Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 32 chart positions in 32 markets.
By chart position
- 🇬🇧GB · Investing#1145K to 30K
- 🇦🇺AU · Investing#1435K to 30K
- 🇨🇦CA · Investing#1505K to 30K
- 🇸🇪SE · Investing#6010K to 30K
- 🇮🇳IN · Investing#7610K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
47K to 170K🎙 Daily cadence·100 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
157K to 567K🇩🇰18%🇬🇧5%🇦🇺5%+29 more - Active Followers
Loyal subscribers who consistently listen
63K to 227K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 25 epsHost
Recent guests
Recent episodes
The US dollar is having its cake and eating it too...for now.
Jun 24, 2026
33m 55s
Chips suddenly on tilt into Micron earnings Wednesday
Jun 23, 2026
24m 45s
Likely Super El Niño building: a non-alarmist take on the risks
Jun 22, 2026
30m 33s
Accenture needing dentures after market knocks its teeth out
Jun 19, 2026
23m 41s
Fed Chair Warsh impact washes over markets
Jun 18, 2026
23m 41s
Social Links & Contact
Official channels & resources
Official Website
Login
RSS Feed
Login
| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | The US dollar is having its cake and eating it too...for now. | Today, we look at the drivers of the stronger US dollar as it pulls to new highs for the year and what may be holding back USDJPY from participating in the greenback rally as those forty-year highs from 2024 approach. Elsewhere, yesterday's US equity market session was so far mostly only a one-off meltdown in high momentum stocks, with the median stock positive on the day. Massive interest and potential implications in how the market reacts to Micron earnings after the US equity market close today. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Link WSJ looks at China's attempt to "lure the world to the yuan" - and it's not just Iran and Russia that is taking the bait. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 33m 55s | ||||||
| 6/23/26 | Chips suddenly on tilt into Micron earnings Wednesday | Today's John J. Hardy Substack post - you won't want to miss today's links! Today, a huge vibe shift overnight as Korean memory stocks come unglued Tuesday, sending US equity market futures into a tailspin. Is this just a bit of retrenchment ahead of Micron's earnings Wednesday after the close or is the market at risk of a bigger air-pocket? Elsewhere, the US dollar is breaking higher, but with USDJPY not participating at the moment on fears of intervention after Bessent-Katayama call. Also, some follow up thoughts on climate after yesterday's super El Niño / AMOC collapse discussion and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours 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 marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 24m 45s | ||||||
| 6/22/26 | Likely Super El Niño building: a non-alarmist take on the risks | Today, a sober and thorough look at the risks for key commodities and equities on the powerful El Niño climate phenomenon building in the Pacific, one that could prove the most intense humanity has experienced in many decades. Saxo Head of Commodity Strategy takes you through the potential commodity impacts and reminds us that some areas can see positive outcomes even if key food commodities and even mining output could suffer significant disruptions. Saxo Equity Strategist Ruben Dalfovo looks at the impacts for key equity supply chains, insurance and energy. This, a round-up of what to look for in the week ahead as the US dollar is in breakout mode and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Ole's recent thorough survey of the key commodities markets that could see an impact from El Niño Ruben's recent piece look at El Niño risks from an equity sector angle, particularly the impact on supply chains. As mentioned on today's pod that while the equatorial Pacific is heating up, there is a "cold blob" in the North Atlantic, possibly suggesting something is going wrong with the important AMOC, the critical Atlantic Ocean current system that keeps Europe warm, among other impacts. Craig Tindale made a few comments on the cold blob on X and also links to his longer form post on how we are modeling climate change poorly, not properly appreciating feedback loops that could accelerate our climate impacts. Here is a good, "popular science" look at the AMOC and the feedback loop risks if the Greenland ice melt threatens to shut it down. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 30m 33s | ||||||
