August 22, 2025

Is Nvidia dead to China?

25 minutes

Slide deck for today's podcast: https://bit.ly/47eartf -

Be sure to check out the many links, including those discussed on today's podcast, together with the chart of the day, over at the johnjhardy substack. (available within two hours of this episode upload)

Today we focus on possible correction targets for this drawdown, should it continue, and welcome Saxo Equity Strategist Ruben Dalfovo to the pod, who leads us through his assessment of Nvidia going into next Wednesday's critical earnings call. The China angle for Nvidia is picking up interest of late - will China try to "go it alone" entirely on AI silicon and systems? Also on the pod, a reminder to keep an eye on the JGB market, which continues to pressurize, a look at the Jackson Hole speech incoming later, a preview of other earnings and the economic calendar and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy.

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Intro and outro music by AShamaluevMusic

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