Link to slide deck: https://bit.ly/3ORhX22   -

Today we look at Nvidia's results smashing everything in sight on results and guidance and offer some thoughts on what we missed in waxing so skeptical in yesterday's podcast, while still posing a few questions on whether its trajectory is sustainable. We also note the very weak Eurozone and UK PMI data, which helped engineer a steep slide in global yields and whipsawed currency markets. In commodities, the focus is on the resurgence in silver and the collapse in gas prices and surge in uranium prices. This and more on today's pod, which features Peter Garnry on equities, Ole Hansen on commodities and John J. Hardy hosting and on FX.

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Intro and outro music by AShamaluevMusic