Feb 27 2025 21 mins 58
Today's slide deck: https://bit.ly/43cR9Ck -
Today we break down Nvidia's earnings report. Long story short: its earnings don't look like they will be the trigger for the broader market direction from here, so now the market can do what it wanted to do with this distraction out of the way. Plenty more to talk about today, from the latest on Trump tariffs and US continuing to alter the geopolitical landscape to what is driving a huge ramp in one very old German stock. Today's pod features Global Head of Investment Content Jacob Falkencrone and Global Head of Macro Strategy John J. Hardy
Jacob's piece on Nvidia's latest earnings report
Jacob's piece on Tesla
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