RiskReversal Pod

• Have We Reached Peak Uncertainty?

  Dan and Guy start the pod with a quick update on the stock market after Monday's massive sell-off sparked by recent tariff announcements. After the break: Dan Nathan and Jesse Chasse, the Head of Tech Equity Capital Markets & Venture Coverage at RBC Capital Markets, discuss the current state of the market on the Risk Reversal Podcast. They delve into macroeconomic trends, the IPO pipeline, and market conditions influencing both small and mid-cap companies. The conversation covers topics such as the political landscape, economic resilience, and the impact of tariffs and regulatory scrutiny on strategic M&A activities. Jesse emphasizes the importance of liquidity and secondary markets for private tech companies, while debating the potential reopening of IPO markets by the end of the year. They also touch on the AI sector's influence on the market and the implications of large-cap IPOs on market health. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

  --------  

  43:44
• Jobs Report Preview & Ray Dalio's Debt Crisis Warning

  Guy Adami, Liz Thomas, and Dan Nathan discuss recent market trends and geopolitical events. The conversation covers Friday's significant market movements, the impact of Zelenskyy's Oval Office meeting on market sell-offs, and volatility driven by geopolitical tensions, particularly between Russia and Ukraine. The discussion also addresses the role of tech stocks like Nvidia in market fluctuations, the outlook for semiconductor companies including Broadcom and Taiwan Semiconductor, and potential implications of trade and tariffs. The hosts analyze the likelihood of a U.S. debt crisis, inflation trends, and the Federal Reserve's stance. The upcoming jobs report and its potential market impact are also highlighted, along with the performance of major retailers like Costco and Target. The episode underscores the importance of staying informed in a volatile market landscape. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

  --------  

  35:36
• Tom Lee Is "Perma-Right" When It Comes To Markets

  Tom Lee, Head of Research at Fundstrat Global Advisors, joins the RiskReversal Podcast to discuss his market outlook. The episode covers topics such as the impact of interest rates, inflation, and the Federal Reserve's policies on market performance. Tom provides insights into bullish and bearish market sentiments, employment trends, and the role of AI and technology in driving economic growth. The conversation also explores geopolitical risks, the potential effects of deregulation and tax cuts, and the importance of consumer confidence. Additionally, Tom shares his perspectives on the future of cryptocurrencies like Bitcoin and the implications of generative AI on industries and employment. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

  --------  

  56:59
• Gene Munster: Nvidia Earnings Key Takeaways

  Dan Nathan and Gene Munster delve into the disappointing near-term guidance for Nvidia, Apple's shareholder meeting and the impact of geopolitical factors on its stock, and Tesla's challenges amidst a three-year price war and competition in the EV market. The conversation also touches on Microsoft's underperformance and its AI strategy. Gene shares his insights on the long-term potential and current market expectations for these tech giants. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

  --------  

  22:30
• Nvidia Earnings On Tap, Meme Stock Mania & DEI Demands

  Dan Nathan and Guy Adami discuss NVIDIA's anticipated earnings report, including potential market reactions and investor expectations. They also explore broader market movements, examining why yields have fallen and speculating on the influence of recession fears. The hosts touch on diversity, equity, and inclusion (DEI) policies in major U.S. companies, highlighting Bank of America's pullback and Apple's commitment amidst external pressures. The show ends with a discussion on major meme stocks like Tesla and AppLovin, detailing recent stock movements and short reports predicting their future performance. Articles Referenced Anthropic’s latest flagship AI might not have been incredibly costly to train (TechCrunch) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

  --------  

  26:55

Más podcasts de Economía y empresa

Podcasts a la moda de Economía y empresa

Acerca de RiskReversal Pod