On Tuesday, I was a guest on Dagens Industri Börsmorgon together with Johan Javeus from SEB. We talked about current market issues such as tariffs, the reporting period, valuations, seasonal patterns and cyclical versus defensive stocks. I also shared a stock case.

You can watch the entire episode here:
https://www.di.se/ditv/borsmorgon/borsmorgon-12-augusti-2025-se-hela-programmet/