Outrageous Predictions
Executive Summary: Outrageous Predictions 2026
Saxo Group
Saxo Group
Read Saxo's Outrageous Predictions for 2026, our latest batch of low probability, but high impact ev...
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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.
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.
The instrument(s) mentioned in this content may be issued by a partner, from which Saxo receives promotion, payment or retrocessions. While Saxo receives compensation from these partnerships, all content is conducted with the intention of providing clients with valuable options and information.
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