RiskReversal Pod

Liz Young from SoFi and the hosts discuss bond yields, inflationary inputs like oil and energy, China, Apple/Nvidia, the dollar wrecking ball, and the labor market. They also reflect on the impact of a credit event on equities, the performance of Apple and Nvidia stocks, the strength of the US dollar, and the effects of a strengthening dollar on multinational companies. Additionally, they share personal reflections on September 11th and mention upcoming events.

Guest: Savita Subramanian, Market outlook and consumer analysis expert at Bank of America. Topics: Apple's China crackdown, Tesla challenges, economists growing gloomier on 2024, football picks, market outlook, consumer analysis, making money in the stock market, S&P price target, China's impact on US corporations.

Katie Stanton, venture capitalist, and Kesava Kirupa Dinakaran, co-founder of Luminai, discuss topics such as breaking a Guinness World Record, their meeting during the pandemic, Luminai's shift to digital labor, working with financial services and health care companies, and what's next for Luminai.

Hosts discuss benefits of adding futures to trading, analyze stock market sentiment and discuss economy. They also delve into flight banter, analyzing dollar-yen chart, defending currency, volatility in trading funds, liquidity issues in US treasuries, and launch of trading competition at CME Group.

Cryptocurrency analyst Tom Lee and Sunburn Cannabis CEO Brady Cobb join the podcast. Tom Lee discusses the stock market, bond market, Bitcoin, and sentiment among Fundstrat clients. Brady Cobb talks about HHS easing restrictions on marijuana, the move to reschedule cannabis, and Sunburn's growth in the cannabis market.

Trevor Marshall, David Haber, and Stuart Wall join Dan Nathan to discuss the state of crypto enforcement, NFTs in the SEC's sights, Bitcoin, Elon Musk's plan for payments on Twitter/X, real estate financing startup's Series A, Setpoint's potential in adjacent verticals, AI's real impact on Fintech, and why a16z is all in on NYC.

Stock market analyst Carter Worth joins Dan Nathan and Guy Adami on the show to discuss various fascinating topics including rates and yield, Carter's Euro trade, the U.S. dollar and gold, and the S&P 500 and NASDAQ. They analyze breakouts, interest rates, and currency trades, focusing on trading the euro. Additionally, they explore the gold market, the S&P 500, and share a trade update. The role of stockbrokers and the challenges of making money in the markets are also discussed.

Chad Anderson, industry expert in the space sector, discusses the international space race, investing in space, the space economy, Elon Musk's power in the stars, and how to participate in the space playbook.

Financial analyst and strategist Tony Dwyer joins the hosts to discuss market comparisons to catastrophes, quantitative tightening, the Fed, retail stocks, green lights in the market, odds of rate hike/cut, private credit, and a vibe check on the day.

Topics discussed include Softbank's Arm IPO, Instacart, Lyft, and Nvidia. The supply chain and AI head fakes in Q2 earnings are also explored. The economic landscape and Nvidia's role in it are discussed. The importance of understanding risks and Dylan Patel's introduction as the chief analyst at Semi Analysis are highlighted. The complexities of the semiconductor supply chain and AI's impact on the tech industry are examined. The demand for compute and GPUs in the technology industry and potential commercial applications are explored.