| 6/19/26 | Accenture needing dentures after market knocks its teeth out | Today, we highlight another high energy day for the equity market, with semiconductor stocks screaming back higher and the US dollar continuing its move higher post-FOMC, even as we question whether the market is anticipating the future path of Fed policy appropriately. A focus on the worst performer in the S&P 500 today: Accenture, which was pummelled 18% to an almost nine-year low on fears of additional AI disruption even as the company scrambles for a new business model to have an answer for the age of AI. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links John's latest The FX Trader update Accenture knocked post earnings as it is scrambling to redefine itself - good coverage from FT. Izabella Kaminska with more of her usual second order thinking on how to position the USD 300 billion package in the Iran deal. Odd Lots podcast interviews the venerable Jeremy Grantham, who has seen a think or two in his 87-plus years. WSJ profiles the success of the Lynas CEO in building its rare earths capacity. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 23m 41s | ||||||
| 6/18/26 | Fed Chair Warsh impact washes over markets | Today, we note the huge change in vibe and substance as new Fed Chair Kevin Warsh took charge at the Fed at his first meeting. He is a great communicator and put his stamp on how this Fed will be a very different one with far fewer hints on its intentions - i.e. no forward guidance to the degree possible. The initial market read was clearly hawkish, but while short rates jumped as a possible FOMC rate hike was pulled forward, the longest treasury yields fell. We look at the reaction function across markets, including in currencies and more as the market will have to find its sea legs with this new Fed. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Link As discussed on today's pod, interesting to note the GM-Lockheed Martin partnership announcement. It wasn't specified what GM might produce, but the Iran war made clear that the US needs a new approach to mass producing military tech. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 23m 41s | ||||||
| 6/17/26 | Choppy chips even as crude mega-dips. Warsh on tap. | Today, some last thoughts on the FOMC ahead of the meeting as the market is treating it with little anticipation even if this is likely to prove the most significant ideological change at the Fed since Greenspan left in 2006. Also - evidence from a choppy session for chips that the market nervousness may be rising for the hero sectors powering the recent market advance, especially given the max supportive move lower in crude oil yesterday, showing that lower oil prices have lost their impact as macro driver. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Yesterday's John J. Hardy substack with more links, if you missed these. Craig Tindale's latest on "Who owns the chemistry that turns metal into power." Laying out why those critical materials are so critical and the systematic changes required to address the issue if China isn't to maintain its dominance and leverage. Peter Garnry on SpaceX and how truly rare it is to see the kind of growth that some are anticipating for this company - with only two prior examples that are even in the same universe for a company of size. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 17m 40s | ||||||
| 6/16/26 | The tails wagging the market and SpaceX dogs | Today's John J. Hardy Substack post for this podcast Today we look at a fresh stunning advance in US equities as we reapproach the all time highs for the main US indices, with a wild advance in SpaceX shares perhaps one key bit of the sentiment "tail" wagging the overall market dog as we also discuss why SpaceX shares may have risen so aggressively, even after hours yesterday. Elsewhere, a breakdown of the RBA and BoJ meetings and their impact, what we're watching for from the Fed, observations on the quality and sustainability of the US-Iran "deal" and more. Today' pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links discussed on today's podcast and our Chart of the Day can be found on the John J. Hardy substack (within two to four hours 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 marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 21m 44s | ||||||
