Jan 26, 2026 | Blog, Pod
At my second training session, I kept scrolling through the Financial Times podcasts and ended up on Tech Tonic, where the discussion immediately moved beyond products and hype and into power.
The episode unpacked how influence has shifted from pure technological dominance to political and regulatory leverage, with control over data, platforms, and infrastructure increasingly protected through access to state power and strategic alignment rather than innovation alone.
https://podcasts.apple.com/se/podcast/ft-tech-tonic/id1169101860?l=en-GB&i=1000746161408
Jan 26, 2026 | Blog, Pod
At my first training session today, I was accompanied by the Financial Times Unhedged podcast, a sharp, clear-eyed take on the ups and downs of the moment. The noise is loud, the swings are real, but the underlying ground remains the same.
As discussed in the FT Unhedged podcast, this is worth pointing out precisely because political headlines can create the illusion of structural change. In reality, nothing has changed. US equities and options remain the core arena for global risk. Scale, liquidity, and derivatives depth are unmatched, meaning that even when uncertainty originates elsewhere, positioning, hedging, and price discovery still resolve through US markets, and for now, there is no viable substitute.
https://podcasts.apple.com/se/podcast/unhedged/id1691284824?l=en-GB&i=1000746256612
Jan 26, 2026 | Blog, Pod
I came across the outlook from a major Swedish bank while listening to a podcast during one of my training sessions. It is well documented and, at this stage, strongly focused on risk — uncertainty being the dominant theme.
From my perspective, with US midterm elections approaching and living costs still elevated, the administration’s focus is likely to shift further toward populist, consumer-friendly economic measures aimed at resonating with voters. In the near term, this could help dampen market risks by supporting household sentiment and consumption. In the end, roughly 70% of the US economy is driven by consumer spending.
Swedbank notes that the global economy has entered a more uncertain phase following a calmer second half of 2025. Growth is continuing, but momentum is weak and risks have increased.
For Europe and Sweden, Swedbank forecasts modest growth supported by easing inflation and gradual interest-rate cuts. However, export-dependent economies remain vulnerable to geopolitical tensions and renewed trade frictions.
Overall, Swedbank’s outlook for 2026 is cautious: subdued growth, easing inflation, gradual monetary easing — and unusually high uncertainty across the US, Europe, and Sweden.
https://podcasts.apple.com/se/podcast/swedbank-makrosnack/id1870279224?l=en-GB&i=1000746043085
Jan 25, 2026 | Blog, Pod
As part of my training today, I was accompanied by the wonderful voice of Michael Barbaro from The New York Times, on the rapid development of artificial intelligence and its growing impact on Hollywood.
AI has quietly crossed a threshold in the creative industries. As The Daily illustrates, artificial intelligence can now generate complete content packages—ideas, scripts, voices, even performers—at a speed and cost that fundamentally changes how creative decisions are made. This is not about replacing art; it’s about compressing the development phase that once relied on human judgment and time.
The real shift is structural. AI moves upstream, filtering and optimizing ideas before humans ever engage. That means power migrates away from individual creators toward those who control data, distribution, and capital. Creativity becomes less about inspiration and more about selection, validation, and scale.
From a business perspective, this is the moment to pay attention. AI does not need to produce great content to be transformative. It only needs to be good enough to reshape workflows, reduce risk, and redefine who decides what gets made.
https://podcasts.apple.com/se/podcast/the-daily/id1200361736?l=en-GB&i=1000745611224