We are much of the way through earnings season, although some of the bubbliest of the big bubbly names are reporting earnings this week, including speculative favorite Palantir today, while Applovin reports tomorrow and Robinhood, the top performer of the S&P 500 this year, reports on Wednesday. Also today, we look at the state of play in commodities markets with Saxo Head of Commodity Strategy Ole Hansen, including soybeans, gold and crude oil, run through some more compelling developments in FX and much more. Hosting the pod is Saxo Global Head of Macro Strategy John J. Hardy.

Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).

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Bubbliest of the bubbly companies on deck with earnings. FX heating up?

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