Today's episode features a very special guest, Peter Garnry, CEO and co-founder of Gesda Capital, as we discuss everything from Novo Nordisk's performance in the wake of its Wegovy pill release to nearly everything AI-adjacent, from the market's rough treatment of software-as-a-service names of late to the outlook for Mag7 stocks and hyperscalers on their massive AI capital spending arms race. We also look at the risks of passive investing, discuss the SpaceX IPO and much more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy.
Link: The Acquired podcast episode on Google: The AI Company that we referenced on the podcast.
Two or three times per week, you will also find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.
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Intro and outro music by AShamaluevMusic
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