Podcast Episodes
Back to SearchWhat to expect from the earnings season
Episode 1140
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will kick off soon. Peter shares his expectations…
Published on 1 year, 2 months ago
What a French election upset means for the Euro
Episode 1139
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They will discuss the surprising outcome of the French election and what it means to the EUR. Charu wi…
Published on 1 year, 2 months ago
Special: Quarterly Outlook - Sandcastle Economics
Episode 1138
In today's special episode, we talk about the recently published Q3 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnr…
Published on 1 year, 2 months ago
Tesla surges and Nike comes back in quiet week
Episode 1137
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. In an otherwise quiet week, focused on politics, Tesla stages a surprising increase in price while Nike makes …
Published on 1 year, 2 months ago
Politics are taking over macro
Episode 1136
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. And not just macro, but also politics as this is the prime focus area for markets. Not only did we hav…
Published on 1 year, 2 months ago
What just happened to Nvidia?
Episode 1134
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. Among other things, they discuss what's happening to Nvidia and Airbus, how overall performance has been and t…
Published on 1 year, 2 months ago
Is it time to diversify your portfolio?
Episode 1133
In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They discuss the current equity rally and Charu gives her thoughts on what may derail it and ponder ov…
Published on 1 year, 2 months ago
Has Apple and OpenAI made a groundbreaking deal?
Episode 1132
In today's episode, Peter Garnry is back in the studio with Søren Otto talking equity and macro. In this episode they talk about the past week's macro events such as US CPI figures and FOMC meeting, …
Published on 1 year, 2 months ago
Will EU right-wing move impact equities?
Episode 1131
In today's episode, Peter Garnry is back in the studio with Søren Otto. In this episode they talk about whether the European Parliament election is likely to cause a stir in equity markets. They also…
Published on 1 year, 3 months ago