| 6/15/26 | FOMO in equities, ho-hum in macro even as new Fed era begins this week. | Today, a look at risk sentiment in full swing after a successful SpaceX IPO on Friday and a stronger sense that the Iran war ceasefire may last long enough for shipping lanes to fully open in the Hormuz Strait, at least for a time. But while speculative energy remains high in equities, the broader macro picture is subdued, with little FX and rates volatility even as the new Kevin Warsh Fed marks the biggest shift at the Fed in a generation. This and much more, including the BoJ up tonight, on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy Links John's The FX Trader piece from today, discussing the technical situation in EURUSD and previewing the seven G-10 central bank meetings this week. A 20-minute CNBC interview with SpaceX President and COO Gwynne Shotwell, where she talks a good game and even delivers the outlook for orbiting data centers with a straight face. FT discusses the many forced buyers of SpaceX as the company has been fast tracked to join many major stock indices, the members of which enjoy passive inflows. The Wall Street Journal with the basic, but important discussion of how Kevin Warsh is set to alter the Fed's communication strategy (an important first step, but as emphasized on the podcast - there are much bigger questions afoot down the line.) About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 18m 31s | ||||||
| 6/12/26 | Rounding up the usual suspects as a new era at the Fed dawns next week.✨ | Federal Reservemarket analysis+4 | — | AdobeSaxo+1 | — | Federal Reservecrude oil+6 | — | 28m 00s | |
| 6/11/26 | The either-or moment for US stocks and gold✨ | US stocksgold+4 | — | OracleFTAlphaville+2 | USHormuz Strait+1 | US stocksgold price+6 | — | 22m 48s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 6/10/26 | Market volatility expansion flashes red. Gold key support in view.✨ | market volatilitychip stocks+4 | — | AISaxo+1 | — | market volatilitychip stocks+5 | — | 23m 02s | |
| 6/9/26 | Many moving parts ahead of next week's seminal event✨ | market analysischip stocks+4 | — | iPhoneSaxo Bank A/S+1 | China | market bounce-backchip stocks+4 | — | 17m 55s | |
| 6/8/26 | Correction not yet a calamity.✨ | market sell-offhigh momentum stocks+5 | — | Saxo Bank A/SSaxo Market Call+2 | — | market correctioninvesting+5 | — | 22m 17s | |
| 5/29/26 | The real reason Musk wants to go to Mars?✨ | Elon MuskSpaceX IPO+5 | — | SpaceXSalesforce+3 | — | MuskMars+6 | — | 19m 30s | |
| 5/28/26 | Snowflake rips, Gold at critical levels.✨ | earnings reportsmarket volatility+4 | — | AITMT+8 | UkraineRussia | SnowflakeSalesforce+8 | — | 23m 17s | |
| 5/27/26 | Memory mania or just catching up with fundamentals?✨ | memory chip marketMicron price target+5 | — | MicronFerrari+2 | — | memory chipsMicron+6 | — | 32m 44s | |
| 5/22/26 | Solace for quantum investors as long weekend awaits✨ | quantum computingAI stocks+4 | — | SaxoBlonde Money+2 | — | quantum computingAI stocks+5 | — | 21m 09s | |
| 5/21/26 | Nvidia earnings a damp squib as something else is blotting out the sun.✨ | Nvidia earningsIPO+4 | — | NvidiaSaxo+1 | Iran | NvidiaIPO+5 | — | 19m 09s | |
| 5/20/26 | Pivotal days for tech and AI stocks, FX and rates | Today, markets are looking pivotal across the board ahead of the single biggest earnings report of the quarter as Nvidia reports after the market close today. Is the AI chip focus shifting a bit more toward inference and away from GPU's? Meanwhile, in the background, US and global yields have pressurized focus on broader equity market valuations and even FX is trying to come a bit more alive here on the rates focus. And that's all without considering the ongoing headline risk from the Hormuz Strait and Iran war. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links A radically new commercial and military airplane concept, the JetZero Z4 is getting serious funding for actual production and is set to break ground on a production facility next month. AI radio stations, DJ and all - listen at your own risk, listeners, or rather, biological processors. A very funny and fascinating experiment pitting four of the top LLM's against one another. WSJ covers the declining popularity of AI in the US- a slight clash with the scale of growth currently priced, no? WSJ with another piece, this once on US juries and rising lack of trust in the US justice system as well as the points of view of others on the jury. The implications of the "post-truth" society we live in - how can institutions every find renewed trust? Molten lead nuclear reactors coming to Sweden? It's not as crazy as it sounds. There is even an Oklo angle with this Swedish company Blykalla. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 27m 26s | ||||||
| 5/19/26 | Which vehicle does the Musk cult choose post SpaceX IPO? | Today, a look at markets that are - and should remain - a bit nervous given the big push higher in global yields of late. Up ahead, we have some huge tests for this market, including Nvidia's earnings report Wednesday, a critical Starship launch pre-SpaceX IPO. And once SpaceX does IPO, how will that impact Tesla shares as the Musk faithful will suddenly have two vehicles to choose from. Also, the USD surge, sterling comeback, other earnings ahead and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links Bloomberg covers Meta's insane USD 200 billion data center A writer on Medium.com (paywall) questions whether SpaceX's Starship is a white elephant after Reuters reported the company has already sunk USD 15 billion into the project. And once SpaceX IPO's, what will it mean for Tesla share holders as the Musk faithful suddenly have two vehicles into which to sink their life savings? Saxo's own Charu Chanana covers the latest Berkshire 13F filings tracking their Q1 additions and reductions from their portfolio. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 22m 36s | ||||||
