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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 Apr 06, 2023
Thursday Apr 06, 2023
Slide deck: https://bit.ly/3Ub9x81 -
In this special edition of the podcast, Saxo's John J. Hardy and Peter Garnry discuss the Generative AI phenomenon, both defining what it is and offering a few thoughts on its enormous potential impacts as Generative AI applications mature. The discussion also turns to the opportunities and especially the difficulties in finding publicly traded companies that are directly involved with Generative AI as virtually all of the pure-play activity in the space is still in the start-up phase. Plenty of food for thought on this technology, which is likely set to be the third great computing revolution after PC's were introduced in the late 70's and early 80's, then the internet arrived in the late 1990's and early 2000's.
Note: Sequoia Capital piece referenced extensively in the podcast.