Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
Summary: Nvidia's earnings report is the most important event for market sentiment in this week. Expectations are sky high, but past performance has also been remarkable. But the further you go up, the further you risk falling.
In today's equity focused episode, Peter Garnry is the expert and he discusses the expectations of Nvidia's earnings and take the temperature of the boom in AI stocks and their expected growth over the past few years.
Listen to the episode now or follow Saxo Market Call on your favorite podcast app: