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Artwork for Saxo Market Call

Saxo Market Call

SaxoStrats
Nvidia
Gold
S&P 500
Tesla
Silver
China
Bitcoin
Japanese Yen
Federal Reserve
Oracle
Iran
Nasdaq 100
Palantir
Apple
Oil
Microsoft
Japan
FOMC
Meta
Amazon

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.

PublishesDailyEpisodes133Founded7 years ago
Number of ListenersCategories
InvestingBusiness NewsBusinessNews

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Artwork for Saxo Market Call

Latest Episodes

Today we look at fresh blow-out enthusiasm for a major tech name reporting strong earnings that blasted its stock into the stratosphere after hours yesterday. We also note the bevy of interesting tech names reporting next week, run through some macro... more

Today, we note the very different outcomes for the two admittedly very different software names Salesforce and Snowflake as both reported earnings after the close yesterday. Elsewhere, insane volatility for Marvell in yesterday's session ahead of its... more

Today's John J. Hardy substack (and yes, embarrassing bath math from your host in today's podcast)

Today, we try to keep observations balanced as we observe the latest race higher in memory chip makers after a big bank posted a jaw-dropping price ta... more

Today, a look at quantum computing stocks getting a big bump on public investments in the space in the US. Elsewhere, it remains all about AI stocks pumping higher, while one notable software-as-a-service (Saas) name was the S&P 500 index's worst per... more

Key Facts

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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Brent Johnson
Guest offering macro and energy market commentary
Strategist/Reader (as referenced in conversation)
Episode: Markets continue to price that Iran War ended yesterday
Ruben Dalfovo
Guest analyst providing insights on AI disruption in software stocks.
Saxo Bank
Episode: SaaS stocks: high, moderate and low risk of AI disruption. Also: Nvidia up Wed.
Peter Garner
Former esteemed colleague and AI expert
Jez DeCapito
Episode: AI disruption grenades continue to go off. JPY rattles its cage.
Peter Garnry
Head of Gesda Capital, previously a colleague at Saxo Capital.
Gesda Capital
Episode: Special guest Peter Garnry of Gesda Capital
Jacob Falkencrone
Global Head of Investment Strategy
Saxo Bank
Episode: Does the market think Trump is bluffing?
Tero Vekrot
Participant in the Outrageous Prediction competition
Episode: Coffee hits record highs. Plus: an Outrageous Prediction from an esteemed listener.
Blu Putnam
Former chief economist and managing director at CME Group
CME Group
Episode: Has the market positioned towards a Trump presidency?
Philip Jagd
Head of Equities at Sampension
Sampension
Episode: Tech and AI: struggles, opportunities, and expert insights with Philip Jagd
Althea Spinozzi
Bond expert discussing monetary policy and investment strategies.
Saxo Bank
Episode: Special: Quarterly Outlook - Sandcastle Economics

Host

John J. Hardy
Host of Saxo Market Call; participates in market-wide macro and financial analysis.

Reviews

4.8 out of 5 stars from 977 ratings
  • Kudos

    Great title of the latest episode - the level of complacency in the market is both surprising and concerning. Spoke to several guys from commodities desks here in the UAE in the past several days, everyone is scratching their head as to why on Earth oil is not 140-150$ yet. If anything makes sense less than this is VIX at 25 at the time of the writing!

    Apple Podcasts
    5
    Dvp1977?
    United Arab Emirates3 months ago
  • Very good—- but

    Excellent way to get the morning started — host is very well read and thoughtful—but…. His political bias is obvious — a bit cringe as he tries to come off as “ just calling balls and strikes “… but there is a seething there

    Apple Podcasts
    5
    sp312_IOMT
    United States3 months ago
  • Attempt to be unbiased

    The show provides a decent daily summary of the news and rumours circulating on Fintwit. But the host has Trump Derangement Syndrome - he struggles to speak for more than a few minutes without injecting conspiracy theories, and straw-man arguments from Blue sky.

