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Special guest Peter Garnry of Gesda Capital: All things AI, Novo Nordisk and more.

Podcast 45 minutes to read
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Saxo Market Call

Summary:  Today's episode features a very special guest, Peter Garnry, CEO and co-founder of Gesda Capital, as we discuss everything from Novo Nordisk's performance in the wake of its Wegovy pill release to nearly everything AI-adjacent, from the market's rough treatment of software-as-a-service names of late to the outlook for Mag7 stocks and hyperscalers on their massive AI capital spending arms race. We also look at the risks of passive investing, discuss the SpaceX IPO and much more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy.

Listen to the full episode now or follow the Saxo Market Call on your favorite podcast app.

Links

Peter is CEO and co-Founder of Gesda Capital.
The episode of the Acquired podcast on Google: The AI Company that we discussed on today's episode.

Questions and comments, please!

We invite you to send any questions and comments you might have for the podcast team. Whether feedback on the show's content, questions about specific topics, or requests for more focus on a given market area in an upcoming podcast, please get in touch at marketcall@saxobank.com.

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