Quarterly Outlook
Q4 Outlook for Investors: Diversify like it’s 2025 – don’t fall for déjà vu
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today, a roundup of the key earnings reported after the close yesterday - especially Tesla, which dumped more than 5% on dire results as well as on CEO Elon Musk's guidance for the next few quarters. This inspired a little deep dive into the autonomous driving space, as we discuss Alphabet's Waymo and a surprising possible competitor in the coming years that isn't Tesla. Also, we look at Alphabet's positive report, the latest in FX and a look ahead at today's key earnings reports and more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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