Yeah, now there are starting to be a bit too many of these InderesPods, I’m already getting confused about where the audio content is published. This could be a suggestion for Inderes’ development ideas 
Let’s put this here too:
@Marianne_Palmu, @Sara_Antonacci and @Pia_Maljanen started a new podcast series, also in spirit is @Isa_Hudd, who was sick when filming the podcast.
Topics:
00:00 Introduction
00:48 Introductions
03:14 Is investing difficult?
10:49 Do you have to be wealthy to start?
14:38 Women invest less than men
18:50 Why is saving always discussed when it comes to women’s finances?
24:14 Best tips for starting to invest
27:09 Investment styles
37:16 Isa’s introduction
38:44 Conclusion
Music: Nalle Ahlstedt, D8 Music
6 Likes
Antti and Marianne’s guest on Raharadio this time was @Frans-Mikael_Rostedt
Topics:
00:00 Introduction
03:12 Are the debtor’s good times coming? – Marianne
15:15 Is it still worth owning a home in Finland? – Antti
31:42 Should housing prices rise in the long term? – Frans
46:06 Investment-related gift tips
5 Likes
@Frans-Mikael_Rostedt and @Tomi_Valkeajarvi talked to me about a topic completely unfamiliar to me, namely excess return, but I am an expert in underperformance. 
Topics:
00:00 Introduction
00:30 Financial statements for the forum
01:20 When did you start investing?
06:13 Where did the spark for investing come from?
10:20 What kind of investor are you?
12:17 Making a selling decision
15:00 Investment plan
17:56 Where does excess return come from?
21:31 Weaknesses as an investor
25:28 Strengths as an investor
29:04 Key lessons from working as an analyst
33:08 Benefits of a poker background in investing
40:28 Stock picking process
46:28 Time diversification and leverage
48:44 Cash weighting in the portfolio
49:56 Diversification into different asset classes & cryptocurrencies
54:09 Stock portfolio diversification
56:38 Stock portfolio
57:16 Auto1 Group largest holding
01:07:00 Ilkka newest addition to the portfolio
01:13:21 Divestment from Revolution Race
01:15:13 TeamViewer
01:18:30 Digia
01:21:11 One stock from Helsinki for 10 years
01:23:22 One stock from abroad for 10 years
01:25:51 A million now or 5000e/month for life?
01:27:36 What lesson would you give young Franco?
01:29:56 Next episode at the new office
Episode recorded on Monday 9.12.2024.
13 Likes
@Marianne_Palmu was in a tough interview with @Tomi_Valkeajarvi and @Ville_Kivinen.
Topics:
00:00 Introduction
01:01 Personal Profile
13:32 Career
29:29 Investing
43:47 Game
4 Likes
@Marianne_Palmu’s guest was 19-year-old stock exchange ambassador Juuso Latvateikari.
Topics:
00:00 Start
00:21 Juuso Latvateikari
13:58 Motives for investing
24:55 Social media
31:08 Juuso’s portfolio
35:53 Learning about finances as a child
7 Likes
My friend has smart ideas about financial education and saving from a youth perspective 
8 Likes
I recently listened to Trader’s Club’s Bitcoin episode, which was good in a way, but remained one-sided as the opposing view was missing.
Regarding this, a wish for a podcast topic arose: Bitcoin/cryptos, with (at least) 1 bull and 1 bear in the booth. For example, invite Jukka Lepikkö from TC as a guest, and I’m sure you have someone with an opposing view?
It would be nice to hear a well-prepared, reasoned, and thoughtful discussion on the topic instead of the very common fervor (in one direction or another). Of course, if such a sensible discussion on the topic already exists on other channels, feel free to link it.
15 Likes
Also posting this here, as not everyone might be following Faron’s thread. There’s a lot of general industry information there.
@Antti_Siltanen interviewed Faron’s CEO Juho Jalkanen.
Topics:
00:00 Introduction
00:13 Juho Jalkanen
01:03 Podcast background
02:42 Where does drug development start?
06:44 Preclinical phase: Animal testing
10:34 Clinical phase
31:53 Study conductor
35:00 Regulatory activities
45:47 How does a drug development company create value without revenue?
01:10:32 Drug pricing
01:14:32 Drug manufacturing
5 Likes
@Olli_Koponen and the latest Earnings Week Summary
Olli kicks off the earnings season summary in his usual style. Featuring stock market weather, banks, and Netflix, among others.
Topics:
00:00 Introduction
00:45 Stock Market Weather
07:28 S&P500 Earnings Season
16:54 JP Morgan
22:22 Goldman Sachs
29:19 Other Banks
33:48 Netflix
44:53 GE Vernova
5 Likes
Here is Olli’s latest Earnings Week Summary.
Olli Koponen continues to summarize the earnings season as usual.
