Tariff Turbulence For Fed's Soft Landing Hopes + The Future of Trust w/ Rick Heitzmann and Dashlane's John Bennett
Dan Nathan is joined by Danny Moses from the On The Tape podcast. They discuss the recent Fed press conference focusing on the market's reaction to Fed policies, tariffs, and economic indicators such as unemployment and inflation. The episode then transitions to a conversation with Rick Heitzmann, founder of FirstMark Capital, and John Bennett, CEO of Dashlane. They delve into cybersecurity trends, the rise of password-less security measures, and Dashlane's focus on enhancing both consumer and enterprise security. The episode also touches on the broader implications of AI in cybersecurity and the shifting landscape of tech investments.
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1:03:21
Gene Munster's Mag7 Review: AI Enthusiasm & Tariff Impacts
Dan Nathan and Gene Munster, managing partner at Deepwater Asset Management, dive deep into the performance and future prospects of major tech companies. They begin with a nostalgic look at Apple's early ventures into audio products before moving into a comprehensive review of Apple's recent earnings call, highlighting China's impact on its performance and future AI integrations. The discussion then shifts to Microsoft's mixed results despite its early investments in generative AI, particularly through its partnership with OpenAI, and possible future partnerships with lesser-known AI companies like Anthropic. They also touch on Google's challenges with AI improvements and ad revenue, and how Gemini stacks up against OpenAI. The episode concludes with a critical view of Tesla's current market performance, Elon Musk's leadership, and potential future strategies, including a possible merger with his other ventures like X and XAI.
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57:55
Lost In Space with Galaxy's Mike Novogratz
Mike Novogratz, founder and CEO of Galaxy Digital, to discuss the company's long-awaited listing on the Nasdaq. Novogratz shares insights into the challenges faced over the past four and a half years, including interactions with the SEC and the impact of the Biden administration's policies on the crypto sector. They delve into the significance of the listing for Galaxy Digital, the resilience developed by the company, and their diversification into the data center business. The conversation also touches on macroeconomic themes such as the U.S. stock market, the impact of tariffs, the state of the bond market, and the evolving role of the U.S. dollar. Additionally, Novogratz provides his perspective on Bitcoin and the broader cryptocurrency market, including the potential for a BRICS stablecoin backed by gold and the implications of fiscal policy on asset prices.
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42:58
Warren Buffet's Massive Cash Pile, Retirement & What It Signals For Investors
Guy Adami and Dan Nathan preview the upcoming Federal Reserve meetings, and the lingering effects of trade tensions with China. They highlight key economic indicators, such as the strength of the U.S. dollar, crude oil prices, and job numbers. The discussion also covers significant earnings reports for the week, including Apple, Palantir, Disney, Uber, and Novo Nordisk. The episode also touches on Warren Buffet's increasing cash reserves and broader market sentiment amidst geopolitical uncertainties.
Timecodes
0:00 - SPX Key Levels
5:30 - Buffet's Cash & Risk
12:30 - Oil Impact
16:15 - AAPL & Indicators
21:00 - Sentiment
27:30 - Earnings To Watch
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35:13
Supply Chain Shocks, Fed Moves & America’s Economic Crossroads with Current's Stuart Sopp
Guy Adami welcomes Stuart Sopp, CEO of Current, to discuss the significant changes in the market since their last conversation on December 24th. They explore the increase in market volatility observed since January and the impact on various sectors, especially exchanges that benefit from high volatility. The conversation delves into the effects of stockpiling before important events like tax refund season, which is crucial for Current’s customers who rely heavily on affordable banking services. Stuart highlights rising stress indicators such as increasing delinquency rates and reduced discretionary spending on items like gas and fast food. The duo discusses the job market, potential recession risks, and the impacts of ongoing trade tensions with China. They also analyze the U.S. dollar's weakening position and the potential ramifications on global markets, as well as the controversial handling of the gold repatriation by various countries. The episode concludes with a cautious outlook on the U.S. economy's future, considering the administration's policies and the potential for further market disruptions.
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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.
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FOLLOW US
YouTube: @RiskReversalMedia
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Twitter: @RiskReversal
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