Peter Garnry
Founder and CEO of Gesta Capital, running a concentrated global equities fund; former Saxo colleague with expertise in equity markets, macro themes, and technology/AI investment trends.
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Feb 10, 2026 • 45min
Special guest Peter Garnry of Gesda Capital
Peter Garnry, founder and CEO of Gesta Capital and concentrated global equities manager, joins to discuss big market themes. They cover Novo Nordisk and GLP-1 dynamics. They dig into AI-driven capex races among hyperscalers, SaaS vulnerabilities, where true moats lie in data and pipelines, and the SpaceX IPO outlook.
