Best Jagd Podcasts (2024)

1
Will gold enjoy a Santa rally for the eight year in a row? 24:12

1h ago24:12

24:12

After a week's hiatus, the Saxo Market Call is back and this time, Søren Otto is joined by Head of Commodity Strategy, Ole S. Hansen. The two discuss why gold may be more interesting than oil and why weather is starting to make its impact on a wide variety of commodities. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats …

1
Monika Freyman, CFA: Practical Advice on Investing for Net Zero 34:57

5h ago34:57

34:57

Host Deborah Kidd, CFA talks with Monika Freyman, CFA, Vice President of Sustainable Investing at Addenda Capital, about the challenges asset owners and asset managers face when aiming to protect portfolios from the financial impacts of climate change. Monika shares practical advice on developing a comprehensive investment policy, measuring and man…

1
In einer Toetungsstation 57:36

2h ago57:36

57:36

Für die heutige Sendung müssen wir die Hoffnung verlassen, dass Tötungsstationen ein schlimmes Märchen sind. Es gibt sie tatsächlich.Drei starke Frauen haben sich zusammengetan und aufgemacht ein ungarisches Tierheim zu besuchen. Daraus wurden mehrere Besuche und schließlich auch der Entschluss, hinter die Mauern der anonymen und verstecken Tötungs…

1
Why timing of German government collapse wasn't a coincidence 22:25

2d ago22:25

22:25

In this week’s Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Fixed Income, Althea Spinozzi to take the temperature of the markets one week removed from the US election. They dive deep into how bond markets, Bitcoin craze and the newly called German election. Read daily in-depth market updates from the S…

1
US election extravaganza 16:46

24d ago16:46

16:46

No big surprises here - this is all about the US election and the market reactions associated with it. John J. Hardy, Chief Macro Strategist and Ole S. Hansen, Head of Commodity Strategy are the experts. Søren Otto is the host. Read daily in-depth market updates from the Saxo Market Call and Saxo Strats Market Strategy Team here. Click here to open…

1
Electrification's surge: market impacts on commodities and equities 29:52

1M ago29:52

29:52

In this week’s Saxo Market Call, Søren Otto is joined by Chief Investment Strategist, Peter Garnry, and Head of Commodity Strategy, Ole S. Hansen. Together, they dive into the latest market news from the earnings season and explore the transformative force of electrification. Tune in as they unpack what electrification means for today’s economy, it…

1
The Trump trade enters the metal markets 16:21

1M ago16:21

16:21

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy and Head of Commodity Strategy, Ole S. Hansen. They discuss the status and expectations of the earnings season as well as the US election with just two weeks to go. Read daily in-depth market updates from the Saxo Market Call and Saxo Strat…

1
Has the market positioned towards a Trump presidency? 27:15

2M ago27:15

27:15

In this week's episode of the Saxo Market Call, Søren Otto is joined by Chief Macro Strategist, John J. Hardy. They discuss the US election's effect on markets, earnings seasons and why job data may be distorted rest of year. Read daily in-depth market updates from the Saxo Market Call and SaxoStrats Market Strategy Team here. Click here to open an…

1
Navigating Market Shifts: Fed Rate Cuts, Commodities, and Rising Food Prices 28:15

2M ago28:15

28:15

In this week's episode of the Saxo Market Call, host Søren Otto and Head of Commodity Strategy Ole S. Hansen dive deep into the impact of the Fed's recent rate cut on market performance. They explore how commodities like oil, gold, silver, and copper are reacting to these economic shifts. Additionally, they discuss the drivers behind rising food pr…

1
Dean Hand: Measuring Success in Impact Investing 31:38

2M ago31:38

31:38

Host Nicole Gehrig welcomes Dean Hand, Chief Research Officer at the Global Impact Investing Network (GIIN). They delve into the critical topic of impact investing, clarifying its definition amidst common misconceptions in the investment marketplace. Dean shares insights on the GIIN's role in promoting impact investing and its commitment to develop…

1
Special: Q4 Quarterly Outlook 41:01

2M ago41:01

41:01

In today's special episode, we talk about the recently published Q4 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host. Agenda: Macro Equities (06.45) Bonds (14.45) Forex (24.16) Commodities (32.16…

1
What will drive markets - rate cuts, data or the election? 32:59

2M ago32:59

32:59

In this episode of the Saxo Market Call, host Søren Otto is joined by Chief Macro Strategist John J. Hardy and Chief Investment Strategist Peter Garnry to break down the latest FOMC rate cut. We dive into market performance, dissect the immediate market reactions, and explore how this rate cut could shape the future of the rate cycle, especially wi…

1
Tech and AI: struggles, opportunities, and expert insights with Philip Jagd 41:28

2M ago41:28

41:28

In this episode, we dive into the upcoming FOMC meeting and what it could mean for financial markets. We also get exclusive insights from Philip Jagd, Head of Equities at Sampension, who shares key takeaways from his recent excursion to meet with US tech companies, including the magnificent seven members Nvidia and Meta. We’ll unpack the challenges…

1
Harris wins debate, but FOMC trumps politics for now 23:02

3M ago23:02

23:02

The much anticipated debate between Kamala Harris and Donald Trump, one of the biggest single events leading up to the US presidential election, took place last night. In this episode, we talk takeaways and discuss how relevant and impactful it is for financial markets relative to upcoming key figures and rate cut decisions. Today's expert is John …

