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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
Wednesday Nov 25, 2020
EV sector getting frothy. How to get rare earth exposure.
Wednesday Nov 25, 2020
Wednesday Nov 25, 2020
Today's slide deck: https://bit.ly/3m3C3qh -
Today we look at what may be shaping up as the greatest month for equity markets in history, ponder whether the EV sector is getting overheated, take a deep dive into rare earth minerals, check in on oil prices making major new highs and much more. Today with Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on currencies.