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Listen "Our AI basket and what does it mean to call something a bubble?"
Episode Synopsis
Today we discuss a mixed session in the US, even with Apple and key AI stocks dragging the overall market indices higher. We also look at the latest boost to AI stocks as Nvidia decides to "vendor finance" OpenAI data centers to the tune of USD 100 billion as we discuss the performance of an AI basket of 24 stocks. We also discuss precious metals shooting the lights out while crude oil drags along with Saxo's Head of Commodities Strategy Ole Hansen and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release).
Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.
Please reach out to us at [email protected] for feedback and questions.
Click here to open an account with Saxo.
Intro and outro music by AShamaluevMusic
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