Today, a look at the remarkable US market and its seeming immunity to any external development and what that suggests about where we may be in some sort of bubble super-cycle, one that has the host thinking of 1929, perhaps because he is reading the great book of that title by Andrew Ross Sorkin. Also, a look at Palantir's incoming earnings, FX moves and the US dollar and incoming earnings and macro figures of note. This and more on today's pod, which is hosted by Saxo Global Head of Macro Strategy John J. Hardy.

About twice per week, you will find links discussed on the podcast and a chart-of-the-day over at the John J. Hardy substack.

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