Avsnitt 599 - Positionera sig för krasch på uppsidan
Summary
In this episode of Phil&Kill, the hosts discuss the disappointing market reaction to Novo Nordisk's capital markets day, Viking's significant data-driven surge, and Meta's launch of its new on-device AI agent, Muse. They analyze the geopolitical implications of the upcoming UN Security Council meeting, specifically the potential impact of the Trump-Xi summit on oil prices and global markets. The discussion also covers the current risk-on sentiment in crypto and the broader AI hardware upgrade cycle. The episode concludes with an interview with Kristoffer Koch, CEO of Virtune, who details th…
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