AI disruption trade finally hit a speed bump. Nvidia and other key names reporting.
25 Feb 2026
16m
SaxoStrats ยท Investment
Saxo Market Call
For the aspirational trader and financial markets professional. Coming at you most trading days, the Saxo Market Call is the high frequency podcast for real-time analysis of the financial markets across asset classes, from forex and rates to equities and commodities.
Episodes
The AI apocalypse trade - when does it stop?
24 Feb 2026
26m
SaaS stocks: high, moderate and low risk of AI disruption. Also: Nvidia up Wed.
23 Feb 2026
31m
Recently boring Nvidia reports next week. Did we just see German green shoots?
20 Feb 2026
28m
It's all pivotal, whether US market sentiment, USD, JPY or geopolitics
19 Feb 2026
20m
AI overlay trades: is mean reversion the new pain trade?
18 Feb 2026
19m
Can both USD and JPY launch a comeback? Also: another 200B capex story...
17 Feb 2026
24m
AI overlay mayhem: where is this taking us?
16 Feb 2026
21m
Is what comes next what hurts everyone the most?
13 Feb 2026
22m
AI disruption grenades continue to go off. JPY rattles its cage.
12 Feb 2026
20m
US payrolls revision in focus. Gold and silver: the calmer the better?
11 Feb 2026
23m
Special guest Peter Garnry of Gesda Capital
10 Feb 2026
45m
Amazon blasted on spending bonfire, Crypto FODLed.
06 Feb 2026
25m
AI wipeout amidst broad market strength: what is the takeaway?
05 Feb 2026
22m
An AI disruption bomb just went off for a widening swath of companies
04 Feb 2026
17m
"Cosmic reward" for Palantir shareholders, apparently. USD pivotal here.
03 Feb 2026
20m
Silver crash - what's next? US equity market fragility?
02 Feb 2026
27m
Why Trump went with the "hawkish" Fed Chair option. Oh, and earnings!
30 Jan 2026
31m
New wave of an AI-led bullish nirvana or a bull trap?
29 Jan 2026
28m
Trump blasts an already weak USD with offhand comments
28 Jan 2026
24m
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