Link to slide deck: https://shorturl.at/inqJ8   -

The AI rally with Nvidia at its center is showing cracks with our bubble stocks basket down 13% this month and Nvidia shares breaking down technically yesterday. In today's episode we have also invited our Chief Investment Officer Steen Jakobsen to talk in more details about his big call that the economy will enter a stagflation light environment. We also touch on today's US July CPI report and what it means for bonds, the big move yesterday in natural gas due potential Australian LNG supply risks and finally we talk earnings from Novo Nordisk, Siemens, and Disney. On today's podcast are Peter Garnry on equities, Steen Jakobsen on macro, and Althea Spinozzi on fixed-income.

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Intro and outro music by AShamaluevMusic