Charu Chanana and Søren Otto discuss the importance of Fed speeches vs. economic data, Eurozone rate cut predictions, and the viability of carry trading in the summer. They also touch on central bank rate cuts, currency trading, and the Chinese Yuan, as well as insights on commodities and crypto markets including OPEC meetings and Ethereum ETF approvals.

Expert Ole Hansen and co-host Søren Otto dive into the booming commodities market in 2024, focusing on metals like copper, silver, and gold. They discuss market rallies, geopolitical influences, supply deficits, and the impact of speculative movements on pricing. The podcast also explores the performance of grain markets, factors affecting wheat prices, and opportunities in metals and mining investments.

Peter Garnry and Søren Otto discuss Nvidia's upcoming earnings, Chinese equities, tech sector news, cybersecurity challenges, JP Morgan CEO retirement, and AstraZeneca's growth goals in an insightful market analysis.