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Solace for quantum investors as long weekend awaits.
Podcast 21 minutes to read
Summary: Today, a look at quantum computing stocks getting a big bump on public investments in the space in the US. Elsewhere, it remains all about AI stocks pumping higher, while one notable software-as-a-service (SaaS) name was the S&P 500 index's worst performer yesterday. Interesting earnings reports are up next week on both the chip and the SaaS front. Also, some more macro and FX observations and concerns that we are none the wiser on the Iran War ahead of a long weekend for US markets. Today's pod is hosted by Saxo Global Head of Macro Strategy John J. Hardy.
Listen to the full episode now or follow the Saxo Market Call on your favourite podcast app.
Links
- Blonde Money is worth a follow, particularly recently on the UK political situation.
- Passive investing might blow up the stock market once it has become too dominant, at least according to models. The discussion is rambling, but some great nuggets in there.
- The valuation maestro Aswath Damodaran puts together the case for a SpaceX valuation of USD 1.2 trillion.
- Nasdaq bending over backwards to secure the SpaceX listing will guarantee enormous passive allocations to the company very early on, whatever its general level of financial success.
- Peter Garnry of Gesda Capital has his own assessment of SpaceX after the drop of its pre-IPO S-1 filings. Worth a read.
- And the public domain shy Albert Edwards made an appearance on the Odd Lots podcast, talking the risk of double-digit inflation and the general mayhem that he often sees right around the corner. Always worth listening to, if not for any well-timed market call.
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.This content is marketing material and should not be considered investment advice. Trading financial instruments carries risks and historic performance is not a guarantee for future performance.
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