Outrageous Predictions
Dumb AI triggers trillion-dollar clean-up
Jacob Falkencrone
Global Head of Investment Strategy
Summary: Today, a rundown of the latest market action and the "last chance saloon" for bears still hanging in there for now as earning season picks up momentum from here after yesterday's downbeat reception of JPMorgan's earnings call, with Jamie Dimon downbeat on implications of US deficits for the long run. Elsewhere, a look at two companies that are under massive pressure from AI - more for narrative reasons than anything in their earnings. And we discuss the US economy's much weaker state than is widely recognized among many other topics. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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