Saxo Market Call Surf is up for the bulls for now, can US CPI spoil the fun?
9 snips
Aug 11, 2025 The podcast dives into the recent bullish trend in equity markets, with Bitcoin nearing all-time highs. A spotlight shines on Apple's resurgence above its 200-day moving average and its bold moves into AI, exploring both risks and opportunities. Lithium stocks heat up after a major mine in China faces a three-month shutdown. Plus, there's a looming concern about how the upcoming US CPI release might impact market momentum. It's a thrilling mix of speculation and innovation, wrapped in a backdrop of global tensions.
AI Snips
Chapters
Transcript
Episode notes
Speculative Stocks Keep Defying Bad News
- John Hardy notes Tesla, Palantir and others keep rallying despite negative headlines.
- He warns this reflects a retail-led speculative wave, not broad-market confirmation.
Bitcoin Pushes Near All-Time Highs
- John Hardy highlights Bitcoin and Ethereum rallying to new highs after crypto-policy signals.
- He points to retail demand and speculation as the primary drivers of the move.
Apple's AI Bet Could Reshape Interaction
- John Hardy says Apple exploded through its 200-day moving average as AI plans hit headlines.
- He frames Apple's Siri/AI assistant push as a massive platform gambit that could reshape interaction.