![SKAGEN Fondene](/img/default-banner.jpg)
- Видео 317
- Просмотров 1 926 036
SKAGEN Fondene
Норвегия
Добавлен 24 янв 2012
Velkommen til SKAGEN Fondenes kanal på RUclips!
Markedsoppdatering SKAGEN m2
Juli var svært god for børsnotert eiendom. Hvordan er utsiktene for eiendomsfondet SKAGEN m2 fremover? Porteføljeforvalter Michael Gobitschek gir en oppdatering per 21. august 2024.
Просмотров: 212
Видео
Markedsoppdatering med SKAGEN Vekst
Просмотров 2952 месяца назад
30 år med aktiv forvaltning gir resultater. Porteføljeforvalterne Søren Milo Christensen og Sondre Solvoll Bakketun gir en status på aksjefondet SKAGEN Vekst, per 18. juni 2024.
Slik blir du en bedre investor
Просмотров 5233 месяца назад
Hvordfor oppnår noen bedre avkastning enn andre, og hvordan kan du sørge for at du får god langsiktig avkastning? Porteføljeforvalter Stein Svalestad forteller deg hvordan du med enkle grep blir en bedre investor.
Markedsoppdatering med SKAGEN Global april 2024
Просмотров 5164 месяца назад
SKAGEN Global har startet året svært godt, men hvor finner porteføljeforvalter Knut Gezelius verdi fremover? Markedsoppdatering for SKAGEN Global per 11. april 2024
Slik kan fondene dine bli en pengemaskin
Просмотров 5344 месяца назад
Hvordan få fondssparingen din til å bli en pengemaskin som gir deg penger på konto? Formuesforvalter Anders Martinsen forteller deg hvordan en uttaksavtale smart og enkelt gir deg løpende inntekter.
Markedsoppdatering med Alexandra Morris
Просмотров 6245 месяцев назад
Hvordan ser markedene ut nå, og ikke minst hva tenker Alexandra om resten av 2024?
Markedsoppdatering med SKAGEN Kon-Tiki
Просмотров 5546 месяцев назад
Porteføljeforvalter Fredrik Bjelland gir en oppdatering på vekstmarkedsfondet SKAGEN Kon-Tiki per 14. februar 2024.
Aksjeåret 2023 oppsummert
Просмотров 8438 месяцев назад
Investeringsdirektør Alexandra Morris oppsummerer aksjeåret 2023 og hvordan hun ser på markedsutsiktene for en aktiv verdibasert forvalter som SKAGEN i 2024.
Markedsoppdatering med SKAGEN Vekst 16. november
Просмотров 5489 месяцев назад
Aksjefondet SKAGEN Vekst fyller 30 år, og porteføljeforvalterne Søren Milo Christensen og Sondre Solvoll Bakketun gir en oppdatering og utsikter for fondet, per 16. november 2023.
Markedsoppdatering med SKAGEN m2
Просмотров 23210 месяцев назад
Hvordan ser porteføljeforvalter Michael Gobitschek på mulighetene fremover for de globale eiendomsmarkedene og SKAGEN m2? Se markedsoppdateringen per 19. oktober 2023.
Fondsprat med forvalterne
Просмотров 24811 месяцев назад
Hvordan påvirker inflasjon og høyere renter selskapene i porteføljen, og hva er den største fellen forvalterne kan gå i? Porteføljeforvalterne Jonas Edholm, Knut Gezelius, investeringsdirektør Alexandra Morris og formuesforvalter Anders Martinsen svarer.
Verdens mest uheldige investor
Просмотров 36511 месяцев назад
Hvordan hadde det gått om du investerte på verst tenkelige tidspunkt de siste 30 år? Formuesforvalter Anders Martinsen gir deg den overraskende fasiten.
Hva mener forvalterne i SKAGEN Focus og SKAGEN Global?
Просмотров 25111 месяцев назад
Porteføljeforvalterne Jonas Edholm og Knut Gezelius gir deg en oppdatering på sine respektive fond, og utsikter fremover.
