John Hardy
Global Head of Macro Strategy at Saxo Bank and chief macro strategist; provides macroeconomic analysis and authored Saxo's annual list of 'outrageous predictions' discussed in the episode.
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18 snips
Jan 5, 2026 • 41min
From Q-Day to Mars: The Market Shocks That Could Define the Year Ahead
John Hardy, Global Head of Macro Strategy at Saxo Bank, dives into futuristic yet plausible market shocks. He discusses the potential threats of a quantum computing breakthrough on encryption, leading to crypto chaos and bank runs. The duo explores the burgeoning space economy, including a possible SpaceX IPO and the idea of lunar real estate, and the societal shifts driven by GLP-1 drugs. Throw in some clever banter about AI risks and a golden yuan challenging dollar dominance, and you've got an intriguing look at the year ahead.
Dec 6, 2024 • 34min
Saxo’s 'Outrageous' Forecast Sees Trump Blowing Up the Dollar
John Hardy, Chief Macro Strategist at Saxo Bank, shares his insights on outrageous economic forecasts. He predicts a surprising revival of Trump potentially destabilizing the US dollar and discusses Nvidia's ascent in the tech world. Hardy examines the dynamic shifts in energy markets due to the rise of electric vehicles, and delves into China’s economic hurdles, including its digital currency future. Their forecasts challenge conventional thinking, provoking thought on how these events could reshape global financial landscapes.
