Podcasts · Børsmorgen & Økonominyhetene

Fa Makro: Olav Chen: – Du har ingen steder å gjemme deg

· 38 min

Episode Fa Makro: Olav Chen: – Du har ingen steder å gjemme deg

0:00 38:19

– AI er blitt en makro-trade i min verden, så du har ingen steder å gjemme deg. Resultatet til Nvidia er nesten viktigere enn payrolls-tallene nå, mener Olav Chen i Storebrand Kapitalforvaltning.

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