Utsikter for SKAGENs fond
Просмотров 49811 месяцев назад
Investeringsdirektør gir en oppdatering for avkastningen i SKAGENs fond, og markedsutsikter fremover - per 27. september 2023.
Markedsoppdatering med SKAGEN Focus
Просмотров 12711 месяцев назад
Markedsoppdatering med SKAGEN Focus
Er du lei av bærekraft? Ikke hvis du bryr deg om pengene dine
Просмотров 316Год назад
Er du lei av bærekraft? Ikke hvis du bryr deg om pengene dine
Hvordan sikre økonomien med enkle grep?
Просмотров 607Год назад
Hvordan sikre økonomien med enkle grep?
Markedsoppdatering med Alexandra Morris
Просмотров 801Год назад
Markedsoppdatering med Alexandra Morris
Markedsoppdatering med SKAGEN Kon Tiki 8 februar
Просмотров 758Год назад
Markedsoppdatering med SKAGEN Kon Tiki 8 februar
Fredrik Bjelland - Våg å gå mot strømmen
Просмотров 208Год назад
Fredrik Bjelland - Våg å gå mot strømmen
Aswath Damodaran: Dealing with uncertainty in valuation
Просмотров 11 тыс.Год назад
Aswath Damodaran: Dealing with uncertainty in valuation
New Years Conference 2023 closing remarks
Просмотров 184Год назад
New Years Conference 2023 closing remarks
When you start off with a negative attitude about GREEN ENERGY that's the conclusion you'll come to. Same as when the combustion engine started. Or when military leaders doubted tanks would work better than horses. Or that aircraft could sink a ship rather than another ship. And on and on and on! History is full of this! Naturally, the oil and gas industry will speak against GREEN ENERGY.
Has anyone asked this guy how much money he's received from fossil fuel companies?
Green energy and the obsession with Climate change is a perfect example of the luxus that was a significant factor in the collapse of the Greek and Roman empires. We are watching the self inflicted collapse of the modern western culture. Staggering to think that the peoples in the current generation that have more wealth, more freedom and more technology than any generation in history, are actively progressing the collapse of the very system that provided these benefits. Bonnhoeffer's Law in action
Mills conveniently fails to say oil today is heavily subsidized by USA military and NATO generally to keep the flow unimpeded ... that cash cow to entrenched weapon suppliers is an addiction ... true cost of carbon fuel is multiples of what buyers pay
Great section on mining, amazed that more people don’t understand this, Most wonder why ‘mining asteroids’ is a thing that people think about. *in theory* space mining is the answer to this… Which would need fusion, Which will need room temperature semiconductors… The full transition *IS* possible, Just not this decade, or century! Partial transition and gradual changes will mean our great great grandchildren won’t be able to pinpoint the exact time we stopped using dead dinosaurs to energise society.
Lady host is good looking
Dom cummings of finance….
Informativ og bra videi
She is only a West clown.
Or we could scale back our need for energy with better urban planning, more and better mass transit and less wasteful manufacturing & production. This twat was featured on Prager U. His opinions are rubbish and he works for a thinktank funded by fossil fuel interests.
Your solutions are fantasies. The goods consumed by your perfect urban community are the source of the majority of energy demand within a city. I have been a corporate controller for 5 Fortune 100 manufacturing companies at some level of their conversion work, so I know what kind of yields they deliver. They do not waste resources, competition rewards the most efficient. Material yields are 98-99% of raw material inputs. Mass transit? Get real. Leave a city and make a living. Food, energy, raw materials are not accessible via any mass transit system that can be economically built. Realize that resources are collected across the earth from remote places, mined, refined, and transported to intermediate processing and fabrication facilities before they reach your urban utopia. Edit to add: You mention his opinions, but what I heard is more facts than opinions.
@@jamesbooth3360 Yes, companies are very good at squeezing the most out of their resources, including their workers. That is not the point. The point is that the goal of the public sector is to use tax dollars to provide services to the public and the goal of private corporations is to generate revenue for the owners, executives and shareholders. George W. Bush fulfilled the GOP goal of gutting the public sector and turning all public services over to the private sector. That was pretty much like giving a kid a bowl full of cake batter, telling them to put batter in each cup of the muffin tin and that they could lick whatever was left in the bowl. Of course that kid's going to devote all their energy into figuring out the smallest amount of batter possible to put in a cup then gorge themselves on the leftover batter. And all the rest of the family gets is one puny cupcake each.
