FIRST-podden
Ole Andre HagenPodcast fra FIRST-fondene med mye aksjeprat, markedsprat og selskapsprat der forvaltere i FIRST Fondene deltar med eller uten eksterne gjester!
| Publishes | Monthly | Episodes | 10 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Norwegian | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
Martin og Ole André oppsummerer 2024 så langt: er NOD en rakett, er Magnificent-7 fortsatt Magnificent, kan man få «magnificent» avkastning i Kina, hva er utsiktene for stortank og tørrbulk og er elbilmarkedet dødt?
FIRST Impact leverte 27% avkastning i 2023 og slo MSCI World og fond med andre strategier innenfor samme segment tross (1) liten eksponering mot «Magnificent Seven» som leverte +40% av avkastningen til MSCI World, (2) kraftig undervekt i den eneste s... more
Martin og Ole André oppsummerer 2023 så langt: verdiaksjer, grønne bobler og skamplett-effekter ved årslutt. Kan ESG yndlingen Novo egentlig være en versting? Og hvilke aksjeraketter er det Martin fyrer av? more
Slankepillen har rystet legemiddelbransjen med eventyrlig vektreduksjon hos mange, mens aksjonærene i Novo Nordisk er blitt fetere og fetere! Men hvem passer pillen for og hvilke langtidseffekter har den? Fedmeekspert, seksjonsoverlege og professor J... more
Mens aksjemarkedet over tid har gjort det bedre enn risikofri rente, så viser det seg at flertallet av aksjene ikke klarer det samme. more
Forvaterne Martin Mølsæter og Ole André Hagen diskuterer utviklingen av aksjemarkedene med temaer som renter, inflasjon, råvarepriser og siste tids utviklingen i deres respektive fond. Big-tech sitt comeback etter et tøft 2022 - og ikke minst AI og N... more
Øyvind Grotmol har siden tidlig 2000-tallet hatt en eventyrlig karriere innen teknologibransjen som gründer, leder, investor, ingeniør og styremedlem i Norge og utlandet. Siden 2013 har han jobbet i økende grad med kunstig intelligens med blant annet... more
KID er der Apple og Nike ønsker å komme - hør Podcast med CEO Anders Fjeld for å forstå hvorfor! Og forstå hvorfor forvalter Jonas Heyerdahl i FIRST Opportunities har investert i selskapet. more
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Chart Rankings
Apple Podcasts | #149 |  Norway/Business/Investing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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FIRST-podden launched a year ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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