Dan Nathan and Guy Adami discuss the recent market response to Fed Chair Powell's annual address at the Jackson Hole conference. They delve into the implications for rate cuts and market movements, highlighting key points from Powell's speech. The conversation covers the mixed signals from the labor market and inflation risks, the performance of different se ... Show More
Aug 22
Playing Dangerous Games with Stuart Sopp, CEO of Current
In this episode of the RiskReversal Podcast, hosts Dan Nathan and Guy Adami are joined by Stuart Sopp, CEO and co-founder of Current. They discuss various economic topics, starting with the state of the US consumer, particularly those living paycheck to paycheck and heavily invol ... Show More
41m 10s
Aug 21
Meet The New Boss, Same As The Old Boss
Dan Nathan and Guy Adami discuss recent market volatility, the impact of Federal Reserve minutes, and the upcoming Jackson Hole symposium. They analyze retail earnings, with a focus on the poor performance of Target and the contrasting success of Walmart and TJX. The conversation ... Show More
34m 6s
Aug 20
Stocks Are Getting Schnockered At The AI Party
Dan Nathan and Liz Thomas from SoFi discuss recent market activities including rotations and weaknesses in certain sectors, earnings reports from major retailers like Home Depot, Lowe's, and Walmart, and the impact of the Kansas City Fed Symposium in Jackson Hole. They explore th ... Show More
33m 14s
May 23
Tony Greer: Gold is Trading like a Prophecy, What are the Risks?
Tom Bodrovics welcomes back Tony Greer, trader, editor of The Morning Navigator , and co-founder of the MacroDirt podcast, to discuss the current state of global markets. The conversation begins with an overview of the chaotic economic landscape, including regime change dynamics, ... Show More
46m 20s
Nov 2024
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fund products, risk and return expectations for infrastru ... Show More
40m 27s
Aug 19
Stock Market Noise vs. Real Catalysts: What Actually Moves the Market?
In this Market Mondays clip, hosts Troy Millings, Ian Dunlap, and Rashad Bilal break down what really drives the stock market and what’s just background noise. With stock futures drifting higher ahead of a high-profile meeting, the team explores whether political events and globa ... Show More
4m 51s