Lithium will be here to stay for decades to come. And now with DLE we have an emerging technology that is making Lithium extraction much more “greener” and safer for the environment
As a US Veteran, Donald John Trump is not just a funny comedian wise guy. He is not just a narcissist. He is no different than Osama bin Laden. If Donald John Trump was an Iranian man who had a following who sent white powder in the US Post to judges, threaten judges, DOJ, FBI, US Congress people, their family members and government staff, incited civilian militarty groups to overthrow a US Congress Session to Certify the US Election Votes from Each US State, breaking and entering Federal building known as the US Capitol wherein the Legislative Branch of US Government works for We the People, threatening to hang the Vice President and mangle the Speaker of the House, while as Commander in Chief watches on television for hours, preventing the US Armes Forces Generals to order the National Guard who were all waiting on standby for the orders... If a man of Iranian nationaluty was controlling those acts, he would be arrested for an act of Terrorism. Donald John Trump has acted the same as any leader of a terrorist organization. By all accounts by rhis time, when all he has said and done, by definition Donald John Trump has acted as a Domestic Terrorist Lesder. And, US Citizens abd States have a US Constitution Right to Guarantees against such violence as incited and perpetrated by Domestic Terrorists. Donald John Trump is Terrorising the World. All Nations are afraid if him, his disorder and chaos he creates. Besides the chaos at home in our nation, he may cause wars abroad. We are a nation with Weapons of Mass Destruction. Donald John Trump is a man with a violent attitude and demeanor, vengeful and vindictive. This is dangerous to the world and the US. Here is a value We the People need to recall because the MAGA Domestic Terrorist Group is Violent, advocates Violence against US Citizens who are not attending their church or political rally: Article IV, Section 4: The United States shall guarantee to every State in this Union a Republican Form of Government, and shall protect each of them against Invasion; and on Application of the Legislature, or of the Executive (when the Legislature cannot be convened) against domestic Violence. constitution.congress.gov/browse/essay/artIV-S4-2/ALDE_00013636/
Regarding Putin he’s a man who had a very poor upbringing. 90% of poor men when introduced to money will spend it like water ie a weekend millionaire. This is exactly how Putin is spending Russia’s money on the present war in the Ukraine.
Fiona Hill knows her stuff😊
Fiona is wrong stop listening to her ube fool
Wake up ppl. It's not can we go green. it's why are we going green? Physicists should be looking at how the new Greenhouse Effect (GHGE) (type II) bastardizes the basic laws of thermodynamics. There IS a Greenhouse Effect, it just doesn't involve CO2. There is no Man-made GHGE.
Global population will peak by 2100. Rapid population decline will hit during 2100 - 2200. Global population will be around 1.5B by 2200. And it can easily be powered by renewables. Longer term, the energy issue will solve itself. Unfortunately, Miami / South Florida / Bangladesh / and many other areas of the world will be under water. But hey. You got to burn alot of hydrocarbons now right? Party on Wayne!!!
Sea-level rise benefits people by making ocean-trade easier.
I like Louis but it makes me laugh when he stated that China is the only country that does not have a free press. He obviously hasn't been to the USA for a few years, where they have the most controlled and censored media in the world .... period. The funny thing is that US citizens don't know that, because the US government does it better than any other government in the world. I have a business in the US but I live in Asia and so I see the US from the outside in and I see what its own citizens do not get told about.
Big fan of you mr Warrington
And it's all academic since "climate crisis" is utter nonsense and total fraud.. Liars and fools want the world covered with windmills, solar panels, and EVs, all the product of a massive network of fascist partnerships of government and cronies. Responsible people want the natural steady evolution from carbon to hydrogen to continue, totally driven by market forces.
😂😂😂😂😂 is this advertisment for gas and oil? listen to engineering with rosie and liebreich and minerals and listen to liebreich when he talks to fatih birol on the mlcleaningup podcast in short "there are plenty of minerals" "not even slow down the transisiton" 😂😂😂😂😂
Thanks. I wonder if TBMs could speed up mine development?
