Peter Garnry

Join Peter Garnry, CEO of Gesda Capital and former head of equity strategy at Saxo Bank, as he shares insights on Nvidia's recent earnings and its growth outlook amidst market volatility. He discusses the challenges posed by competition and capital expenditure in AI. The conversation also touches on investment opportunities in Crowdstrike and Snowflake, alongside a deep dive into geopolitical trade tensions and their effects on the market. Peter reflects on Warren Buffett's timeless investment strategies and the evolving landscape for active management.