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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Today, we look at markets taking the US-China trade stand-off quite seriously, while retail meme-stock madness continues apace as seen in many names pumping to new highs yesterday. We also look at the wild action in gold and especially silver, discuss the latest drop in crude oil prices, note that earnings season begins in earnest today with many of the big US banks reporting, talk macro and FX, geopolitics and more. Today's pod features Saxo Head of Commodity Strategy Ole Hansen and Saxo Global Head of Macro Strategy John J. Hardy.
Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (within one to three hours from the time of the podcast release).
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