Podcasts about us stocks

Today, a look at markets testing the lows again yesterday, but trying to put in a rally ahead of a huge market event tomorrow that could define where this market heads next in what could prove an either-or moment. Elsewhere, interesting market reaction to Oracle's earnings report after the close, and super-critical support levels have come into play for the gold price, which faces its own either-or moment technically and thematically as the USD remains strong. Lots more on macro and FX and more in today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy. Links In "The abundance illusion" noted oil industry analyst Jeff Currie notes the risks the oil market (and the wider global economy) faces this summer as seasonal demand rises inexorably while oil has yet to begin meaningfully flowing through the strait of Hormuz again. Also, he notes China's "New Joule Order" which has its own tremendous implications as the country puts its energy system resilience on display. HT to FTAlphaville for another great link today, this one to a Kardamow substack article that discusses the same concerns Currie discusses in the above link, with some more data specifics. An FT Article looks at US attempts to piece together a "dark transit" system for oil tankers to transit the Hormuz Strait via a narrow and risk shipping lane that hugs the Omani coast. Stratechery.com has a much more positive take on Apple's AI strategy with Siri than the market's very negative assessment in recent days, in a piece it calls The iPhone's Last Stand. This year's Microsoft Build conference is seeing the company's Project Solara announcement, the company's attempt to envision a new operating system and network of new devices, among other things, aimed at addressing the transition to the agentic AI era. The Verge discusses this as well as Microsoft's broader AI strategy. About twice per week (in normal times, hopefully soon to resume), you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack. Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro music by AShamaluevMusic DISCLAIMER This content is marketing material. Trading financial instruments carries risks. Always ensure that you understand these risks before trading. This material does not contain investment advice or an encouragement to invest in a particular manner. Historic performance is not a guarantee of future results. The instrument(s) referenced in this content may be issued by a partner, from whom Saxo Bank A/S receives promotional fees, payment or retrocessions. While Saxo may receive compensation from these partnerships, all content is created with the aim of providing clients with valuable information and options.

Hopes that the end is near for the war in Iran sent stocks higher.

The markets exploded on the upside this morning under the false hope that a deal with Iran was in the works. And then something suddenly happened. A massive sell off markets plunged on no news... no headlines, nothing.  The S&P 500 erases all gains and falls over -2% from its high of the day, erasing -$1.3 trillion in 2 hours.

05 Jun 2026. The UAE has ranked second globally for net AI talent migration, ahead of Saudi Arabia, Switzerland and Singapore, according to Stanford University. Samuel Huber, CEO of Napster, joins us with the picture. Plus, Orbitworks is launching the region's first AI-powered satellite constellation this October. Dr Hamdullah Mohib on why it matters. Madhur Kakkar from Elevate Financial Services on global markets at record highs. And Amit Malhotra on how ADIB just simplified WPS salary payments.See omnystudio.com/listener for privacy information.

Oil prices drop, stocks reach another record.

Slumping AI stocks impact Wall Street.

Oil prices are higher, sending stocks lower.

U.S. stocks are falling in early trading.

U.S. stocks are rising on Wall Street.

Tech gives stocks a big boost.

Wall Street is hanging near its records.

Scott Galloway weighs in on whether long-term investors should diversify beyond US equities, makes the case for buying a boomer-owned small business over staying in corporate America, and revisits his predictions from The Four a decade later. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

US stocks inch to more records after oil prices drop

U.S. stocks are rising in early trading following the holiday weekend.

Markets reach more records.

The markets have a big bounce-back day.

U.S. stocks are moving higher in early trading.

The markets' recent upward momentum fades.

U.S. stocks are falling from their record highs.

U.S. stocks are holding steady.

Oil prices are higher, stocks finished higher.

May 8, 2026 – Veteran market strategist Jeffrey Huge joins Jim Puplava to discuss today's record-breaking markets, with the S&P and NASDAQ at all-time highs—yet underlying risks lurk. Huge flags unprecedented valuations, excessive leverage, and...

