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Innhold levert av SaxoStrats. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SaxoStrats eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Tech and AI: struggles, opportunities, and expert insights with Philip Jagd

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Manage episode 440400858 series 2530082
Innhold levert av SaxoStrats. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SaxoStrats eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges tech and AI companies face in living up to their high valuations, and explore future opportunities amidst the turbulence. Hosted by Søren Otto, with our Chief Investment Strategist, Peter Garnry, joining for his market analysis.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

Click here to open an account with Saxo.

  continue reading

791 episoder

Artwork
iconDel
 
Manage episode 440400858 series 2530082
Innhold levert av SaxoStrats. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av SaxoStrats eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges tech and AI companies face in living up to their high valuations, and explore future opportunities amidst the turbulence. Hosted by Søren Otto, with our Chief Investment Strategist, Peter Garnry, joining for his market analysis.

Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here.

Click here to open an account with Saxo.

  continue reading

791 episoder

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