Thanks for the great work you do.
Curious that he makes no mention of the massive subsidies on fossil fuel production… this is by no means a balanced presentation.
Thats a good thing.
I heard they found HUGE stores of Lithium in Africa - forgotten which country....
simpleton.
More denial.
Dansk?😮
Essentially, he is right but his verbosity and self-promoting digressions are just unbearable.
The new tech billionaires want to be the next energy magnates and displace the old petroleum magnates. The international capital investment in renewables has surged in the last two years - in order to capture the market. Of course, they are "spitballing" and it will be messy - and they plan to solve (or not solve) the problems as they go. The enticement to take market share from petroleum is just too great. This is one of the "prevailing winds" of capital movement and has growing widespread public acceptance - especially as the awareness that pollution from petroleum is responsible for 6 million annual premature deaths globally. (much worse than climate change). These coming decades are an existential crisis for petroleum. Several years ago, a Saudi oil minister said that they want to extract all their reserves by 2050 - to avoid having any "stranded" assets, and become a solar exporter. Look it up. Of course, the petroleum industry will continue to act like a caged animal - becoming dirtier and meaner - rather than using their assets to transition. (Think the failure of Kodak.) Short term profits are still available for petroleum, but future investors beware.
Inconvenient truths
Given how carbon intensive mining is, I call on all “Green” thinking humans to put a stop to all this mining!🤔
beats the co2 stupid...
EV's are replacing ICE so you should be subtracting what ICE uses in materials as they are replaced. That means the total material amounts and costs are not that bad.
Yes! Spot fucking CORRECT. WE NEVER hear this from the deniers.
Anyone thinking the transition isn't going to happen are just uniformed. Check companies like GMG GRAPHENE. Making a battery that is made from aluminum and GRAPHENE, has 59% increases in energy density and and longevity. While only using natural gas and aluminum to make.
Battery raw material prices are falling ‘drastically,’ CRU says - Martin Jackson, head of battery raw materials at CRU, says the lithium, cobalt and nickel markets are generally oversupplied and “it will continue to be like that for several years.” Meanwhile, copper prices fell over 2023, outlook is for oversupply and price fall thru 2024.
Well said. However, what is the cost of continuing with our current fossil fueled economies…hurricanes, drought, floods and wildfires, once fertile food producing land blowing in the increasing wind. I’m interested in hearing about new thinking and new solutions to our ticking time bomb.
I can’t stomach this misinformation any longer, but I do need to make an important point here. He makes the popular “renewables are only 3%, how can that help?” argument, but does not consider rates of growth. His chart shows energy output from 1990-2020. I’m expanding slightly to 2022, because 2020 is a bit misleading, but… in that period, fossil fuel consumption grew from 83,000TWh to 137,000TWh - not quite doubling. More narrowly, from 2010-2022, it grew from 121kTWh to 137kTWh - around 15%. In the same period, solar grew from 0.39TWh to 1289TWh (1990-2022), over three orders of magnitude. More recently, from 2010-2022 it grew from 31TWh to 1289TWh, a 40x increase. It is currently doubling every three years! At that logarithmic (not linear) rate of growth, in another 12 years, solar will grow from 2% of the energy to 80%. Of course, the S-curve will level off at some point, but when? Failing to recognize logarithmic growth (driven by a logarithmic drop in prices!) is economic malpractice.
they dont even have a equilibrium climate sensitivity value they can agree on, therefore climate science is a lie. its not science.
“An electric vehicle requires 400% more metals”. A vehicle is mostly metal by mass. An EV does NOT weigh 400% more than a comparable ICE vehicle. So he’s being very selective here. Consider, say, lithium. An EV battery has about 10kg lithium in it - drastically more than a combustion-powered car for sure, but not actually a LOT, in terms of the weight of the vehicle. There are some really ugly problems with his numbers, and I’m sure I have another post coming critiquing this, but I’m disappointed that such an apparently smart guy is either completely failing to understand trend lines, or is being deliberately misleading in his language. edit: He goes on to talk about this much increase in the TOTAL metals mined globally, how it will need to increase by orders of magnitude. But his numbers are lumping metals mined in small amounts, like lithium, from metals mined in enormous amounts - iron and aluminum. Those do NOT need to increase by orders of magnitude to support this transition. Did he not realize this? Or worse, did he realize this and say what he is saying anyway? Wow, that’s either incompetent or unethical. Take your pick.
