Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.
We break down the most important market moving headlines to help listeners make better informed investing decisions.
Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.
Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else.
For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform.
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FOLLOW US
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LinkedIn: RiskReversal Media
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Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.
We break down the most important market moving headlines to help listeners make better informed investing decisions.
Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.
Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else.
For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
Lori Calvasina: Is This the Start of the AI Bubble Deflating?
RiskReversal Pod
47 minutes
4 days ago
Lori Calvasina: Is This the Start of the AI Bubble Deflating?
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+ platform.
Try Fidelity’s most powerful trading experience yet:
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Views, opinions, products, services, and strategies discussed are not
endorsed or promoted by Fidelity Investments. Fidelity Brokerage
Services LLC, Member NYSE, SIPC
Dan Nathan and Guy Adami are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital. They discuss a range of topics including market volatility, AI investment trends, consumer spending patterns, and economic forecasts. Calvasina highlights the increasing nervousness among investors regarding high valuations and the potential impact of delayed Fed rate cuts. She notes the importance of monitoring CapEx and regulatory changes, especially as they pertain to AI and tech sectors. The conversation touches on geopolitical dynamics with China and the upcoming US midterm elections, emphasizing their potential market implications. The session is rich with insights into the current market climate, investor sentiment, and future economic expectations.
—FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
RiskReversal Pod
Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.
We break down the most important market moving headlines to help listeners make better informed investing decisions.
Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.
Tune into the RiskReversal Pod Monday through Friday for succinct 30 minute pod drops of market analysis that you won't find anywhere else.
For new episodes of On The Tape with Danny Moses, search "On The Tape" in your favorite podcast platform.
—
FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media
