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For the aspirational trader and financial markets professional. Coming at you two to three times a week, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
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Friday Jan 22, 2021
Friday Jan 22, 2021
Today's slide deck: https://bit.ly/3sLcQ7Z -
Today, we look at whether it is time to take a few chips off the table at minimum on a few signs that the most speculative assets have hit a rough patch, as we question the ability of "story" and "theme" companies with zero earnings to continue their vertical ascent. Action in the commodities space and positioning there are likewise a headwind for the reflationary narrative at this time. We also take a look at how to hedge for a possibly correction across markets.. Today's call with Peter Garnry on equities, Ole Hansen on commodities, and John J. Hardy hosting and on FX.