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With special guest Peter Garnry of Gesda Capital
Summary: Today, a conversation with special guest Peter Garnry, co-founder of Gesda Capital on choosing and valuing stocks for the long run, observations on the current state of play in AI as expressed in equity markets, the Meta and other news this week and its implications, whether AI can truly scale as hoped and so much more, even what Peter is reading these days. I'm sure listeners will enjoy this conversation. Today's pod, which 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
- IBM IBM CEO interview we referenced on the podcast on the future of the AI rollout. There is also this newer one - probably a lot of overlap.
- The Gesda capital website
- John's latest FX Trader piece, including the impact of the US jobs data.
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