Intro, Örebro hotels and local business chatter
Epiroc, Sandvik, and AI/robotics in Örebro
SKF spin-off and market reaction
Octave spin-off analysis and valuation
AI investment concerns, inflation, and rising rates
Interest rate dynamics and 1994 comparison
US fiscal policy and European 'Texas' (Finland)
Google-Fortum deal and Finnish stock rally
Sampo, Nordea, and Scandi Standard updates
Grupo Luso Aves and the global chicken trend
Boliden's Brazil acquisition and security concerns
AI warnings and Hemnet's share buyback strategy
Real estate agents and EFN app promotion
Investing based on 30-year future visions
Asia vs US performance and innovation stocks
New iPhone, ASML, and semiconductor costs
ECB leadership and Christine Lagarde's exit
Dormi and Linjemontage IPOs
Real estate valuation and inflation hedge
AI existential risks and episode wrap-up
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