U.S. stocks are edging higher.

Markets close the week with records.

Oil prices are falling as stocks hang near record highs.

The up-and-down markets finish on the down side.

May 1, 2026 – John Kosar of Asbury Research joins Financial Sense Newshour to discuss the latest push to new record highs in the S&P 500 and Nasdaq, while the Dow lags behind. A major rotation back into technology, especially US semiconductor stocks...

April wraps up with a record finish on Wall Street.

U.S. stocks are hovering near record highs.

U.S. stocks are mixed in early trading.

Stocks ended mixed, still close to record levels.

US stocks fell ahead of key earnings and economic data, with renewed AI worries weighing on sentiment. Oil jumped again as peace talks stalled, and does the Sell in May rule still hold up for investors? James Gruber, Equity Market Strategist at CommSec takes you through all the key numbers. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into account your objectives, financial situation or needs. Consider the appropriateness of the information before acting and if necessary, seek appropriate professional advice.See omnystudio.com/listener for privacy information.

U.S. stocks are drifting in early trading.

A market rally slows down.

Tech stocks give the markets a record boost.

Short-term market conditions remain subject to the headlines. Long-term questions of US equity market performance and whether investors require a rethink of their asset allocation preferences are the same and as valid today as they were before the eruption of Middle East hostilities. This week, Dan Gerard, senior multi-asset strategist for State Street Markets, talks to us about a new piece on the US stock market and whether concentration and valuation risks are as acute today as they were earlier in the year.See omnystudio.com/listener for privacy information.

Markets are edging back from their records in early trading.

Stocks fall as oil prices rise.

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Stocks climb to new records.

U.S. stocks are heading toward another record.

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This episode features David Rosenberg, founder of Rosenberg Research, breaking down why today's market may be driven more by valuation excess and investor behavior than fundamentals. He explains why the biggest risks right now are not obvious in headline data, and why the probability distribution for markets may be far more fragile than investors assume.Rosenberg walks through his framework for thinking in probabilities, how AI-driven productivity is distorting economic signals, why the equity market is now driving the economy, and what a “silent contraction” beneath the surface could mean for growth, inflation, and returns. He also outlines how he is positioning portfolios in response to these risks.Rosenberg Researchhttps://www.rosenbergresearch.comTopics CoveredWhy markets may be a “bubble in behavior,” not technologyThe equity risk premium at zero and what that implies for future returnsCAPE valuations and why long-term returns could be flat to negativeThe shift from economy driving markets to markets driving the economyThe “silent contraction” beneath strong GDP headlinesAI-driven productivity vs weakening labor marketsThe K-shaped economy across consumers, jobs, and capital spendingWhy the savings rate is the most important overlooked economic variableInflation outlook: why this shock may be disinflationary, not persistentPortfolio construction in a low-return, high-uncertainty environmentTimestamps00:00 Intro04:42 Cycle thinking vs “perma bear” label09:58 Learning probabilistic thinking and Plan B15:52 The “sixth mega bubble” and investor behavior20:36 Why valuations imply poor forward returns25:08 The “silent contraction” beneath headline data29:14 The savings rate and equity wealth effect33:12 Fiscal deficits and artificial economic support38:28 2027 outlook and shifting probabilities43:02 Why expectations matter more than recession calls45:40 Inflation shock vs wage-driven inflation49:22 Productivity boom and disinflation forces53:10 Why inflation may fall faster than expected55:04 Portfolio positioning and diversification strategy01:00:12 Tactical vs thematic investing framework01:03:10 Final thoughts on risk, probabilities, and markets

Stocks rebound to reach record highs.

U.S. stocks are holding relatively steady in early trading.

Stocks and oil prices end the day higher.

Oil prices rise as stocks show doubts about the U.S.-Iran ceasefire.

Markets rebound with big gains.

U.S. stocks are falling in early trading.

Uncertainty over Iran extends to Wall Street.