Topics:
00:00 Introduction
00:37 Market Weather
06:27 S&P 500 Earnings Season
10:01 ASML
12:15 Tesla
24:00 Meta
31:57 Microsoft
43:45 IBM
46:36 Apple
3 Likes
Woman, myth, legend and economist @Marianne_Palmu interviewed Ronja Roms, who is a real estate investor, podcast host, event producer, youth worker, entrepreneur, and financial advisor.
Topics:
00:00 Start
00:40 Ronja Roms
01:50 First Home
05:46 Learning to be a Real Estate Investor
10:54 Money Talk
30:49 Growing Wealth
3 Likes
@Tommi_Saarinen and @Markus_Hav chatted about AI stuff.
In the podcast, analyst Tommi Saarinen and Markus Hav, an ex-Inderes employee specializing in AI, discuss the development of artificial intelligence, its opportunities and limitations in investing and business operations. They also delve into how companies can leverage AI to gain a competitive advantage and what threats and opportunities are associated with the future of coding.
Topics:
00:00 Introduction
09:31 Development of language models
17:45 Nvidia and Deepseek
52:14 The future of coding
42:10 Negative views
59:46 Use cases for AI
01:22:03 Different tools
01:35:42 Investments
01:43:28 Markus’s vision paper
P.S. This podcast was really good. @Olli_Koponen’s earnings week summary would have been needed in addition to this, especially for this week.
12 Likes
It’s coming! It was a bit of a busy week, so the recording and release were delayed a bit
9 Likes
THANK YOU
Here is @Olli_Koponen’s Earnings Week Summary for this week.
Topics:
00:00 Introduction
00:45 Market Weather
06:32 S&P500
09:04 Palantir
22:37 Paypal
26:58 Alphabet
36:30 AMD
42:05 Snapchat
45:40 Uber
49:10 Disney
53:50 ARM Holdings
58:44 Ford
01:04:41 Eli Lilly
01:08:58 Roblox
01:12:35 Peloton
01:14:11 ELF Beauty
01:19:08 Amazon
7 Likes
@Rauli_Juva was on Tom’s show.
Rauli Juva, who has an investment career spanning almost three decades and has worked as an analyst for a long time, shares his most important lessons from his career in the fourth episode of Portfolio Review.
Topics:
00:00 Introduction
00:30 Who is Rauli Juva?
02:06 When did you start investing?
07:54 Investment goals
11:07 Systematic approach to investing
16:47 Developing as an investor during a long career
20:46 Stock picking process
24:51 Diversification of the stock portfolio
28:22 Rauli’s stock picks
29:42 LapWall & Nokian Renkaat, largest in the portfolio
32:44 Latest purchase
33:17 Latest sale
35:39 Three stocks for five years
38:35 Buying conditions in Hesuli
39:26 Most important lessons from an investment career
14 Likes
Good interview and it was nice to listen to Rauli’s thoughts and history as an investor. It was also refreshing that a professional dared to say directly that there isn’t any specific precise strategy behind it, but rather he buys good companies at a suitable valuation.
One slightly distracting technical issue, which has also come up when listening to Rauli before, is his style of occasionally speaking at a slightly lower volume and with a lower voice, usually during some reflection. I don’t know if I’m just getting old, but when listening with earbuds, you really have to concentrate hard to understand what he’s saying; it turns into a kind of “bass hum”.
Otherwise, a very pleasant speaking voice to listen to.
I don’t know if this could be corrected somehow during the editing phase, or if I just need to go get hearing aids.
8 Likes
This has been discussed before, I don’t remember if it was specifically about Rauli! It makes listening challenging, especially when @Verneri_Pulkkinen is in the studio at the same time as someone speaking in a calmer voice. I have a bad habit of listening to podcasts when going to sleep, and sometimes I wake up to Verneri’s burst of laughter (which is great, so don’t change! 
) and sometimes I have to turn up the volume to hear the other participant’s exhalation, until I wake up again to someone making Verphu laugh 
Someone with a black belt in IT and electrical wires probably knows if there are mics or ready-made software that evens out these extremes in sound.
Anyway, it’s great that quality podcasts are coming out again like an assembly line! 
16 Likes
Thanks to both @jasso and @Ituhippinen for bringing up the topic! And glad to hear that the episode’s content was enjoyable to listen to despite the technical nuances! 
The audio track has already been compressed quite heavily, and this is always a bit of a balancing act between natural dynamism and heavy compression, but I’ll try to turn the compressor’s screws even further next time. 
16 Likes
Ta-da… here’s the new Heikkilä & Vilén Show 84
Heikkilä and Vilén return after a nine-month break to ponder what has happened in the Helsinki stock exchange and whether there’s a crisis or a hangover in real estate funds?
Topics:
00:00 Introduction
03:34 Helsinki Stock Exchange Update
37:52 Summary
32:51 Real Estate Funds
25 Likes