24. Everyone loves IT/AI stocks and the USD, but is the trend always your best friend?

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EFN Ekonomikanalen

Published on Jan 10, 2025
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Donald Trump is going to make the USA great again. It's been a long time coming. That's why everyone loves American IT and AI-related stocks above all. And the dollar is the favorite currency. How do you be a contrarian in this world? If you reason with the daring idea of ​​selling Mag 7, going long the other 493 companies in the S&P 500, selling USD against euros and kronor and secretly buying German car manufacturers. But how is Tesla really doing when the Thule family doesn't want to be associated with Elon Musk? There's also a buzz about the world's best countries. Henrik tries to combine the most economically successful with other parameters to find the very best. Gabriel objects that he likes countries that are moving in the right direction the most. The Baltics and Poland are praised. Henrik sends a postcard from Sydney and Gabriel praises Spain. It's as usual – high and low. They are good friends, but often think differently. They are united in their passion for economics. Henrik Mitelman and Gabriel Mellqvist buzz about the stock market every Friday, and in between with the top Swedish business profiles. ______________________________ Do you like the video? Subscribe to EFN on YouTube: https://www.youtube.com/efnekonomikanalen... Feel free to visit http://www.efn.se for more of our content. X: https://x.com/efntv or https://x.com/finansmagasinet Facebook: / efnekonomikanalen Instagram: / efnekonomikanalen Linkedin: / efn Tiktok: / efn_ekonomikanalen or / efn_program

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