Dan Nathan and Peter Boockvar examine the effects of the ongoing dispute between the White House and the Fed, focusing on the implications of potentially firing Fed Governor Lisa Cook. They discuss Nvidia's AI market prospects, the tension between short-term and long-term interest rates, and the impact on the broader economy. Investment strategies are also c ... Show More
Aug 26
Stocks & Yields Have A "Relationship Problem"
Guy & Liz focus on Federal Reserve Chair Jerome Powell's recent Jackson Hole speech, indicating a likely rate cut in September due to a cooling labor market. The conversation covers the market's seemingly endless rise, driven by mega cap tech stocks like Nvidia, and the possible ... Show More
28m 35s
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
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