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A bit too much perfection in the price?
Manage episode 491108143 series 3321526
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Today's slide deck: https://bit.ly/4kcqDOm -
Today, wondering if the US market is pricing a bit too much perfection and complacency, though hard to find any specific flashing red lights. Also, a rundown of the weak USD picture, gold chart technicals, Nike earnings, a profile of two interesting companies on a crazy moonshot, this week's must reads and listens and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.
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