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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.
Episodes
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
Slide deck: https://bit.ly/3aAVSm2 -
In this Special Edition of the Saxo Market Call podcast, Head of Equity and Quant Strategy Peter Garnry takes us through a compelling look at the valuation of the equity market and different perspectives on the momentum versus value question, how incredibly sensitive many stocks are to any shift in interest rates and what happens if yields rise, if inflation rises and perhaps most interestingly, what happens if yields want to rise more but the Fed will not let them rise further and imposes yield caps. John J. Hardy hosts.