    Apple Podcasts
    1
    JMJC85
    Canada3 months ago
  • Great overview

    This pod is a great all round overview/catch up for an amateur such as myself. Good to have John back in the driving seat and the rest of the Saxo team have great knowledge.

    John – on a separate note, I prefer your original music to the two new ones You played today

    Apple Podcasts
    5
    R1Oldy
    United Kingdom4 months ago
  • Great Podcast

    I catch up on the previous days show during my morning commute. Great overview and the commodity updates by Ole are second to none. John also provides recommendations for other good reads and listens which is useful. Having Peter Garnry back as a guest recently was a nice touch.

    Apple Podcasts
    5
    Dan_Evnstrend
    United Kingdom4 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critiques note perceived political bias and biased framing by the host.
The show is seen as a solid daily read with useful links and substack reads.
Listeners praise concise, informative market rundowns and credible guests.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.
Q: How does the Xi-Trump summit and potential access to semiconductor equipment influence market expectations for tech equities?
The conversation suggests a possible easing of supply constraints for semiconductors if a deal improves access to equipment and chips, which could support tech equities and reduce some upside pressures, though investors remain wary of broader geopolitical risk and the need for ongoing policy clarity.
Dip bought as Jensen Huang joins Trump in China. Also: oil, gold and wheat.
Q: What are you looking for next in the oil market given current tensions and supply dynamics?
Ole Hansen notes that despite elevated crude, US exports and production have risen while imports into China have slowed, mitigating deficits for now; however, any continued disruption could test inventories and push prices higher, with attention on SPR releases and potential demand destruction from pricing.
Global markets are still only pricing for modest disruptions from Iran war.
Q: Given the two‑week timeframe, what is the most likely path for oil prices over the next week or two?
The baseline is a relatively mild deterioration or slight stabilization near current levels, with sharper moves possible if disruption extends beyond two weeks or if key chokepoints like Hormuz see renewed stress; scenarios range from a quick unwind to a longer, more structural shift in energy pricing.
A massive signal on the yen and metals mayhem intensifying
Q: How has the weather impacted natural gas prices?
Supply struggles due to weather disruptions have led to a significant rise in natural gas prices, doubling over the weekend.
A massive signal on the yen and metals mayhem intensifying
Q: What do recent movements in the yen signal for the market?
Recent strength in the yen may indicate a reversal of its weakness, potentially stabilized by US involvement in its currency management.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Saxo Market Call

What is Saxo Market Call about and what kind of topics does it cover?

A fast-moving, cross-asset market briefing delivered on trading days, with close attention to yields, energy, geopolitics, and AI-driven tech dynamics. The discussion threads together macro themes (Fed policy, inflation, and rate expectations) with real-time moves in equities, commodities, and currencies, often spotlighting oil disruptions, geopolitical risk in the Strait of Hormuz, and big tech/AI earnings. Notable strengths include a practical, no-ad approach, deep domain knowledge from Saxo Bank analysts, and timely guests who bring commodity and macro perspectives. This show is likely to appeal to professional traders and investment decision-makers who want concise, data-driven context to start their day or week.

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How many listeners does Saxo Market Call get?

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How many subscribers and views does Saxo Market Call have?

To see how many followers or subscribers Saxo Market Call has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Saxo Market Call?

These podcasts share a similar audience with Saxo Market Call:

1. Macro Voices
2. Macro Mondays
3. The Macro Trading Floor
4. The Market Huddle
5. Monetary Matters with Jack Farley

How many episodes of Saxo Market Call are there?

Saxo Market Call launched 7 years ago and published 133 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Saxo Market Call?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Saxo Market Call?

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What guests have appeared on Saxo Market Call?

Recent guests on Saxo Market Call include:

1. Brent Johnson
2. Ruben Dalfovo
3. Peter Garner
4. Peter Garnry
5. Jacob Falkencrone
6. Tero Vekrot
7. Blu Putnam
8. Philip Jagd

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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