With special guest Peter Garnry of Gesda Capital
Today, a conversation with special guest Peter Garnry, co-founder of Gesda Capital on choosing and valuing stocks for the long run, observat...
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Saxo Market Call
Saxo Group's strategy team delivers market insights across all asset classes.
Saxo Market Call Podcast Guide
Listen to Saxo Market Call, a Business podcast by SaxoStrats. Stream 134 episodes in English, follow new audio stories, and play episodes online on Radio and Podcast.
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20 of 134 episodesMeta announcement: just a warning shot or the actual pin prick?
Today, a look at global equity markets roiled by Meta's announcement that it will rent out use spare data center capacity for AI application...
Rocket Lab enters the space comms fray with Iridium grab. Also, USA at 250!
John's piece: Wall Street at 250 through a Wall Street lens: Where we've been and what comes next. Today, a round-up of another session with...
Leverage upon leverage, what could go wrong?
Today, a look at the latest strong session for some of the market's highest momentum names, as we note with some caution the risks that leve...
Flat Friday on the index surface, but bonkers beta underneath.
Today, a look at a much zanier Friday session in US equities than the almost flat close on the S&P 500 suggested as market internals have be...
Apple pays for the hubris. Samsung to bust out a quadrillion in cap-ex.
Today's John J. Hardy substack post. Today, a look at some incredible volatility and cross-currents in the US equity market as Mag7 continue...
Micron tries to revive AI hardware momo. Gold tests below 4,000.
Today, the blow-out Micron earnings report is doing all it can to revive the AI hardware momentum trade, and it will be interesting to see h...
The US dollar is having its cake and eating it too...for now.
Today, we look at the drivers of the stronger US dollar as it pulls to new highs for the year and what may be holding back USDJPY from parti...
Chips suddenly on tilt into Micron earnings Wednesday
Today's John J. Hardy Substack post - you won't want to miss today's links! Today, a huge vibe shift overnight as Korean memory stocks come...
Likely Super El Niño building: a non-alarmist take on the risks
Today, a sober and thorough look at the risks for key commodities and equities on the powerful El Niño climate phenomenon building in the Pa...
Accenture needing dentures after market knocks its teeth out
Today, we highlight another high energy day for the equity market, with semiconductor stocks screaming back higher and the US dollar continu...
Fed Chair Warsh impact washes over markets
Today, we note the huge change in vibe and substance as new Fed Chair Kevin Warsh took charge at the Fed at his first meeting. He is a great...
Choppy chips even as crude mega-dips. Warsh on tap.
Today, some last thoughts on the FOMC ahead of the meeting as the market is treating it with little anticipation even if this is likely to p...
The tails wagging the market and SpaceX dogs
Today's John J. Hardy Substack post for this podcast Today we look at a fresh stunning advance in US equities as we reapproach the all time...
FOMO in equities, ho-hum in macro even as new Fed era begins this week.
Today, a look at risk sentiment in full swing after a successful SpaceX IPO on Friday and a stronger sense that the Iran war ceasefire may l...
Rounding up the usual suspects as a new era at the Fed dawns next week.
Today, the usual suspects knee-jerked higher Thursday on Trump's latest peace declaration as crude oil dropped, while the other usual suspec...
The either-or moment for US stocks and gold
Today, a look at markets testing the lows again yesterday, but trying to put in a rally ahead of a huge market event tomorrow that could def...
Market volatility expansion flashes red. Gold key support in view.
Today, a look at what the further acceleration in US- and other market volatility means, particularly for the highly speculative chip stocks...
Many moving parts ahead of next week's seminal event
Today, a look at the market trying to continue its bounce-back from Friday's meltdown in especially chip stocks, interesting news flow on th...
Correction not yet a calamity.
Today, putting Friday's big market sell-off in perspective as an overdue development after the huge recent ramp in high momentum stocks. Bro...