John Hardy
Saxo Global Head of Macro Strategy and host of the Saxo Market Call, who guides discussions on macroeconomics, markets, and geopolitics with a focus on practical market signals and trading implications.
Best podcasts with John Hardy
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Feb 7, 2025 • 25min
The US dollar bear case
John J. Hardy, a seasoned Macro Strategist, explores the bearish outlook for the US dollar, emphasizing the urgent need for the US government to streamline its fiscal policies. He highlights the challenges facing major tech firms, particularly Amazon's heavy cloud investments, amid capacity constraints reminiscent of past tech bubbles. Hardy also discusses the implications of current economic trends on corporate earnings and the potential recession risks, all while addressing the competitive landscape of AI investments.
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.
