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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
Episodes
Tuesday Dec 29, 2020
Interesting divergences despite overall cheer
Tuesday Dec 29, 2020
Tuesday Dec 29, 2020
Slide deck: https://bit.ly/3n0tmwG -
In today's podcast, the last regular before yearend, we focus on the continued stock market surge while also highlighting the most aggressive margin debt ramp up in 13 years. Some divergence seen with a much followed "disruptive innovation" ETF trading down on the day. Also the underwhelming Brexit reaction raising worries about Sterling and hedge funds positioning themselves for further commodity upside in 2021. Today's call with Ole Hansen on commodities and John J. Hardy hosting and on FX.