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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
Thursday Dec 29, 2022
Special Edition: A look ahead at 2023 with Steen Jakobsen
Thursday Dec 29, 2022
Thursday Dec 29, 2022
This Special Edition of the podcast features an interview with Saxo CIO Steen Jakobsen on the outlook for 2023 after a remarkably brutal year for investors in 2022 on the double whammy of bear markets in both bonds and equities. In particular, the conversation looks at the misguided optimism for next year that is ironically based on a base case of disinflation, recession and an eventual return of central bank easing, the impact of China coming back online, and where investors should focus their efforts for achieving returns in coming years. John J. Hardy hosts.
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