| 5/19/26 | Global bond yields are the captain now. | Today, a look at global bond yields setting the agenda across markets, the "nothingburger" Xi-Trump summit failing to make waves, the king of earnings reports coming in this week in the form of Nvidia's call after the close on Wednesday, a look at key macro and FX developments and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy Links Bloomberg article says power prices are spiraling higher in the US' largest electric grid due to data center demand FTAlphaville says that China is not Japan, but "its real estate market has been doing a darn good impression." Mike Green was on Macrovoices, talking passive investing, lack of inflation risks and potential for Fed cuts surprisingly soon. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 18m 59s | ||||||
| 5/13/26 | Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat. | Today, a rundown of the market largely springing quickly back from a vicious semi-conductor sell-off ahead of critical potential incoming news as Jensen Huang is set to join Trump in Beijing as we await the outcome of the Trump-Xi summit. Is a deal afoot on semis and more? Also, Saxo Head of Commodity Strategy Ole Hansen on the outlook for oil, interesting signs of precious metals resilience given the backdrop, what is driving the big pop in wheat prices and more. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links George (not Thomas) Friedmann talks geopolitical situation, particularly Russia, US-China summit. Bloomberg exclusive on China's massive hidden debt piles. A brief and brutal assessment of why the UK can't get its economy back to the way it used to be, because things simply aren't the way they used to be. A hedge fund manager on why he steers clear of tech stocks. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 28m 30s | ||||||
| 5/12/26 | Korean politician pops the chip vibe. Sterling under pressure. | Today - a Korean politician sparked enormous volatility in the key chip names there on suggesting the idea of a "citizens' dividend" to be extracted from the companies' enormous profits. It's an important test of the chip space after the recent parabolic run-up in key names. Also, the lack of progress in the US and Iran re-opening the Hormuz Strait has the US dollar pushing higher on higher oil prices ahead of the US April CPI release. Elsewhere, sterling is under mounting pressure from political uncertainty as Gilts also suffer. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 11m 50s | ||||||
| 5/11/26 | Trump-Xi summit an historical moment. Also, an exquisitely timed IPO on deck. | Today, a look at the massive further ramping in the hottest AI-adjacent hardware names on Friday, although it was a former SaaS victim that rallied hardest in an ironic twist. Elsewhere, we note one of the more exquisitely timed AI-related IPOs set for this Thursday, while we await the historical moment of this week's Trump-Xi summit and the titanic stakes. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Today's links: Been reading Chokepoints as I have previously noted - a critical book for understanding the leverage that economic (and financial) chokepoints provide, and an important work in light of the heavily intertwined US and Chinese economies. An excellent Deutsche research piece on the "return of history" as gold is set to become a potentially dominant presence in global central bank reserves. And as noted, the Back Mechanic, a book kindly recommended to me by a podcast listener on getting your back in shape and avoiding the kind of trauma I am currently suffering with a herniated disk. About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMERThis content is marketing material.Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options. | 19m 25s | ||||||
| 5/8/26 | Some relief in software. Eyes on Trump-Xi next week.✨ | US market performancesoftware earnings+4 | — | DataDogGoldman Sachs+1 | Greenland | US marketsoftware+6 | — | 21m 19s | |
Showing 25 of 100
Sponsor Intelligence
Sign in to see which brands sponsor this podcast, their ad offers, and promo codes.
Chart Positions
39 placements across 32 markets.
Chart Positions
39 placements across 32 markets.