logo
episode-header-image
Dec 2024
33m 44s

A wild ride in 2025 awaits

SAXOSTRATS
About this episode

As 2024 draws to a close, the topic of the final podcast of the year is the biggest headlines of this year and what is to come in 2025. Experts are Chief Macro Strategist John J. Hardy and Head of Commodity Strategy Ole S. Hansen.

We will be back in January and wish you all a joyful festive season and a happy New Year.

Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here.

Click here to open an account with Saxo.

Up next
Aug 22
Is Nvidia dead to China?
Slide deck for today's podcast: https://bit.ly/47eartf - Be sure to check out the many links, including those discussed on today's podcast, together with the chart of the day, over at the johnjhardy substack. (available within two hours of this episode upload) Today we focus on p ... Show More
25m 40s
Aug 21
Dip buyers celebrate, but market fragility now laid bare
Today, we note that dip-buyers won the day yesterday after a further acceleration of the sell-off, but that the entire volatile experience has further revealed the fragility of this market. We also note reactions to incoming earnings, the pressure on long bonds easing with the im ... Show More
19m 39s
Aug 20
Is Palantir's goose finally cooked?
Yesterday saw Palantir shares leading the decliners on Wall Street as tech and crypto stocks were hammered yesterday even as the average stock didn't perform terribly on the day. With a drawdown of more than 15% after a noted short seller threw shade on the stock's valuation, has ... Show More
21m 58s
Recommended Episodes
Nov 2024
Investor Guide: Opening Bid round-up of Invest 2024
Amid a changing political landscape in the US and uncertainty across the world, many investors are looking for guidance for the rest of the year and beyond. Yahoo Finance’s marquee event, Invest 2024, brings together executives from some of the world’s largest corporations, thoug ... Show More
25m 40s
Jun 2023
The Holy Grail of Macro Investing | Eric Crittenden
On todays episode of Forward Guidance Eric Crittenden Chief Investment Officer at Standpoint Asset Management joins the show for a deep dive into the world of systematic macro investing. Eric walks through the current market outlook as many investors battle with recessionary conc ... Show More
1h 6m
Aug 20
Tech stocks stumble but the broader market holds up
While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 con ... Show More
17m 19s
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Aug 2024
Markets bounce back as dip buyers step in
US stocks surged yesterday, recouping some of the losses from the massive sell-off, and the rally continued overnight with all major Asia-Pacific markets trading in the green. As investor confidence grows globally, demand for safe-haven assets such as Treasuries has decreased, le ... Show More
17m 30s
Jan 2025
2025 kicks off with market optimism vs geopolitical jitters
US equities began 2025 with a brief sell-off followed by a rebound, while Chinese shares are having their worst start to a year since 2016. Microsoft said that it will spend USD 80 billion on data centres this year. This week, investors will be watching economic data releases, in ... Show More
11m 7s
Mar 2025
The calm before the storm for the markets?
Send us a textRisk appetite to be tested after Friday’s stock rally. US retail sales report could reignite US recession fears. Tuesday’s Trump-Putin call could seal the ceasefire. Both gold and oil markets prepare for risk-positive headlines.Risk Warning: Our services involve a s ... Show More
4m 29s
Jan 2025
Why Nasdaq's CEO sees IPO market growth ahead: FROM DAVOS
The IPO market was mixed at best in 2024 despite strong showings by Reddit (RDDT), Viking (VIK), and Rubrik (RBRK). IPOs raised about $123 billion last year compared to a peak of $594 billion in 2021, according to Dealogic data. A total of 150 companies went public last year, per ... Show More
25m 38s
Aug 2024
L'été sera tiède ?
Les places boursières occidentales ont repris leur souffle hier, en attendant une nouvelle série de données macroéconomiques américaines. La volatilité se réduit, même si la géopolitique proche-orientale a crispé le marché pétrolier. En Chine, les autorités cherchent à reprendre ... Show More
7m 42s
Jul 16
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
Another promising read on inflation this morning: Sara Eisen and Carl Quintanilla kicked off the hour discussing where things stand when it comes to prices, tariffs, and the broader market rally before diving into the tech trade with Melius’s Ben Reitzes – who argues Nvidia could ... Show More
43m 21s