Western media: China is collapsing any moment! Western media: China is too strong! Westerners zombies: Yes yes they are.
ruclips.net/video/v2nhssPW77I/видео.html
Economic efficiency seems oppositional to what efficiency means in physics terms... Humans consume far more energy than they did in the past. Hmmm.... I sense axproblem.
Good job fighting cheaper electricity....keep up the good work Mr. Energy Expert. Wind and solar keep demand for Nat Gas down. Which keeps the price of Nat Gas down. Hence the name Inflation Reduction Act. Nat Gas jumper 300% last year. Caused 90% of inflation.
Electric rates in high wind solar states are up, way up. You don’t know that? The cost of electricity owes a small share to fuel costs, while the majority of the cost comes from simply having all the infrastructure in place to deliver 24/7, winter summer. All the plants, pipelines, coal train tracks, transmission, maintenance crews. So while solar and wind might save some gas, it never closes gas plants or pipelines. Save money by closing plants. It does require money on top of all that to build the solar and wind. The two things together, are expensive. Good job fighting cheaper electricity. There’s only one source of power that closes all the other plants when it’s built out. Nuclear.
Electricity rates from nuclear, Nat Gas, and Hydro are up higher. Solar panels dropped 30% this year. And produce 50% more power than the ones in 2019...from 300W to 550W...costs are up due to interest rates. Wind and solar developers only make 9% IRR. Take all the financial risk. Prices make have gone from 4.1 cents to 4.5 cents. @@Nill757
@@lkwrmwtr “solar … dropped 30% … costs are up … inflation rates” You really need to pick one. look a panel w more power is mainly just a larger panel, much like glueing two together. that’s not a “50% power increase” for the same solar area. Solar went up sharply in price three and two years ago, and now has recovered a bit. That’s not good for the grid long term. The cost of grid power is everything integrated together, transmission, power plants, maintenance. As I explained, solar goes ONTOP of all that, adding cost, it is not a source that can replace any plant, so citing solar price alone is misleading, intentionally if you continue. Now, cities like San Diego in high solar CA have rates approaching $.50/kWh, 4x the US avg. That’s a tragedy for the least among us. By contrast, I don’t give a damn about IRR for solar developers. Sorry, you really don’t know what you’re talking about, and public comments like that are responsible in part for places like San Diego.
Last year wind and solar hit 12%. This year expected to hit 20%. Not much of an energy expert.
He said “energy”. Your 12% is electricity. He’s right, was 3% for energy data year prior at the time, which if you’re anywhere near big energy is obviously the case. Oil and coal and gas are enormous, and it will take many decades to put a dent in them. Many of the consumption sources have 0% share of electric or RE so far, nearest percent. Aviation, shipping, all diesel machinery. India, China, Indonesia , Asia in general, even Japan, still building new coal plants. So when somebody pops up saying energy was 12%, it’s a big sign saying “I want it to be like that, so it is,”, And smear anyone who knows the truth.
This is a very intelligent person trying to predict the future using only what is known for sure right now. What if battery chemistries change? He's not factoring in any technological advances... isn't this rather short-sighted? Where's the vision?
This isn’t Star Trek. The first thing the sober analyst does is observe this is where we are now, and this what’s going to happen if we continue on trend. About this, Mills and others like IEA have done the homework and they’re right. It’s posible that some innovation might occur, but only the juvenile ignores reality and pretends the fantasy is reality. Batteries have their physical energy limits btw. It’s impossible for them or, say solar panels to get ten times better again like they did in the past. W that in mind, and the materials/mining problems, maybe the “vision “ should by synthetic liquid fuels instead.