1
Jane Thostrup Jagd: Aligning Company Boards, Investors, and Sustainability Goals 21:21

3M ago21:21

21:21

Listen in as Dr. Jane Thostrup Jagd, Director of Net Zero Finance at We Mean Business Coalition, and Josina Kamerling, Head of EMEA Regulatory Outreach at CFA Institute, discuss the necessity of integrating sustainability departments within companies, particularly in collaboration with financial teams. The challenge lies in ensuring that knowledge …

1
Market limbo: The real driver behind performance 35:17

3M ago35:17

35:17

The earnings season is - in large part - over and we're waiting on the Fed to most likely announce rate cuts, while the US election is looming in the distance. At the same time oil seems to be more and more in focus. So today, the Saxo Market Call is all about figuring out what is the real driver of markets currently. In that, we will discuss curre…

1
All eyes on Nvidia 34:07

3M ago34:07

34:07

While the US election is increasingly stealing headlines, this week is all about the Nvidia earnings report Wednesday. Markets are holding their breath to see if the AI mastodon can keep delivering against astronomical expectations. In this episode, we take the pulse of the AI industry, while we also discuss what's the next big thing in the US pres…

1
Aniket Shah: The Energy Transition: Roadblocks, Solutions, and Investment Opportunities 26:01

3M ago26:01

26:01

In this episode of the Sustainability Story, host Deborah Kidd, CFA, talks with Dr. Aniket Shah, Managing Director and Global Head of Sustainability and Transition Strategy at Jefferies Group, LLC. Aniket leverages his work across academia, public policy, and financial markets to provide unique insights into the energy transition roadblocks and the…

1
As the commodity bull cycle becomes more selective, how does it impact equities? 35:42

3M ago35:42

35:42

In this week's episode of the SaxoMarketCall, we're diving deep into the world of commodities. Earlier this summer, the buzz was all about the potential for a commodity supercycle. But, with recent upheavals in the financial markets, that outlook is now up in the air. That's why we've brought in the experts—Peter Garnry and Ole Hansen—to break down…

1
Summer melt-down and now two election scenarios 33:37

4M ago33:37

33:37

We're back! And what a crazy summer it's been. One of the most dramatic market crashes in years, a change of the Democratic candidate and an assassination attempt on the Republican candidate are just some of the things that have been happening. In a new setup, the SaxoMarketCall now features several familiar experts, while Søren Otto is still steer…

1
Summer special: What will be the geopolitical narrative after summer? 24:52

4M ago24:52

24:52

In this special summer episode, Peter Garnry is in the studio to discuss geopolitics in the second half of 2024 and what will be the mean focus areas. In the first half, the Ukranian and Palestinian conflicts have been in focus, while political elections and central bank policy have also played a role. With the US election looming in the distance, …

1
Summer special: Will AI and technology continue to be the talk of the town? 29:07

4M ago29:07

29:07

In this special summer episode, Peter Garnry is in the studio to discuss whether AI and technology will continue to be one of the most dominant sectors in the second half of 2024 as it's been in the first half. The episode was recorded on July 5 and is meant to be an interesting insight into the state of AI and technology for investors to learn abo…

1
Summer special: Are we heading towards a commodity supercycle? 25:06

4M ago25:06

25:06

In this special summer episode, Ole Hansen is in the studio to discuss what a commodity supercycle is, whether we've been in one in the first half of 2024 and whether we will be in one in the second half. The episode was recorded on June 26 and is meant to be an interesting insight into the term commodity supercycle for investors to learn what it m…

1
What to expect from the earnings season 24:32

5M ago24:32

24:32

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. This episode is mainly focused on the earnings season, which will kick off soon. Peter shares his expectations and what to pay attention to. We will also look at year-to-date performance, talk about the French election's impact on equity markets and Carlsberg's…

1
Lindsey Stewart, CFA: Proxy Voting and Investor Engagement Practices 31:51

5M ago31:51

31:51

In this episode of the Sustainability Story podcast, Nicole Gehrig, Director of Global Industry Standards at CFA Institute, is joined by Lindsey Stewart, CFA, Director of Stewardship Research and Policy at Morningstar Sustainalytics. Together, they explore key themes in the realm of stewardship. Lindsey shares his insights on how institutional shar…

1
What a French election upset means for the Euro 23:04

5M ago23:04

23:04

In today's episode, Charu Chanana is back in the studio talking macro and forex with Søren Otto. They will discuss the surprising outcome of the French election and what it means to the EUR. Charu will also touch up Friday's US nonfarm payroll, the UK election and a quick preview of the upcoming Royal Bank of New Zealand meeting. Read daily in-dept…

1
Special: Quarterly Outlook - Sandcastle Economics 31:16

5M ago31:16

31:16

In today's special episode, we talk about the recently published Q3 Outlook. Each SaxoStrat explains his or her take and adds a bit of flavour to it. This means that this episode features Peter Garnry, Ole Hansen, Althea Spinozzi and Charu Chanana. Søren Otto is the host. Agenda: Macro Equities (04.34) Bonds (11.11) Forex (17.30) Commodities (24.08…

1
Tesla surges and Nike comes back in quiet week 15:47

5M ago15:47

15:47

In today's episode, Peter Garnry is back in the studio with Søren Otto talking equities. In an otherwise quiet week, focused on politics, Tesla stages a surprising increase in price while Nike makes back some of what it lost based on a disappointing earnings release last week. Read daily in-depth market updates from the Saxo Market Call and SaxoStr…

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