Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

What's The Vibe As Stocks Dip & Yields Rip?

33:28
 
Share
 

Manage episode 504154206 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global markets. The hosts also speculate on the upcoming jobs report and its potential revisions, the state of confidence in U.S. economic data, and the impact of geopolitical tensions involving China, Russia, and India. Additionally, the podcast highlights the underperformance of key stocks like Nvidia, Taiwan Semiconductor, and Microsoft, and discusses the broader economic implications for sectors such as shipping and banking. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

864 episodes

Artwork
iconShare
 
Manage episode 504154206 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan Nathan and Guy Adami host a 'vibe session' on the Risk Reversal Podcast, discussing the current state of the S&P 500 and NASDAQ, both down on the first trading day of September. They delve into the historical volatility of September, the implications of a potential 25 basis point rate cut by the Federal Reserve, and rising long-term Treasury yields. The conversation touches on how higher yields affect high-valuation tech stocks and the implications of recent U.S. tariff decisions on global markets. The hosts also speculate on the upcoming jobs report and its potential revisions, the state of confidence in U.S. economic data, and the impact of geopolitical tensions involving China, Russia, and India. Additionally, the podcast highlights the underperformance of key stocks like Nvidia, Taiwan Semiconductor, and Microsoft, and discusses the broader economic implications for sectors such as shipping and banking. —
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

864 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play