Tid er penger - En podcast med Peter Warren

Dissonans

·1 hr 21 min·5 clips
Peter Warren explains why simultaneous crashes in silver and dollar surges create a dangerous market dissonance most investors miss.
The episode opens with Peter Warren introducing the concept of market dissonance, where opposing signals create confusion, exemplified by precious metals and currency swings while stocks remain calm. He recounts the recent volatility in silver, which saw a 40% correction in two days after parabolic rises. Warren describes the technical failure on Friday where a major SLV ETF market maker had problems, causing the ETF to trade at a $19 discount to physical silver and triggering panic selling. He analyzes Trump's market impact, noting his pattern of announcing tariffs or policies then walking them back, which emboldens further manipulation. Warren discusses physical precious metals investment through sponsor Tavex as an alternative to leveraged products that wiped out traders. He shifts to Norway's electricity market, criticizing how parliament's cable export decisions drive high domestic prices despite political promises. The episode explores German public sector migration from Microsoft to open-source software like LibreOffice and Nextcloud, saving millions. Warren reveals a major Norwegian brand spends one-third of its bottom line on Microsoft licenses. He concludes with commentary on Jens Stoltenberg's property tax debate performance and a shout-out to Paralympian Bernd Marius-Røstad.
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