@@Nill757 He doesn't talk about technology trends. He just projects based on a static view of "now". That's my point. For example, sodium-ion batteries are already in development, which throws a lot of his mineral calculations out the window. It's the same mistake as governments made in the 1970's, when they thought we were running out of oil, before we found new ways to extract it. His thinking is basically repeating the lack of vision of the past.
@@Dedread “out the window” Fantasy. This is no longer the science project it was when there was plenty of improvement room. PV can not get 2x better again. It’s impossible now. Batteries have limits. Sodium for instance is *worse* than lithium ion, less energy dense because lithium is hard to beat. Even if sodium was better, after several $trillion has been spent on lithium battery factories and mining, it’s decades before sodium can become the main battery type, which is unlikely ever. “Same mistake .., oil” Geologists always knew much more oil was in the shale rock, just didn’t know how to get it out. So, no, there is no radically better battery chemistry that everybody knows about. There’s only different, and worse. (Superconductors maybe, but doesn’t work) Mills is a former battery executive. He knows all this, and made some references.
@@Nill757 Saying Mills is a battery executive and knows better is like saying that VW is a car company, so they should be able to make a better car than the young upstart Tesla... they can't. Mills can say where batteries WERE, but not where they are GOING. Solid-state, anyone? It will happen, especially if there are tons of incentives to do so. I think you, like the car companies, are unaware of the rate of technological change. For example, EVs are ALREADY cheaper as a life-cycle cost over ICE vehicles - once they hit purchase-cost parity, which will be in less than 5 years, major change will happen regardless of government incentives. What does it matter if PV can't get 2x better again? It's still the cheapest form of installed power you can generate... and even if it uses oil to make the panels, that oil produces a lot more power over the life of the panels than if you burn it... Also, PV panels still ARE improving. Have your heard of Perovskites? theconversation.com/you-might-think-solar-panels-have-been-perfected-but-we-can-still-make-them-even-better-and-cheaper-191755
@@Dedread “it will happen” Mills may or may not have the best understanding of battery chemistry, but he is a professional physicist w experience in, you know, making batteries. You have none.
This guy hasn't got a clue what he's talking about.. Its fake information.. Got to 11.50 and just had to switch off.. Sorry for any one who believe this load of tosh. Just look on how much metal and mineral in an ICE vehicle.. The truth is actually the complete opposite. Go and look at Na-Ion energy cells.. Then you'll understand.. ..
You misunderstood . He’s right. ICE and EVs use a similar amount of steel, aluminum for the frame, body etc. So nothing changes dramatically there replacing ICE w EV. The problem is production of copper lithium and other metals for EVs only due to the battery e motor etc. They’re production via mining needs to increase a couple dozen fold to meet EV targets in ten years. Same w wind turbines, solar PV. It’s not going to happen. His data comes from IEA. The EV train is under way now, w $trillions spent in car and battery factories. W anyone that’s ever built anything, it’s clear that it takes a decade or two to change anything w that much investment. Btw, other batteries, like na-ion, are worse, lower energy density. Lithium-ion has been in innovation for 50 years now, it will be hard to beat.
EVS run on the grid which is coal and fossil fuels plus the toxic metals mined by slaves in the Congo. EVS make no sense.
"EVS run on the grid which is coal and fossil fuels plus the toxic metals mined by slaves in the Congo. EVS make no sense." Uhhh, part of the renewable energy transition is making more and more of the electricity on the grid from renewables.
US electricity by source: 40% gas 20% coal 20% nuclear 20% hydro wind solar biomass
Why does the UN have an absurd definition of climate change attached to all the links about climate change on u tube?
We're going to transition from efficient, reliable energy to inefficient, unreliable energy.
"We're going to transition from efficient, reliable energy to inefficient, unreliable energy." Actually, EVs have much higher energy efficiency than do internal combustion cars, and the engines are simpler and will last longer. We MUST make the transition or we trigger worsening ecological and societal break down.
@@karlwheatley1244Societal breakdown? Expensive energy and expensive thus unavailable transportation will cause that. Deaths from natural disasters have dropped 50X in the last 100 years from the infrastructure installed to avoid them. Best to understand how that happened and not screw it up by changing it all w CAPITAL letters.